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 valuable 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.

EXCITING NEWS AT UNBEHAGEN ADVISORS!

ADDITIONAL PROFESSIONAL STAFF THIS TAX SEASON

In order to better serve you, our valued client, it is my pleasure to introduce our additional accomplished professional staff this tax season.

Lynn Bowman, CPA – Tax Preparation

Lynn is located primarily in our Tarpon Springs office (headquarters), and she looks forward to meeting you when you are at that location! Lynn has many years of experience as a manager in a Tampa area CPA firm. She has a wealth of intellectual capital in the areas of taxation and small business accounting.

Jeff DeLancey, CPA – Tax Preparation

Jeff will be working in Tarpon Springs and in our satellite offices. He has had a lengthy career in tax and accounting which has included being an accountant for the Federal Department of Justice (FBI, DEA, etc.) and also owning (and selling) his tax and accounting practice in Atlanta, GA before recently moving here to Florida.

Pamela Wilson, MAFM, EA – Tax Preparation

Pamela will be working in Tarpon Springs and in our satellite offices. She has many years of experience as a manager in a Tampa area CPA firm. She has a wealth of intellectual capital in the areas of taxation and small business accounting.

Rachel Chaney – Client Service, Tax Division

Rachel is a recent graduate of Morehead State University (Kentucky) and is excited to start her tax career here at Unbehagen Advisors. She will be managing much of the client communications for our team, so you will likely be hearing from her as well. She has a positive attitude and a commitment to successful client outcomes.

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 over 25 years. Trust the team at Unbehagen!

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! 

We Welcome You…

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

With four office locations around the Tampa Bay Area, we are a tax, accounting and insurance services firm.  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!  We have clients all over North America and embrace current technology to reach you where you are at!

Our passion is helping individuals, entrepreneurs and small business 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.

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