Elimine la ansiedad fiscal. Construya verdadera riqueza.
Reemplazamos la declaración reactiva "una vez al año" con un sistema financiero proactivo durante todo el año, diseñado para contratistas de alto crecimiento y propietarios de S-Corp.
Estrategia Fiscal
Servicios de Consultoría en Planificación Fiscal
Stop reacting to tax season. We engineer proactive, year-round tax reduction strategies to drastically lower your liability and keep your capital compounding inside your business.
Starting at
Desde $1,800
- Entity Optimization (S-Corp, LLC, C-Corp structuring)
- Cost Segregation & Real Estate Tax Strategy
- Executive Compensation & Retirement Structuring
Programa de Ventaja Fiscal S-Corp
Reduce tu carga de impuesto de autoempleo y quédate con más de lo que ganas con una estructuración proactiva de S-Corp y planificación de compensación razonable.
Starting at
Estrategia personalizada basada en el potencial de ahorro
- Gestión de Elección y Conversión de Entidad
- Análisis de Compensación Razonable Defendible ante el IRS
- Configuración Integrada de Nómina y Beneficios
Tax Preparation & Filing
Experience high-precision tax preparation designed for business owners. We maximize every legal deduction while bulletproofing your returns against IRS scrutiny.
Starting at
Desde $595
- Business (1120, 1120-S, 1065) & Personal (1040) Filing
- Multi-State Tax Compliance & Nexus Filing
- Section 179 & Bonus Depreciation Optimization
Servicios de Consultoría en Planificación Fiscal
Stop reacting to tax season. We engineer proactive, year-round tax reduction strategies to drastically lower your liability and keep your capital compounding inside your business.
Starting at
Desde $1,800
- Entity Optimization (S-Corp, LLC, C-Corp structuring)
- Cost Segregation & Real Estate Tax Strategy
- Executive Compensation & Retirement Structuring
Programa de Ventaja Fiscal S-Corp
Reduce tu carga de impuesto de autoempleo y quédate con más de lo que ganas con una estructuración proactiva de S-Corp y planificación de compensación razonable.
Starting at
Estrategia personalizada basada en el potencial de ahorro
- Gestión de Elección y Conversión de Entidad
- Análisis de Compensación Razonable Defendible ante el IRS
- Configuración Integrada de Nómina y Beneficios
Tax Preparation & Filing
Experience high-precision tax preparation designed for business owners. We maximize every legal deduction while bulletproofing your returns against IRS scrutiny.
Starting at
Desde $595
- Business (1120, 1120-S, 1065) & Personal (1040) Filing
- Multi-State Tax Compliance & Nexus Filing
- Section 179 & Bonus Depreciation Optimization
Control Financiero
Contabilidad Estratégica
Vaya más allá del simple ingreso de datos. Obtenga datos financieros limpios, altamente precisos y accionables para que pueda dejar de adivinar y comenzar a escalar con precisión.
Starting at
Cotización personalizada basada en el volumen
- Daily/Weekly Transaction Reconciliation
- Industry-Specific Chart of Accounts Optimization
- Precise Job-Costing & Profitability Tracking
Servicios de CFO Fraccional
High-level financial leadership and strategic guidance to scale your business, manage cash flow, and maximize profitability without the cost of a full-time executive.
Starting at
Custom Pricing
- Strategic Cash Flow Forecasting & Management
- Custom KPI Dashboards & Financial Modeling
- Profitability & Margin Analysis by Product/Service
Contabilidad Estratégica
Vaya más allá del simple ingreso de datos. Obtenga datos financieros limpios, altamente precisos y accionables para que pueda dejar de adivinar y comenzar a escalar con precisión.
Starting at
Cotización personalizada basada en el volumen
- Daily/Weekly Transaction Reconciliation
- Industry-Specific Chart of Accounts Optimization
- Precise Job-Costing & Profitability Tracking
Servicios de CFO Fraccional
High-level financial leadership and strategic guidance to scale your business, manage cash flow, and maximize profitability without the cost of a full-time executive.
Starting at
Custom Pricing
- Strategic Cash Flow Forecasting & Management
- Custom KPI Dashboards & Financial Modeling
- Profitability & Margin Analysis by Product/Service
Soporte y Cumplimiento
New Business Formation
Strategic entity formation designed to protect your personal assets and legally minimize your tax burden from day one. Don't launch your business with an expensive structural mistake.
Starting at
Custom Outline
- Entity Selection Analysis (LLC vs. S-Corp vs. C-Corp)
- Federal EIN Procurement & State Registration
- Tax-Optimized Operating Agreement Blueprint
New Business Formation
Strategic entity formation designed to protect your personal assets and legally minimize your tax burden from day one. Don't launch your business with an expensive structural mistake.
Starting at
Custom Outline
- Entity Selection Analysis (LLC vs. S-Corp vs. C-Corp)
- Federal EIN Procurement & State Registration
- Tax-Optimized Operating Agreement Blueprint
Specialized Partner Programs
Construction CFO Partnership
Stop bleeding cash on job costing & labor. The 'Hybrid CFO + COO' model for $1M-$10M contractors.
Restaurant CFO Partnership
Stop profit leaks on food cost & labor. The 'Kitchen Command Center' system for $500K-$5M venues.
Elija Su Nivel de Soporte
Vaya más allá del simple cumplimiento. Seleccione un nivel de asesoría que coincida con la complejidad de su negocio y sus objetivos de patrimonio.
Foundation
Ideally for Business Owners
Starting implementation fee applies
- Annual Tax Return Filing
- Strategic Tax Planning
- 3-Year Audit Protection
- Secure Client Portal
Growth
Starting implementation fee applies
- Everything in Foundation, plus:
- Tax Prep Included
- Quarterly Reviews
- Private Hotel Incentive (2–5 Nights)
Executive
Ideally for High-Net-Worth Individuals
Starting implementation fee applies
- Everything in Growth, plus:
- Priority Support
- Dedicated Senior Advisor Access
- Complex Estate Planning Review
What's Included With Every Return
Our Proven Process
From initial analysis to ongoing management, we handle the complexity so you can focus on growth.
Discovery
We analyze your financial situation and identify immediate tax-saving opportunities.
Strategy
Our team builds a custom tax plan tailored to your specific industry and goals.
Implementation
We execute the plan, setting up S-Corps, payroll, and bookkeeping systems.
Review
Quarterly check-ins ensure you stay compliant and maximize savings year-round.
Discovery
We analyze your financial situation and identify immediate tax-saving opportunities.
Strategy
Our team builds a custom tax plan tailored to your specific industry and goals.
Implementation
We execute the plan, setting up S-Corps, payroll, and bookkeeping systems.
Review
Quarterly check-ins ensure you stay compliant and maximize savings year-round.
Travel Incentive Disclaimer:Travel incentives are promotional bonuses provided by a third-party travel provider and are not owned or operated by Union National Tax, LLC. Incentives are subject to activation, availability, and separate terms and conditions. Taxes, fees, and incidental expenses may apply.
El Incentivo de Retiro Ejecutivo
Vaya más allá de los simples ahorros fiscales. Los socios de altos ingresos desbloquean acceso exclusivo a nuestros retiros anuales de lujo y cumbres privadas de patrimonio.
Limitado a 12 socios en 2026
