Insights

Independence plus Community Income Tax offers tax business owners independence and branding control while gaining access to professional software, marketing tools, and support, presenting a sales opportunity to position CIT as a value-added partner rather than a franchise.

Strong value proposition No transaction or junk fees combined with free settlement products and comprehensive support creates a compelling reason for small tax shops to partner with CIT, suggesting upsell opportunities around software, settlement services, and training.

Growth enablement Training, continuing education, and marketing/promotional tools help tax professionals grow their book of business, offering a cross-sell path for sales teams to promote additional services and client acquisition tools.

Tech stack leverage Existing use of AWS, Cloudflare, Google Workspace, and marketing/CRM tools indicates readiness for scalable, cloud-based solutions; sales can emphasize integration capabilities and seamless onboarding for partner offices.

Financial scale signals Revenue in the mid-market range with a lean employee base suggests target opportunities among small to mid-sized tax firms seeking scalable software and settlement services without heavy franchise overhead.

Similar companies to Unity Tax Partners

Unity Tax Partners Tech Stack

Unity Tax Partners uses 8 technology products and services including Amazon Web Services, Cloudflare, Google Workspace, and more. Explore Unity Tax Partners's tech stack below.

Unity Tax Partners's Email Address Formats

Unity Tax Partners uses at least 2 email formats:
Unity Tax Partners Email FormatsExamplePercentage
First.Last@joincit.comJohn.Doe@joincit.com
75%
First@joincit.comJohn@joincit.com
25%

Frequently Asked Questions

What is Unity Tax Partners's phone number?

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You can contact Unity Tax Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Unity Tax Partners's official website and social media links?

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Unity Tax Partners's official website is joincit.com and has social profiles on LinkedIn.

How much revenue does Unity Tax Partners generate?

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As of October 2026, Unity Tax Partners's annual revenue is estimated to be $25M - $50M.

What is Unity Tax Partners's SIC code and NAICS code?

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Unity Tax Partners's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Unity Tax Partners have currently?

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As of October 2026, Unity Tax Partners has approximately 18 employees across 2 continents, including North America and Asia. Key team members include Director Of Customer Relations: A. B., Senior Director Of Marketing And Creative: A. P. and Director Of Operations: J. B. Explore Unity Tax Partners's employee directory with LeadIQ.

What industry does Unity Tax Partners belong to?

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Unity Tax Partners operates in the Financial Services industry.

What technology does Unity Tax Partners use?

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Unity Tax Partners's tech stack includes Amazon Web Services, Cloudflare, Google Workspace, Mailchimp, LiveChat, Salesforce Marketing Cloud Account Engagement, Webflow and Bootstrap.

What is Unity Tax Partners's email format?

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Unity Tax Partners's email format typically follows the pattern of First.Last@joincit.com. Find more Unity Tax Partners email formats with LeadIQ.

When was Unity Tax Partners founded?

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Unity Tax Partners was founded in 2010.
Unity Tax Partners logo

Unity Tax Partners

Financial ServicesFlorida, United States11-50 Employees

Unity Tax Partners operates in the Financial Services sector, providing tax-related software and support tailored to independent tax professionals. The company emphasizes enabling tax office owners to maintain their own branding and autonomy while accessing professional-grade software, free settlement products, and a range of support services that help attract and retain clients. Its offering is positioned as a practical alternative to franchising or service bureaus, highlighting no rigid operational requirements and no transaction or junk fees, with a focus on helping tax businesses compete more effectively in a changing industry.
Based in Jacksonville, Florida, the organization targets tax professionals who want professional tools and marketing resources without surrendering independence. Its value proposition includes industry-leading software, free settlement products such as prepaid cards and processing services, and access to training, continuing education, and promotional tools, supported by a client-friendly support staff. The company describes itself as part of a broader community of tax service providers, aiming to strengthen members through collective strength while preserving individual identity.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Unity Tax Partners's revenue is estimated to be in the range of $25M - $50M

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