UNION NATIONAL TAX

Your Personal Online Bookkeeper / Fractional CFO / Tax Planning & Filing Solution

Booking an appointment with Union National Tax ensures access to expert tax consulting services tailored for individuals and businesses. Benefit from their comprehensive tax planning, preparation, compliance, and savings optimization strategies for optimal financial success.

48+

Years Of Experience

certified accounting experts

3528+

successful cases

Union National Tax

Our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of our clients. With a team of experienced accountants, tax and financial experts, we offer a wide range of services, including bookkeeping, fractional CFO services, tax preparation, financial analysis, and strategic planning.

Our goal is to help businesses and individuals make informed financial decisions, achieve their financial goals, and ensure long-term success. Partner with us for reliable, efficient, and professional accounting solutions that drive growth and prosperity.

SERVICES

Our Expertise and Key Service Areas

Strategic Bookkeeping

Strategic bookkeeping is vital for businesses, involving meticulous recording and tracking of financial transactions. Detailed records help in analyzing financial health, managing cash flow, and complying with regulations. It also aids in tax planning, minimizing risks, and ensuring long-term financial stability and success.

Fractional CFO Services

Fractional CFO services provide part-time, cost-effective high-level financial expertise, supporting SMEs. They excel in financial management, strategy, cash flow, data-driven decisions, fundraising, reporting, risk management, and overall financial operations, driving business growth.

The S-Corp Tax Advantage Program

The S-Corp Tax Advantage Program helps business owners maintain compliance with S-Corporation tax rules while maximizing tax benefits. Our guidance ensures full utilization of S-Corp advantages, easing complexities and optimizing tax savings. Stay compliant, unlock your S-Corp's potential.

Tax Planning Consulting Services

Tax consultants guide individuals & businesses, minimize liabilities, ensure compliance, analyze finances, identify savings, craft custom plans for income, estate, sales, international taxes. They keep clients updated on tax law changes for long-term savings.

Tax Filing & Preparation Services

Tax filing services led by pros ensure timely tax compliance for individuals and businesses. They gather docs, prep returns, use deductions to cut tax liabilities, advise on complex matters, stay updated for efficient compliance, easing tax burdens.

Our Dedicated Experts

Jason Astwood, MBA, FSCP, LUTCF

Fractional CFO / Tax Strategist

As the Director of Union National Tax and the author of 'The S-Corp Playbook,' Jason is a seasoned financial and tax expert dedicated to assisting businesses. With extensive experience in financial planning and tax strategies, Jason specializes in optimizing financial health, managing cash flow, ensuring compliance, and offering personalized tax advice. His expertise contributes significantly to the business success and growth of many companies UNT works with.

Jason Astwood, Director of Operations

Trusted by:

Construction Companies

Real Estate Investors

Food Industry Professionals

E-Commerce

Insurance Agency Owners

Meet Our Team

I thoroughly enjoy my role at Union National Tax because it provides me with the opportunity to leverage my CPA expertise within a vibrant and encouraging workplace setting. The emphasis on teamwork and commitment to providing top-notch client service ensures that each day is both gratifying and enriching.

Ricard L,

CPA

I find great satisfaction in my role at Union National Tax, where I have the opportunity to apply my technical expertise as a CTO in an environment that is both dynamic and supportive. The collaborative teamwork and unwavering commitment to providing excellent client service ensure that each day is fulfilling and rewarding.

Alex A,

CTO

As the senior accountant at Union National Tax, I find my role immensely rewarding. The autonomy I have, the opportunity to mentor junior members, and the company's unwavering commitment to excellence and client satisfaction are all aspects I deeply appreciate.

Anna S,

Senior Accountant

As the director of customer relationship, I take great pleasure in cultivating robust connections with our clients and assisting them in reaching their financial objectives. The company's dedication to client satisfaction and personalized service ensures that each interaction holds significant value and brings a sense of fulfillment.

Desi A,

Client Relations Director

As a senior bookkeeper at Union National Tax, I value the opportunity to work in a dynamic and supportive environment. The collaborative teamwork and focus on delivering excellent client service make every day fulfilling and rewarding.

Nela M,

Senior Bookkeeper

At Union National Tax, we provide a dynamic and innovative environment for our sales and marketing team members. I appreciate the creative freedom to develop strategies that fuel business growth, all while collaborating with a talented and supportive team.

Samuel M,

Sales & Marketing

At Union National Tax, we foster a dynamic and innovative environment for our customer support team members. I find immense satisfaction in the opportunity to creatively assist our clients, resolving their queries and ensuring their satisfaction, all while collaborating with a talented and supportive team.

Kris C,

Customer Support

Being a bookkeeper at Union National Tax is truly rewarding, thanks to the emphasis placed on accuracy, meticulous attention to detail, and dedication to providing reliable financial information. The collaborative team environment and ample opportunities for growth make it an exceptional workplace for accounting professionals like myself.