Patrick Anderson – President of UniFirst Financial and Tax Consultants

Your Wealth is Under Attack

Taxes are often the single largest expense for a real estate investor. If your structure is wrong, too much of your profit goes straight to the government. Most investors get generic advice. They follow the crowd. They overpay.

At UniFirst Financial and Tax Consultants, we do things differently. We build tax saving strategies that go beyond basic accounting. Our approach is designed to protect assets, strengthen cash flow, and support long-term wealth management.

"We help slash taxes by around 50% almost 100% of the time."

That is the UniFirst difference. Unlike those offered anywhere else, our strategies are customized, aggressive, and built to help you keep more of what you earn.

The Foundation: The Pass-Through Powerhouse

For most investors, the Limited Liability Company (LLC) is the gold standard. It provides the protection you need without the double taxation of a traditional corporation.

Why the LLC wins for real estate:

• The 20% Gift: Under Section 199A, eligible investors can deduct up to 20% of their qualified business income (QBI). This is a direct reduction of your taxable income.
• Total Flexibility: You choose how you want to be taxed.
• Asset Protection: Keep your personal home and savings separate from your investment risks.

The "Active" Investor’s Secret: The S-Corp

If you are flipping houses or providing "substantial services" to your guests, the IRS sees you differently. You are not just an investor. You are a business owner. That means exposure to the 15.3% self-employment tax.

"We stop the self-employment tax drain and help you keep more of your money."

By using an S-Corporation structure, you can split income strategically. You pay yourself a reasonable salary and take the rest as a distribution. Only the salary gets hit with self-employment tax. This is smart tax planning that many firms miss.

The High-Earner Play: C-Corporations

Are you in the highest tax bracket? If your individual rate is climbing toward 37%, a C-Corp might be your best ally.

• Flat 21% Tax Rate: Compare this to the high individual rates and the 3.8% net investment income tax.
• Endless Deductions: C-Corps allow for more robust fringe benefits and health insurance deductions that other entities can't match.
• Strategic Reinvestment: Keep the money inside the corp to buy more property at a lower tax cost.

Stewardship and Abundance

We believe that building wealth is about more than just numbers. It is about stewardship.

“The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.” (Proverbs 21:5)

Proper tax structuring is the definition of being diligent. It is about protecting the resources you have been given so you can provide for your family and your community. We don't just manage money; we secure legacies.

Why Your Current Structure is Likely Failing You

Most investors are using cookie-cutter setups. They pay a small fee online and assume they are covered. They are not.

The UniFirst Difference:

• We analyze your specific portfolio, not a generic template.
• We connect wealth management with proactive tax planning.
• We build around your income, your properties, and your long-term exit strategy.

Do not wait until tax season to realize you overpaid by tens of thousands. The IRS will not refund money you never planned to keep.

Take Action Now

The difference between a good investment and a great one is how much profit you actually keep. If you are ready to tighten your structure and keep more of your income, now is the time to act.

"We show you where your current structure leaks money and what to do next."

This is a no-obligation free assessment built to give you clarity fast.

Contact Us for Your Free Assessment

UniFirst Financial and Tax Consultants
205 Van Buren St., Suite 120
Herndon VA 20170
(888) 581-3320
patrick@unifirstfinancial.com
unifirstfinancial.com