Advisory-led tax and financial services for growth-minded business owners.
We lead with strategy. Filing and bookkeeping support it.
Tax Strategy
Tax Planning Consulting Services
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
From $1,800
- Entity Optimization (S-Corp, LLC, C-Corp structuring)
- Cost Segregation & Real Estate Tax Strategy
- Executive Compensation & Retirement Structuring
S-Corp Tax Advantage Program
Reduce your self-employment tax burden and keep more of what you earn with proactive S-Corp structuring and reasonable compensation planning.
Starting at
Custom Strategy Based on Savings Potential
- Entity Election & Conversion Handling
- IRS-Defensible Reasonable Compensation Analysis
- Integrated Payroll & Benefit Setup
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
From $595
- Business (1120, 1120-S, 1065) & Personal (1040) Filing
- Multi-State Tax Compliance & Nexus Filing
- Section 179 & Bonus Depreciation Optimization
Tax Planning Consulting Services
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
From $1,800
- Entity Optimization (S-Corp, LLC, C-Corp structuring)
- Cost Segregation & Real Estate Tax Strategy
- Executive Compensation & Retirement Structuring
S-Corp Tax Advantage Program
Reduce your self-employment tax burden and keep more of what you earn with proactive S-Corp structuring and reasonable compensation planning.
Starting at
Custom Strategy Based on Savings Potential
- Entity Election & Conversion Handling
- IRS-Defensible Reasonable Compensation Analysis
- Integrated Payroll & Benefit Setup
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
From $595
- Business (1120, 1120-S, 1065) & Personal (1040) Filing
- Multi-State Tax Compliance & Nexus Filing
- Section 179 & Bonus Depreciation Optimization
Financial Control
Strategic Bookkeeping
Move beyond basic data entry. Get clean, hyper-accurate, and actionable financial data so you can stop guessing and start scaling with precision
Starting at
Custom Quote Based on Volume
- Daily/Weekly Transaction Reconciliation
- Industry-Specific Chart of Accounts Optimization
- Precise Job-Costing & Profitability Tracking
Fractional CFO Services
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
Strategic Bookkeeping
Move beyond basic data entry. Get clean, hyper-accurate, and actionable financial data so you can stop guessing and start scaling with precision
Starting at
Custom Quote Based on Volume
- Daily/Weekly Transaction Reconciliation
- Industry-Specific Chart of Accounts Optimization
- Precise Job-Costing & Profitability Tracking
Fractional CFO Services
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
Compliance Support
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.
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
