Difference 1
Last-minute filing
Documents gathered only at deadline time
Connected filing process
Preparation requirements communicated early
Business Owners, S-Corp Electors, and High-Net-Worth Individuals.
File with confidence — and preserve every strategic advantage.
Maximum deductions, zero anxiety. We don't just file your taxes; we defend your wealth with meticulous filing and automated audit protection.
- EA-prepared
- returns
- Multi-state
- filing support
- Review-ready
- process
Built for the work ahead
Is Tax Preparation & Filing right for you?
A focused fit review confirms whether Tax Preparation & Filing matches your current needs and next decisions.
- You need business and owner returns coordinated
- The business has multi-state or entity-level filing requirements
- Payroll and bookkeeping records need to connect cleanly to the return
- You want filing results carried into the next planning cycle
The filing difference
A return should be accurate, complete, and connected
Strong filing work brings the books, entity details, payroll, and prior planning decisions together before submission.
Difference 2
Last-minute filing
Books reconciled after preparation begins
Connected filing process
Financial records reviewed before filing is finalized
Difference 3
Last-minute filing
State obligations discovered late
Connected filing process
Federal and state requirements coordinated
Difference 4
Last-minute filing
Return filed without forward context
Connected filing process
Results inform the next planning cycle
How it works
A clear, professional filing process
A defined sequence keeps the work organized, visible, and connected to the decisions that follow.
- 1
Filing review
Step 1
Review the entity, prior return, financial records, and filing requirements.
- 2
Document collection
Preparation
Coordinate records, payroll data, and state information.
- 3
Return preparation
Review
Prepare and review the return for consistency and compliance.
- 4
File & plan ahead
Next steps
Submit the return and identify considerations for the next tax year.
What's included
Your filing support system
The core work and deliverables included with Tax Preparation & Filing.
- Business (1120, 1120-S, 1065) & Personal (1040) Filing
- Multi-State Tax Compliance & Nexus Filing
- Section 179 & Bonus Depreciation Optimization
- Quarterly Estimated Tax Payment Calculation
- Sales & Use Tax Compliance Review
- Dedicated IRS Audit Defense & Representation
From $595
Your consultation confirms the appropriate scope before work begins.
Our approach
Results you can act on
“A well-prepared return closes the year with the records and context needed to plan the next one.”
Union National Tax Tax Preparation & Filing methodology
Discuss your situationQuestions answered
Tax Preparation & Filing FAQs
Unlike many seasonal tax preparers, Enrolled Agents are federally licensed by the IRS. We have unlimited rights to represent taxpayers before the IRS, meaning we can handle everything from simple filings to complex audits and appeals on your behalf.
Ready for a filing process you can trust?
Precision filing that scales your tax savings and eliminates IRS anxiety.
Book a Filing Consultation