"Clarity. Strategy. Results."

Let’s build a plan that protects your money and grows your bottom line — book a call now.

"Clarity. Strategy. Results."

Let’s build a plan that protects your money and grows your bottom line — book a call now..

48+

Years Of Experience

6+

certified accounting experts

3528+

successful cases

Union National Tax

We provide expert financial services—including bookkeeping, tax preparation, Fractional CFO support, and strategic planning—to help businesses and individuals thrive.

Our experienced team delivers tailored solutions for smarter decisions, stronger growth, and lasting success.

Let’s achieve your financial goals together.

SERVICES

Our Expertise and Key Service Areas

Strategic Bookkeeping

Stay on top of your finances with detailed, accurate records that support cash flow, compliance, and smart decision-making.

Fractional CFO Services

Get high-level financial leadership without the full-time cost—cash flow, strategy, and growth, all covered.

The S-Corp Tax Advantage Program

Maximize your S-Corp tax savings and stay compliant with expert guidance tailored to your business.

Tax Planning Consulting Services

Minimize taxes and boost savings with personalized strategies built on up-to-date tax law insights.

Tax Filing & Preparation Services

We handle your taxes from start to finish—accurate, compliant, and optimized to reduce what you owe.

New Business Formation

Start your business the right way—smart entity choices that protect assets and maximize tax benefits.

Our Dedicated Experts

Jason Astwood, EA, MBA, FSCP, LUTCF

Fractional CFO / Tax Strategist

As an IRS Enrolled Agent* and Financial Services Certified Professional®, Jason is a trusted authority in taxation, financial strategy, and business growth. He is the author of The S-Corp Playbook and the Director of Union National Tax, bringing over two decades of expertise in proactive tax planning, financial management, and compliance.

Jason specializes in helping business owners minimize tax liability, optimize cash flow, and build long-term financial success. His combined expertise as a tax strategist, financial advisor, and Fractional CFO empowers entrepreneurs to scale their businesses with confidence.

*An Enrolled Agent (EA) is the highest credential awarded by the IRS for tax professionals. Unlike CPAs or attorneys—who are licensed at the state level—Enrolled Agents are licensed directly by the U.S. Department of the Treasury, giving them authority to practice in all 50 states and U.S. territories without needing separate state licenses.

The EA designation is not just another title. It is a federal recognition of specialized expertise in tax law, IRS procedures, and taxpayer representation.

What makes the EA so powerful is not only the knowledge behind the credential but the legal authority it carries. Enrolled Agents are granted unlimited practice rights before the IRS.

Jason Astwood, Director of Operations

Trusted by:

Construction Companies

Real Estate Investors

Food Industry Professionals

E-Commerce

Insurance Agency Owners

Post Address and Mail

Address

285 E 950 S Orem, UT 84058

Call or Text

Get In Touch

Assistance Hours

Mon – Fri 9:00am – 5:00pm

Saturday - CLOSED

Sunday – CLOSED

287 E 950 S St, Orem, UT 84097, USA

Post Address and Mail

Address

285 E 950 S Orem, UT 84058

Call or Text

Get In Touch

Assistance Hours

Mon – Fri 9:00am – 5:00pm

Saturday - CLOSED

Sunday – CLOSED

287 E 950 S St, Orem, UT 84097, USA

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Based In Utah | Serving Virtually Nationwide