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The Challenge

With over 30 years of experience serving the insurance and tax needs of his community, Paul Rick built his business around fairness, integrity, and affordability—especially for his middle- and lower-income clients. However, in an industry increasingly saturated with hidden “junk fees” and upsells from competitors, Paul struggled to find a tax solution that matched his values. On top of that, the yearly transition into tax season required extensive preparation, retraining, and reliable support—something his previous systems couldn't always deliver.

The Solution

Through a trusted relationship, Paul was introduced to Unity, and found the perfect match for his business philosophy. With their straightforward, flat-fee pricing model and commitment to ethical practices, Paul was able to offer high-quality service at rates significantly lower than competitors—without sacrificing profitability. Unity also provided seamless onboarding, efficient software setup, and exceptional in-season support that made each tax season easier to manage. For Paul, partnering with Unity wasn’t just a smart business move—it was a values-based decision that aligned with his mission to serve his community honestly and affordably.

What Unity Provided Paul

• Transparent, flat-fee pricing model
• Higher profit margins with lower client costs
• No hidden or “junk” fees
• Ethical alignment with business values
• Seamless software setup and onboarding
• Reliable, responsive support
• Tools to simplify annual tax season prep
• A true partnership built on shared principles