Attention Existing Clients

The “ShareFile – Secure Client Portal” is available to provide our clients with quick and easy access to documents through cloud-based file-sharing. A secure client portal provides a personalized and flexible solution to collaborate with our clients securely, anywhere in the world on a 24/7 basis.   With enterprise-level security features, ShareFile’s client portal software is the perfect way to safely and efficiently share and collaborate on ongoing client projects.

Secure Client Login SHAREFILE

Tax Services

We stay on the cutting edge of taxation. You benefit from the most current, legal tax avoidance strategies available today. With thousands of tax returns prepared over our rich history, our passion is to save you as much money as legally possible.

Accounting

We offer time and money-saving accounting, bookkeeping, consulting and payroll services. Small business owners have the passion and desire to succeed. Our passion is to help them succeed throughout the entire business lifecycle.

Insurance

Obtain that everlasting peace-of-mind that your insurance policies are properly allocated to meet your goals.  Initially, and yearly, for no extra fee, we compare your policies to see how you can save money in both premiums and possibly in tax.

Investments

If your financial approach is not balanced, it’s costing you money. Our investment professionals take the time to get to know your wants and needs. Your financial goals are important to us, and are given the respect and attention that they deserve.

Recent developments on COVID-19

Please follow our special COVID-19 sector to stay up to date on how this
pandemic is affecting our economy & taxes.

We are all in this together and your dedicated team at Unbehagen Advisors will be here for you every step of the way. Click on the box to the right for more info.

Recent Client Feedback

Our award-winning staff of eight accomplished tax professionals has grown to include multiple EA’s and CPA’s, with many years of management and tax experience in large tax and accounting firms.  We are confident and ready to take on the challenges of the largest tax law changes in over thirty years!

Tax Investments Insurance Tampa

This is going to be a great year for you!

Our entire award-winning team is looking forward to working with you and communicating with you, to ensure a quality outcome of your tax needs this tax season and beyond!

This year brings many sophisticated tax changes, and we are all prepared for you to benefit fully from one of the largest collections of tax changes since 1986!

~Todd G. Unbehagen, MAFM, EA, ATA, ATP
President/CEO – Unbehagen Advisors

We’ve been serving the Tampa Bay Area community for almost 30 years. Trust the team at Unbehagen!

We Welcome You…

We listen. We care. We take pride in communicating effective solutions.

With clients located throughout the United States, we are a tax, accounting, and insurance services firm. We utilize the latest video conference and screen sharing technology, along with our ShareFile secure client portal system, to provide our clients with virtual meeting options. This allows us to reach our clients anywhere in the world that is most convenient for them, providing them with a great experience.

Over our almost 30 year history, we have won many awards in our professional industry. We have dedicated, professional, expert advisors in each of our separate divisions working together as one team.  We even have referrals to affiliated small business attorneys and investment services!

Unbehagen Advisors has a proven mix of financial knowledge, integrity, and passion that is evident in everything we do. Our firm is built on quality, excellence, customer service and effective communication and we are stronger than ever. We embrace current trends in technology to create effective processes that benefit our clients and save them time and effort. This also improves our communication with our clients, and enables us to reach them where they are. We believe this will allow us to remain competitive long into the future, and thankfully our clients agree!

Our passion is helping individuals, entrepreneurs and small businesses reach their financial goals.  Your financial goals depend on properly tracking your income and expenses, minimizing your taxes, and allocating your assets according to your risk tolerance.

Some clients utilize only one or two areas of our service, but many find a large value in utilizing all of our various services together. They put our services to work together to preserve, protect, and grow their individual assets and small businesses, all in one place. We look forward to proving to you that we genuinely care about you, our client, and your money. We really get to know our clients! Let us show you what it’s like to work with a team that is dedicated to integrity, professional excellence, and quality customer service. If you want help with your small business, need a financial plan, want to review your insurance policies or simply want to pay the lowest amount of tax legally possible then simply contact our office and schedule an appointment today.

Unbehagen Building
Secure Client Login SHAREFILE