UNION NATIONAL TAX

"Achieve Financial Confidence"

Make Informed Decisions with a Proactive Trusted Partner Who Ensures Your Finances Are Always In Top Shape.

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.

"Achieve Financial Confidence"

Make Informed Decisions with a Proactive Trusted Partner Who Ensures Your Finances Are Always In Top Shape.

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

6+

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.

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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.

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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.

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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.

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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.

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New Business Formation

Launching a new business? Union National Tax makes entity formation simple and stress-free. Whether you're starting an LLC, corporation, or partnership, our experts ensure you choose the right structure to maximize tax benefits and protect your assets.

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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.