About Us

Managing Director

Patrick Anderson, President of Unifirst Financial & Tax Consultants, has more than fifteen years of strategic experience in the financial, insurance and tax industry. As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families.
A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as a resource specialist to the general public. This led him to establish the COFFEE Group, a nonprofit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a Bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes. Serving the affluent families and high-networth business owners, he partnered with Redwood Tax Specialists (RTS) Group. RTS is a national elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of significantly reducing taxes, building retirement income for life and creating a legacy for the next generations.

Our clients experience and enjoy a unique and customized tax plan, a customized system and holistic process, and an increased savings for retirement income as well as significant tax and cost savings in timely review process.