The Architects of Modern Wealth.
Union National Tax bridges the gap between complex IRS regulations and the agile needs of modern consultants, creators, and agencies.
Strategy Built on
Uncompromising Precision.
At Union National Tax, we believe tax preparation is just the baseline. True value lies in the strategy that happens before the filing. Our mission is to bridge the gap between complex tax code and the agile needs of modern business.
Our Journey
A decade of excellence in tax strategy.
Founded
Union National Tax established
EA Certification
Jason becomes Enrolled Agent
$25M Saved
Milestone: $25M in client tax savings
1,000+ Clients
Serving 1,000+ business owners
CFO Services
Launch of Fractional CFO program
Founded
Union National Tax established
EA Certification
Jason becomes Enrolled Agent
$25M Saved
Milestone: $25M in client tax savings
1,000+ Clients
Serving 1,000+ business owners
CFO Services
Launch of Fractional CFO program
Core Values
The cultural pillars behind every engagement.
Integrity
Aggressive Savings. Conservative Compliance.
We believe you shouldn't have to choose between saving money and staying out of jail. Our Enrolled Agents specialize in the 'grey areas' of the tax code—navigating them with precision.
Blue-Collar Work Ethic
We work as hard as you do. No energetic disconnects.
Structural Integrity
Aggressive savings, zero shortcuts.
Proactive Blueprinting
Anticipation is better than reaction.
Maximum Yield
We leave nothing on the table.
The Vault
Bank-grade security with regulatory clarity.
We operate like a compliance desk, not a boutique agency. Every plan is designed for longevity, auditability, and total confidence.
IRS Compliant
Strategies are mapped to verified IRS code and backed with documentation you can audit at any time.
256-bit Encryption
Sensitive financial data is protected with the same encryption standards used by institutional banks.
Vetted Strategists
Every advisor is screened, certified, and continuously trained on the latest regulatory updates.
Frequently Asked Questions
Everything you need to know about our services, pricing, and tax strategies.
Is Your Current CPA 'Just Filing'?
Join 500+ business owners who are saving an average of $40k/year. Book your free 15-minute strategy call to unlock your potential savings.
No obligation. 100% Confidential.