Unity Tax Partners

Unity Tax Partners We put pricing power back in your hands. CIT delivers a simpler way to buy tax products.

We eliminate the high upfront software fees, transactional bank product fees and common junk fees to help you grow your business. With pricing power back in your hands, you regain control over how much your customers pay and how much money you make on each return.

01/20/2026

Small efficiencies add up to big wins during tax season.

In this clip from our Unity & TaxWise – Meet the Enhanced Mobile App webinar, we break down how using TaxWise Mobile, AI-powered intake, return stages, custom fields, and templates can quietly save you hours over the course of a season.

Saving a couple of minutes on one return may not feel like much — but across hundreds of returns, it can mean 13+ hours back in your week.

Work smarter. Cut keystrokes. Reclaim your time.

Full webinar available on our YouTube channel

01/19/2026

Want a simple way to add revenue without adding complexity?

With Unity Tax Shield (à la carte), you stay in control:
• $59.95 per policy
• You can price it at $100
• Keep 100% of the markup
• Sell 50+ policies and earn a $10 per-client rebate

Same protection. Same expert coverage.
Just more flexibility — and more profit for your office.

Turn protection into a smart revenue stream this season.
Ask us about Unity Tax Shield options.

01/16/2026

Big changes are creating real wins for your clients. 💥

As Anthony Sampson from TaxWise explains, new deductions mean:
✔ More clients paying less
✔ Lower balances due
✔ Bigger refunds — without itemizing

One standout update:
Clients who purchase a new vehicle between 2025–2028 may be able to deduct up to $10,000 in car loan interest — a major opportunity to add value, planning, and clarity during the return.

This is the kind of knowledge that builds trust, drives referrals, and positions you as the expert your clients rely on.

Catch the full Unity Insider: The Must-Know Tax Changes for 2025 webinar on our YouTube channel.

01/16/2026

Thank you, Gloria Galvin of Community Tax of Clewiston, for sharing your experience with Unity. 💙

We’re proud to support tax professionals who care deeply about offering fair pricing, great service, and modern, efficient solutions for their communities. From transparent pricing and electronic workflows to real-time support when questions come up, stories like yours are exactly why Unity exists.

We’re honored to be part of the work you’re doing for your clients and your community.

01/14/2026

E-File Signatures made simple — whether your client is remote or sitting right in front of you.

In this clip from our Unity & TaxWise – Meet the Enhanced Mobile App webinar, we break down the difference between remote vs. in-person e-signatures, including:
✔ When to use each option
✔ How KBA questions protect client data
✔ Why signatures are date- and time-stamped for compliance
✔ What to double-check before transmitting the return

Understanding these tools helps you move faster, stay secure, and avoid delays during filing season.

Watch the full webinar on our YouTube channel to see the complete walkthrough and best practices.

Smarter workflows. Stronger security. Powered by Unity Tax Partners.

Tax season is officially underway — and faster funding is already making a difference.When a taxpayer’s account is enabl...
01/13/2026

Tax season is officially underway — and faster funding is already making a difference.

When a taxpayer’s account is enabled for Real-Time Payments (RTP) and they choose an Easy Advance via Direct Deposit, funds can move immediately instead of waiting on standard ACH timing.

Here’s what that means:
✔ Refund Transfer proceeds may hit client accounts 5–6 days earlier
✔ No additional cost to you
✔ No additional cost to the taxpayer
✔ A smoother, faster experience your clients will notice

Not every account is RTP-enabled, but when it’s available, it’s pure upside — faster access to funds, happier clients, and zero added fees.

This is the kind of value-add that sets your office apart.
That’s the Unity advantage.

01/12/2026

Why choose Unity Tax Shield? Because it’s built around people — not paperwork.

Unity Tax Shield is powered by the same team behind Unity Tax Partners and designed to deliver simple, fast, all-inclusive protection when your clients need it most. From IRS notices to full audit support, everything is handled by real professionals — EAs, CPAs, and attorneys — not call centers.

Plus, it goes beyond audits with added legal and identity theft protection, giving your clients confidence and giving your office a powerful value-add.

Protection. Expertise. Peace of mind.
That’s Unity Tax Shield — your clients’ first line of defense.

01/09/2026

Before You Lock In Another Season — Compare the Numbers.

Tax pros everywhere are shopping around as software and bank fees keep climbing. Before you renew with your current vendor, take five minutes to make a smart business move:

📞 Call your vendor and ask what you’re really paying this year.
Compare your refund transfer fees, technology fees, and transmission costs to what they were a few years ago — chances are, they’ve gone up quietly.

At Unity Tax Partners, we keep it simple and transparent:
✅ Flat $20 per accepted return
✅ Free software & bank products
✅ Unlimited support — all year long
✅ No junk fees, ever

Use our Unity Savings Calculator to see how much you’ll save when you switch: https://bit.ly/4o7jgL1

Running up against the deadline? You’re not alone — and you’re not out of options.At Unity Tax Partners, we’re here for ...
01/09/2026

Running up against the deadline? You’re not alone — and you’re not out of options.

At Unity Tax Partners, we’re here for last-minute filers who need clear guidance, trusted support, and a smooth filing experience when time is tight.

✔ Professional tax support
✔ Clear next steps
✔ No judgment — just help

If you’re filing at the eleventh hour, we’re ready when you are.
Reach out to your Unity tax professional and let’s get it done.

Because deadlines don’t define you — how you handle them does.

01/07/2026

One feature too many offices overlook: Vault.

Vault is your built-in document storage for:
✔ Client source documents
✔ Signed tax returns
✔ Secure, organized access — all in one place

In this clip from our Unity & TaxWise – Meet the Enhanced Mobile App webinar, we break down why getting comfortable with Vault now can save you time, reduce paper clutter, and streamline your workflow all season long.

If you’re still relying on external folders or USBs, this is your sign to simplify.

Watch the full webinar on YouTube: https://bit.ly/4qoDksI

Smarter tools. Smoother season. Powered by Unity Tax Partners.

01/06/2026

If most of your clients use refund transfers, here’s the hard truth: you’re leaving money on the table.

Bank fees.
State fees.
Tech fees.
Service bureau fees.

All those middlemen aren’t helping your season — they’re eating your profit.

Being slammed all season isn’t the win.
Doing hundreds of returns isn’t the win.

👉 Keeping more of what you earn is the win.

Unity cuts out the middlemen and gives you:
✔ The same bank products
✔ The same fast funding
✔ One flat $20 per accepted return

No surprise add-ons. No profit leakage.

Stop feeding everyone else.
Start keeping what you earn.

📲 Book a demo and see what your season should look like.

Unity Partners — firm-level Unity Tax Shield enrollment is closing soon.Unity Tax Shield is one of the most powerful too...
01/05/2026

Unity Partners — firm-level Unity Tax Shield enrollment is closing soon.

Unity Tax Shield is one of the most powerful tools you can add to your office — offering full audit protection for clientswhile creating a high-value, low-effort revenue opportunity for your firm.

With Unity Tax Shield, you can:
✔ Protect clients from IRS audit stress
✔ Reduce exposure and risk inside your office
✔ Strengthen client trust and retention
✔ Add a premium service without adding workload

Enrollment timing varies by area, so we recommend securing your spot as soon as possible.

📧 Email [email protected] and our team will take care of the rest.

Your first line of defense starts here.

Address

12058 San Jose Boulevard Ste 604
Jacksonville, FL
32223

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