Insights

Independent yet united CIT targets tax professionals who want independence and branded identity while gaining access to professional software, settlement products, and marketing tools, presenting a compelling upsell for production and value-added services.

Cost advantage Highlight CIT’s no transaction or junk fees and free settlement products to position as a cost-efficient alternative to franchises, appealing to mid-market tax offices seeking predictable expenses and higher client retention.

Growth enablement Market CIT as a platform that helps tax businesses grow their book of business through training, education opportunities, enhanced software, and promotional tools, creating upsell opportunities for consulting, marketing, and client acquisition services.

Tech stack leverage Leverage CIT’s cloud-based infrastructure and marketing tech stack (AWS, Salesforce Marketing Cloud, Mailchimp, GTM) to propose integrations, automation, and data-driven campaigns that improve office efficiency and client engagement.

Revenue visibility Position the company’s mid-market revenue range and lean team as a target for partnerships or agency deals that scale with customer success, offering bundled solutions that fit a 11-50 employee tax practice’s budgets.

Unity Tax Partners Tech Stack

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

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Mailchimp
    Email
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players

Unity Tax Partners's Email Address Formats

Unity Tax Partners uses at least 1 format(s):
Unity Tax Partners Email FormatsExamplePercentage
First.Last@joincit.comJohn.Doe@joincit.com
70%
First@joincit.comJohn@joincit.com
30%

Frequently Asked Questions

What is Unity Tax Partners's phone number?

Minus sign iconPlus sign icon
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?

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

How much revenue does Unity Tax Partners generate?

Minus sign iconPlus sign icon
As of July 2026, Unity Tax Partners's annual revenue is estimated to be $25M - $50M.

What is Unity Tax Partners's NAICS code?

Minus sign iconPlus sign icon
Unity Tax Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Unity Tax Partners have currently?

Minus sign iconPlus sign icon
As of July 2026, Unity Tax Partners has approximately 18 employees across 2 continents, including North AmericaAsia. Key team members include Senior Director Of Marketing And Creative: A. P.Director Of Operations: J. B.A V Division Manager: M. R.. Explore Unity Tax Partners's employee directory with LeadIQ.

What industry does Unity Tax Partners belong to?

Minus sign iconPlus sign icon
Unity Tax Partners operates in the Financial Services industry.

What technology does Unity Tax Partners use?

Minus sign iconPlus sign icon
Unity Tax Partners's tech stack includes Amazon Web ServicesCloudflareMailchimpGoogle Fonts APIFont AwesomeSalesforce Marketing Cloud Account EngagementGoogle Tag ManagerYouTube.

What is Unity Tax Partners's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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
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

Section iconFunding & Financials

  • $25M - $50M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.