About Unity Financial Services

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Unity Financial Services: Tax, Bookkeeping, and Financial Solutions

Unity Financial Services provides personal and corporate tax filing, bookkeeping, payroll, and GST, QST and HST services for individuals and businesses.

For loans, insurance and investments, Unity acts as a marketing and referral company. These products are offered by third-party financial advisors and providers. Unity does not sell these products directly or provide insurance or investment advice. Product recommendations, applications, eligibility and terms are handled by the relevant third-party professional.

Tax filing and business support

Our core work is helping individuals and businesses with tax filing, bookkeeping, payroll and sales-tax filings. Contact us to discuss the service you need, the records required and the scope of the work before getting started.

Clear service scope and communication

We explain what information is needed and agree on the work to be completed. For insurance, investment and lending enquiries, we help arrange contact with a third-party professional who is responsible for the relevant advice or product.

Integrity

We explain the service, the information required and the agreed scope of work.

Working together

We aim for clear communication with customers throughout the work.

Knowledge

We review the applicable requirements for the services we undertake.

Technology

We use professional software to support tax preparation and record keeping.

Practical support

Support for your tax filing, bookkeeping and payroll needs.

WORKING WITH UNITY

Preparing your return

Please provide complete and accurate records for the relevant tax year. We will discuss the information required, the scope of the service and the fee before proceeding.

If you receive a notice or have a question about a return prepared by Unity, contact us so we can review the issue and explain the available next steps. Any additional work and fees should be agreed separately.