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Your Tax Strategy

Strategic Tax Planning & Wealth Building Systems.

Stop overpaying the IRS. Our boutique S-Corp specialists and Fractional CFOs help contractors keep more of what they earn.

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TAX EXPERT FEATURED IN

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Why We Are Different

We're Not a Call Center.

See the difference between national tax relief firms and our boutique expertise.

National Tax Relief Firms

  • Scripted Sales Calls

    You talk to a salesperson, not a tax expert.

  • Rotating Staff

    You never know who is working on your file.

  • Call Center Operations

    High volume, low attention to detail.

  • Generic Advice

    One-size-fits-all solutions that miss savings.

Union National Tax

The Digital Vault Standard
  • Personalized Consultations

    Deep dive strategy sessions tailored to your business.

  • Same Advisor Every Time

    Build a relationship with someone who knows your history.

  • Boutique Firm Approach

    Low volume, high touch, institutional-grade quality.

  • EA-Credentialed Expertise

    Led by Jason Astwood, EA - licensed to represent you.

VS

Ready to experience the difference? Schedule a free consultation with our team.

Virtual First Service

Serving Clients
Nationwide Virtually.

No location barriers. We provide expert tax strategy to business owners in all 50 states through our secure digital platform.

Video Consultations

Face-to-face strategy calls from the comfort of your office.

Digital Portal

Securely upload documents and sign returns instantly.

Multi-State Expertise

Navigating complex nexus and filing requirements across state lines.

Consistent Advisor

Work with the same dedicated expert, regardless of where you move.

50
States
Our Expertise

Comprehensive
Financial Solutions.

Design a financial operating system that works for your business. From basic compliance to strategic growth tools.

Tax Filing & Preparation Services

Handling the actual end-to-year tax returns (compliance) to ensure accuracy and optimization.

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Strategic Bookkeeping

Maintaining detailed, accurate financial records to support cash flow management and decision-making.

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Fractional CFO Services

Providing high-level financial leadership (strategy, cash flow, growth planning) without the cost of a full-time CFO.

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Tax Planning Consulting Services

Creating personalized strategies throughout the year to minimize future tax liability.

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New Business Formation

Helping entrepreneurs choose the right entity structure (LLC, S-Corp, etc.) for asset protection and tax benefits from day one.

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S-Corp Tax Advantage Program

Maximizing tax savings specifically for S-Corps while ensuring compliance with IRS regulations.

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Why Choose Us

Institutional Grade
Tax Strategy.

Client Impact

Generating wealth through strategic tax reduction.

$2M+

Annual tax savings generated for our clients

Professional tax consultant in navy suit smiling confidently in modern office with city view
Principal

Jason Astwood

EA, MBA, FSCP, LUTCF

"We look for every legal opportunity to build your wealth."

JA
Union National Tax
Highest Credential

What is an Enrolled Agent?

Federally licensed tax specialists with unlimited rights to represent you before the IRS.

Federal License
All 50 States

Specialized
Industry Focus

Unlike generalist CPAs, we specialize in tax code and ethics for specific high-growth industries like Construction, Real Estate, and Food Service.

Explore Industries
Client Success Stories

Trusted by High-Growth
Business Owners

"Jason Astwood is very professional and has a lot of knowledge. I have been using his services the past 3 years and I definitely feel I’m in good hands. I highly recommend Jason and his team. "

Carla Bassano

"My son shared his experience with Jason Astwood with me. He was so impressed with the service provided that he insisted that I visited Jason's one stop service shop for both my insurance and taxes needs. I followed his advice and boy, l was so very glad I did. Excellent caring customer service. Knowledgeable and professional. We all need a reliable go to guy. I am extremely happy to have found our tax guy. Good news is I'm not selfish."

Marlene Neptune

"I have been coming to Astwood Insurance for the past 4 years, and he always comes through. Mr. Astwood himself is always professional, gets to the point, and gets you in and out. Really fast process and would definitely recommend anyone to come do their taxes here or any other needs you may have. I am definitely going to keep coming back here to do my taxes again!!!! "

Miguel Arriaga

"Jason Astwood helps me a lot, and he is a good guy, thank you."

Daniel Sobral

"I’ve been going to Jason for a couple years now. He’s extremely professional and gets your taxes done quick and he’s very nice. Reasonable priced as well "

Kylie Turner

"Jason Astwood is very professional and has a lot of knowledge. I have been using his services the past 3 years and I definitely feel I’m in good hands. I highly recommend Jason and his team. "

Carla Bassano

"My son shared his experience with Jason Astwood with me. He was so impressed with the service provided that he insisted that I visited Jason's one stop service shop for both my insurance and taxes needs. I followed his advice and boy, l was so very glad I did. Excellent caring customer service. Knowledgeable and professional. We all need a reliable go to guy. I am extremely happy to have found our tax guy. Good news is I'm not selfish."

Marlene Neptune

"I have been coming to Astwood Insurance for the past 4 years, and he always comes through. Mr. Astwood himself is always professional, gets to the point, and gets you in and out. Really fast process and would definitely recommend anyone to come do their taxes here or any other needs you may have. I am definitely going to keep coming back here to do my taxes again!!!! "

Miguel Arriaga

"Jason Astwood helps me a lot, and he is a good guy, thank you."

Daniel Sobral

"I’ve been going to Jason for a couple years now. He’s extremely professional and gets your taxes done quick and he’s very nice. Reasonable priced as well "

Kylie Turner
Professional tax consultants meeting with clients in a modern office to discuss financial documents
Accepting New Clients for 2026 Tax Season

Stop Overpaying the IRS with a Custom S‑Corp Strategy

Book a free 15‑minute call for year‑round tax planning, S‑Corp optimization, and Fractional CFO support for contractors and growing businesses nationwide.

No obligation. 100% Confidential.

Free Consultation

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