Unified Financial Services, LLC - Putting It All Together

Every year, we love sharing our tax referral program. The basic principle is simple enough: new clients receive a $25 tax preparation discount and clients kind enough to refer them enjoy a $25 gift card for their recommendation. To learn more about our Arizona, Connecticut, and Iowa referral programs, click on the links below.

Tax Referral Program Arizona

Tax Referral Program Iowa

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice and financial planning offered through Unified Wealth Management,
- a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this site
may only discuss and/or transact securities business with residents
of the following states: AZ, CA, CO, CT, FL, IL, IA, IN, LA, MD, MA, MN, MO,
MT, NJ, NM, NY, ND, OK, PA, RI, SC, TX, and VA.