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We are a professional team that includes experts from across the board to offer the most comprehensive approach to cutting taxes. Each person on our team brings a unique perspective from a different part of the financial or legal industries. We combine our strengths to find every possible deduction for our clients.
Your accountant is absolutely an integral part of your tax team, and we want to work with existing accountants to reduce their client’s taxes. We don’t prepare tax returns, so there is no conflict of interest. Accountants mainly provide tax prep expertise; we want to provide tax strategy for substantially bigger deductions.
We know the ins and outs of the IRS rules governing every strategy and plan that we handle.

Patrick Anderson

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.

Meet Our Team


President & COO
  • Licensed Financial & Tax Services Professional
  • Independent Financial Network Broker
  • National Producer #16928909


IRS Enrolled Agent
  • IRS Enrolled Agent
  • Licensed Real Estate Broker - DRE# 01084079
  • Insurance Professional - DOI# 0H48367


  • US Tax Court - DC & VA
  • US Court of Military Appeals*
  • US Court of Appeals
  • Fourth Circuit & DC


Unifirst Financial Advisor
  • Licensed Financial Professional
  • Independent Insurance Producer
  • National Producer #19594628


Unifirst Financial Advisor
  • Licensed Financial Professional
  • Independent Insurance Producer
  • National Producer #20416889


Unifirst Financial Advisor
  • Licensed Financial Professional
  • NACPB Member - QB ProAdvisor - Insurance Producer
  • National Producer #18913422
Personalized Approach


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.


We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.

Our Clients

Who We Work With

Our Promise

“Our reduction strategies reduce taxes around 50% almost 100% of the time!”

Our strategies are unlike those offered anywhere else in the financial industry
- we offer a no obligation free assessment so you can put our claim to the test.

2 Chronicles 1:12
So Wisdom and Knowledge will be given to you.
I will also give you wealth, riches, and honor…

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