UNITY Financial Services, Jim Wade CFP CSA Wealth and Tax Advisor

UNITY Financial Services, Jim Wade CFP CSA Wealth and Tax Advisor UNITY Financial - dedicated to building trusting relationships with individuals and small businesses Member FINRA & SIPC. FINRA.org and SIPC.ORG.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they ar

e properly registered or licensed. No offers may be made or accepted from any resident of any other state.

And so it begins. LPL Financial Focus 2026 in San Diego. Weather awesome. Lots of friendly faces. And now to gather ...
08/09/2026

And so it begins. LPL Financial Focus 2026 in San Diego. Weather awesome. Lots of friendly faces. And now to gather something new. First session fixing to be.

07/14/2026

The IRS has made a mid-course change to the standard mileage rate effective July 1, 2026, due to the price of gasoline. Announcement 2026-11, included in Internal Revenue Bulletin 2026-29 published July 9 and dated July 13, increases the standard mileage rate for business use of vehicles to 76 cents per mile, from 72.5 cents.

The revised standard mileage rates are:
Business - 76 cents per mile
Medical and moving - 23.5 cents per mile

The mileage rate that applies to the deduction for charitable contributions is fixed under § 170(i) of the Internal Revenue Code at 14 cents per mile.

07/02/2026

Ready to help you get there!

07/01/2026

Ready to assist with your financial resources.

Blessed to be attending the JFC Advisor Network Top Producer trip at Dismal River Club in Nebraska. Thank you to many g...
06/25/2026

Blessed to be attending the JFC Advisor Network Top Producer trip at Dismal River Club in Nebraska. Thank you to many great clients who allow me to work for them.

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04/19/2026

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If you were counting on your tax refund to cover bills, groceries, or even a small splurge, opening your mailbox to find an IRS letter...

04/01/2026

Please know that the IRS is NOT issuing paper checks for your refund. You must use direct deposit.

Address

610 N Town East Boulevard Ste 102
Mesquite, TX
75150

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 11am - 4pm

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