Eliminate tax anxiety. Build true wealth.
We replace reactive "once-a-year" filing with a proactive, year-round financial system designed for high-growth contractors and S-Corp owners.
Fractional CFO Services
High-level financial strategy, cash flow forecasting, and budgeting to help your business reach the next level.
Starting at
Custom Engagement based on Complexity
- Cash Flow Forecasting & Management
- Budgeting & Performance Benchmarking
- Financial Strategy & Growth Planning
Tax Filing & Preparation Services
Professional tax preparation for individuals, families, and sole proprietors, prepared by IRS Enrolled Agents.
Starting at
From $595
- Federal + 1 State Filing
- 3-Year Audit Protection Included
- EA-Review & Preparation
Strategic Bookkeeping
Modern, cloud-based bookkeeping that bridges the gap between daily transactions and year-end tax savings.
Starting at
Custom Quote Based on Volume
- Monthly Bank & Credit Card Reconciliation
- Tax-Categorized Profit & Loss Statements
- Balance Sheet Management
Tax Planning Consulting Services
Year-round strategic partnership for business owners and high-net-worth individuals to maximize savings and ensure compliance.
Starting at
From $1,800
- Strategic Tax Planning
- Quarterly Financial Reviews
- 3-Year Audit Protection
New Business Formation
Professional setup of LLCs, S-Corps, and C-Corps, including EIN registration and BOI/FinCEN compliance.
Starting at
From $250 + State Fees
- Entity Selection Strategy (LLC vs S-Corp)
- Articles of Organization / Incorporation
- EIN Registration
S-Corp Tax Advantage Program
A comprehensive program designed for high-earning self-employed individuals to transition into an S-Corp structure and maximize tax savings.
Starting at
Custom Strategy Based on Savings Potential
- S-Corp vs. Sole Proprietorship Analysis
- Reasonable Salary Determination (IRS Compliance)
- S-Election Filing (Form 2553)
Fractional CFO Services
High-level financial strategy, cash flow forecasting, and budgeting to help your business reach the next level.
Starting at
Custom Engagement based on Complexity
- Cash Flow Forecasting & Management
- Budgeting & Performance Benchmarking
- Financial Strategy & Growth Planning
Tax Filing & Preparation Services
Professional tax preparation for individuals, families, and sole proprietors, prepared by IRS Enrolled Agents.
Starting at
From $595
- Federal + 1 State Filing
- 3-Year Audit Protection Included
- EA-Review & Preparation
Strategic Bookkeeping
Modern, cloud-based bookkeeping that bridges the gap between daily transactions and year-end tax savings.
Starting at
Custom Quote Based on Volume
- Monthly Bank & Credit Card Reconciliation
- Tax-Categorized Profit & Loss Statements
- Balance Sheet Management
Tax Planning Consulting Services
Year-round strategic partnership for business owners and high-net-worth individuals to maximize savings and ensure compliance.
Starting at
From $1,800
- Strategic Tax Planning
- Quarterly Financial Reviews
- 3-Year Audit Protection
New Business Formation
Professional setup of LLCs, S-Corps, and C-Corps, including EIN registration and BOI/FinCEN compliance.
Starting at
From $250 + State Fees
- Entity Selection Strategy (LLC vs S-Corp)
- Articles of Organization / Incorporation
- EIN Registration
S-Corp Tax Advantage Program
A comprehensive program designed for high-earning self-employed individuals to transition into an S-Corp structure and maximize tax savings.
Starting at
Custom Strategy Based on Savings Potential
- S-Corp vs. Sole Proprietorship Analysis
- Reasonable Salary Determination (IRS Compliance)
- S-Election Filing (Form 2553)
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.
Choose Your Level of Support
Move beyond simple compliance. Select an advisory tier that matches the complexity of your business and your wealth goals.
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.
The Executive Retreat Incentive
Move beyond simple tax savings. High-revenue partners unlock exclusive access to our annual luxury networking retreats and private wealth summits.
Limited to 12 partners in 2026
Exclusive Access