The people

The People Behind Your Financial Strategy.

Our team combines deep tax expertise with real-world business experience to help owners make smarter decisions, reduce taxes, and build a stronger financial future.

Meet the teamGet to know the people who make it happen.

The practice

A People-First Approach.

More than tax expertise. Our team brings real-world experience, clear communication, and a commitment to your success.

Experienced Professionals
A team with deep tax knowledge and real business experience.
Practical Solutions
Advice built around your real-world goals and challenges.
Clear Communication
Straightforward answers without the jargon.
Long-Term Partnership
A team that stays involved beyond filing season.

Our founder

Leadership. Expertise. A Higher Standard.

Meet the founder behind Union National Tax and the principles that guide our work.

Jason Astwood

Title pending client confirmation

EAMBAFSCPLUTCF

At Union National Tax, we believe tax preparation is just the baseline. Our mission is to bridge the gap between complex tax code and the needs of modern businesses, helping owners make smarter decisions, reduce taxes, and build stronger financial futures.

Read Jason’s Story

The practice

How My Background Creates Real Value for Clients.

Tax Expertise
Deep technical knowledge in the details that make a difference.
Business Perspective
Real-world business experience applied to your goals.
Ongoing Support
A commitment to our clients beyond filing season.

Our team

The People Behind the Work.

A team of advisors, specialists, and support professionals helping business owners plan, decide, and move forward.

Meet the full team

Sue

Senior Tax Accountant

MBA-Finance

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Jose

Director of Restaurant Operations

View profile

Desi

Client Relations Director

ParalegalNotary Public

View profile

Kevin

Sales and Marketing Manager

View profile

A collaborative team
More perspectives. Better solutions.
Specialized expertise
Real experience. Real impact.
Client-focused mindset
Your goals guide our work.

How we work

A clear process. A stronger tomorrow.

From proactive planning to actionable recommendations, we make complex financial decisions simple, structured, and built around your goals.

Plan Earlier
Identify opportunities before deadlines, so you have more options.
What we do
We take time to understand your business, goals, and upcoming opportunities and challenges, then build a proactive strategy.
What you get
Tax + Financial Priorities
A clear list of opportunities and priorities tailored to your business.
See the Big Picture
Connect tax, finances, and business goals.
What we do
We look at the full picture — tax, cash flow, and business goals — to identify how everything works together.
What you get
One Clear Financial Picture
A straightforward view of where you stand and where you can go.
Put It in Writing
Turn strategy into clear recommendations you can act on.
What we do
We translate insights into a practical, written plan with specific recommendations and next steps.
What you get
A Documented Next-Step Plan
Clear, actionable recommendations you can implement with confidence.

Your next step

You know the options. Now clarify the next step.

A focused strategy call to review where the business stands and what deserves attention next.

30 minutes
Focused and efficient.
No preparation
Come as you are.
Enrolled Agent
Speak with a tax expert.

Book a Strategy Call

No sales pressure. Just practical advice.

The people

The People Behind Your Financial Strategy.

Our team combines deep tax expertise with real-world business experience to help owners make smarter decisions, reduce taxes, and build a stronger financial future.

Meet the teamGet to know the people who make it happen.

The practice

A People-First Approach.

More than tax expertise. Our team brings real-world experience, clear communication, and a commitment to your success.

Experienced Professionals
A team with deep tax knowledge and real business experience.
Practical Solutions
Advice built around your real-world goals and challenges.
Clear Communication
Straightforward answers without the jargon.
Long-Term Partnership
A team that stays involved beyond filing season.

Our founder

Leadership. Expertise. A Higher Standard.

Meet the founder behind Union National Tax and the principles that guide our work.

Jason Astwood

Title pending client confirmation

EAMBAFSCPLUTCF

Read Jason’s Story

The practice

How My Background Creates Real Value for Clients.

Tax Expertise
Deep technical knowledge in the details that make a difference.
Business Perspective
Real-world business experience applied to your goals.
Ongoing Support
A commitment to our clients beyond filing season.

Our team

The People Behind the Work.

A team of advisors, specialists, and support professionals helping business owners plan, decide, and move forward.

Meet the full team

Sue

Senior Tax Accountant

MBA-Finance

View profile

Jose

Director of Restaurant Operations

View profile

Desi

Client Relations Director

ParalegalNotary Public

View profile

Kevin

Sales and Marketing Manager

View profile

A collaborative team
More perspectives. Better solutions.
Specialized expertise
Real experience. Real impact.
Client-focused mindset
Your goals guide our work.

How we work

A clear process. A stronger tomorrow.

From proactive planning to actionable recommendations, we make complex financial decisions simple, structured, and built around your goals.

Plan Earlier
Identify opportunities before deadlines, so you have more options.
What we do
We take time to understand your business, goals, and upcoming opportunities and challenges, then build a proactive strategy.
What you get
Tax + Financial Priorities
A clear list of opportunities and priorities tailored to your business.
See the Big Picture
Connect tax, finances, and business goals.
What we do
We look at the full picture — tax, cash flow, and business goals — to identify how everything works together.
What you get
One Clear Financial Picture
A straightforward view of where you stand and where you can go.
Put It in Writing
Turn strategy into clear recommendations you can act on.
What we do
We translate insights into a practical, written plan with specific recommendations and next steps.
What you get
A Documented Next-Step Plan
Clear, actionable recommendations you can implement with confidence.

Your next step

You know the options. Now clarify the next step.

A focused strategy call to review where the business stands and what deserves attention next.

30 minutes
Focused and efficient.
No preparation
Come as you are.
Enrolled Agent
Speak with a tax expert.

Book a Strategy Call

No sales pressure. Just practical advice.

The People Behind Your Financial Strategy.

A People-First Approach.

Experienced Professionals

Practical Solutions

Clear Communication

Long-Term Partnership

Leadership. Expertise. A Higher Standard.

Jason Astwood

How My Background Creates Real Value for Clients.

Tax Expertise

Business Perspective

Ongoing Support

The People Behind the Work.

Sue

Jose

Desi

Kevin

A collaborative team

Specialized expertise

Client-focused mindset

A clear process. A stronger tomorrow.

Plan Earlier

Tax + Financial Priorities

See the Big Picture

One Clear Financial Picture

Put It in Writing

A Documented Next-Step Plan

You know the options. Now clarify the next step.

The People Behind Your Financial Strategy.

A People-First Approach.

Experienced Professionals

Practical Solutions

Clear Communication

Long-Term Partnership

Leadership. Expertise. A Higher Standard.

Jason Astwood

How My Background Creates Real Value for Clients.

Tax Expertise

Business Perspective

Ongoing Support

The People Behind the Work.

Sue

Jose

Desi

Kevin

A collaborative team

Specialized expertise

Client-focused mindset

A clear process. A stronger tomorrow.

Plan Earlier

Tax + Financial Priorities

See the Big Picture

One Clear Financial Picture

Put It in Writing

A Documented Next-Step Plan

You know the options. Now clarify the next step.