Unity Tax & Insurance Services Reviews, Rate, Services, Address (November 2024)| 99insuranceagency.com

Unity Tax & Insurance Services Reviews, Rate, Services, Address

About Unity Tax & Insurance Services

Unity Tax & Insurance Services is a comprehensive financial solutions provider dedicated to helping individuals and businesses navigate the complexities of tax preparation and insurance needs. With a team of experienced professionals, Unity Tax offers personalized tax services that ensure clients maximize their returns while remaining compliant with ever-changing regulations. Their expertise extends to various areas, including individual tax filings, business taxation, and tax planning strategies.

In addition to tax services, Unity Tax & Insurance Services also specializes in providing tailored insurance solutions. Whether it’s health, auto, home, or business insurance, they work to find the right coverage that fits each client’s unique circumstances and budget. Their commitment to customer service is evident in their approach, focusing on building long-lasting relationships based on trust and transparency. By combining tax and insurance services under one roof, Unity Tax & Insurance Services delivers convenience and peace of mind to their clients, ensuring financial stability and security.

Address: 325 S D St, Perris, CA 92570, United States

Website: http://www.unityservices.net/

Call: (951) 943-4230, +1 951-943-4230

Rating: 4.7

Total Customer Rating: 113

Open Hours:

Monday: 9:00 AM – 6:00 PM
Tuesday: 9:00 AM – 6:00 PM
Wednesday: 9:00 AM – 6:00 PM
Thursday: 9:00 AM – 6:00 PM
Friday: 9:00 AM – 6:00 PM
Saturday: Closed
Sunday: Closed

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Unity Tax & Insurance Services Customer Reviews:

Evelyn

I’m incredibly disappointed with the service I received from Claudia, a tax preparer at Unity Tax Services. Let’s just say I won’t be returning after using them for a few years.

Here’s why:

No Questions Asked? No Deductions Offered? The first red flag was Claudia diving right into my taxes without asking any questions about my income, situation, or potential deductions. She didn’t even offer any suggestions to maximize my return!

First-Time Homebuyer Confusion: I specifically mentioned being a first-time homebuyer and inquired about a specific deduction. Shockingly, Claudia seemed unsure and had to consult two colleagues to confirm (which, by the way, is absolutely a deduction I qualified for!).

Missing Deduction & Memory Lapse: On top of that, I clearly remember mentioning school expenses and the $300 deduction, but it was mysteriously missing from my return. When I called to clarify, Claudia adamantly denied I ever mentioned it.

Second Time’s Not the Charm: I had to return to the office to amend the return and include the missing deductions. Frustratingly, even after the amendments, I’m now getting a letter from the IRS claiming I owe money! I paid the exact amount Claudia told me to before the deadline, so this is incredibly concerning.

Overall, Claudia’s lack of knowledge, carelessness, and conflicting information have caused me a major headache with the IRS. If you’re looking for a tax preparer who asks questions, explores deductions, and gets things right the first time, I recommend looking elsewhere.

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Pedro Mendoza

It was a very nice experience, Claudia helped us with all the questions we had. She is very knowledgeable and professional

Sandra Johnson

Super long wait 4 hours but after that fast and professional worth it

Alexei Gonzalez

Thank you, for fourteen years helping my taxes. Excellent service.

Veronica Arellano

I have been going with Rebeca for many years (approx. 12 yrs) for different things and they have always been very honest and helpful in everything they do. My family and I have been working with this office and we trust them with what they do.

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