Los Arquitectos de la Riqueza Moderna.
Union National Tax cierra la brecha entre las complejas regulaciones del IRS y las necesidades ágiles de consultores, creadores y agencias modernas.
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
Valores Fundamentales
Los pilares culturales detrás de cada compromiso.
Integridad
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.
La Bóveda
Seguridad de grado bancario con claridad regulatoria.
Operamos como un escritorio de cumplimiento, no como una agencia boutique. Cada plan está diseñado para longevidad, auditabilidad y confianza total.
Cumplimiento IRS
Las estrategias se mapean al código IRS verificado y respaldadas con documentación que puede auditar en cualquier momento.
Encriptación de 256-bit
Los datos financieros sensibles están protegidos con los mismos estándares de encriptación utilizados por bancos institucionales.
Estrategas Verificados
Cada asesor es evaluado, certificado y continuamente entrenado en las últimas actualizaciones regulatorias.
Frequently Asked Questions
Everything you need to know about our services, pricing, and tax strategies.
Is Your Current CPA 'Just Filing'?
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Sin compromiso. 100% Confidencial.