Unity Tax | Integrated Wealth & Tax Advisory
Introducing Unity Tax
Unity Tax is a strategic extension of Unity Investments, created to deliver best-in-class U.S. tax and accounting services for globally connected individuals, families, and businesses. We launched Unity Tax to address a gap in the market: high-net-worth clients and businesses who need personalized, technical, and investment-aligned tax advisory that traditional firms are too rigid—or too limited—to provide.
Our Approach
We integrate wealth management and tax planning into one cohesive strategy, ensuring that your investment, estate, and business decisions are optimized on a post-tax basis. Unlike most firms, we don’t view tax as compliance alone—we view it as an essential driver of long-term wealth preservation.
Who We Serve
Unity Tax specializes in supporting:
High-net-worth Individuals and Families
Private and Public Companies
Entrepreneurs and Business Owners
Nonprofit Organizations
US Filing Obligations Across All Customer Segments
What We Offer
Our services span U.S. and international tax filing, strategic planning, and bespoke advisory:
Disclaimer: The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities or a recommendation of any interest in any security offered by Unity Angels Management Inc. Investing involves inherent risks, and there is no guarantee of profitable returns or achievement of investment objectives. Assess your risk tolerance and conduct due diligence before deciding. Past performance is not indicative of future results. As an investor, it is crucial to recognize that you will bear, and are capable of bearing, all the risks associated with the investment directly.