The people
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
More than tax expertise. Our team brings real-world experience, clear communication, and a commitment to your success.
A team with deep tax knowledge and real business experience.
Advice built around your real-world goals and challenges.
Straightforward answers without the jargon.
A team that stays involved beyond filing season.
Our founder
Meet the founder behind Union National Tax and the principles that guide our work.
Title pending client confirmation
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.
Our team
A team of advisors, specialists, and support professionals helping business owners plan, decide, and move forward.
More perspectives. Better solutions.
Real experience. Real impact.
How we work
From proactive planning to actionable recommendations, we make complex financial decisions simple, structured, and built around your goals.
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.
Your 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.
No sales pressure. Just practical advice.
Deep technical knowledge in the details that make a difference.
Real-world business experience applied to your goals.
A commitment to our clients beyond filing season.
Your goals guide our work.
What you get
A clear list of opportunities and priorities tailored to your business.
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
A straightforward view of where you stand and where you can go.
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
Clear, actionable recommendations you can implement with confidence.
Senior Tax Accountant
Director of Restaurant Operations
Client Relations Director
Sales and Marketing Manager
