Meet Carlos Figueroa of SouthShore Taxes & More — a tax pro who refused to let hidden fees, lack of support, and outdated systems hold his business back. Carlos started his firm to serve his community… but CrossLink and NTPG made that harder than it should’ve been. ❌ Junk fees pushed onto his clients ❌ No real guidance ❌ Hard to compete with bigger offices When he switched to Unity Tax Partners, everything changed. ✅ Transparent pricing — no hidden fees ✅ Free bank products ✅ Seamless onboarding

A huge thank-you to the team at Milton Tax Service in Tallahassee for sharing their experience with Unity Tax Partners! “The transition was natural. The software is user-friendly, the training was excellent — and we’re saving about $100 in fees per return for our clients!” | Unity Tax Partners

When Unity Tax Partners President Rob Kluba and Managing Partner Omar...