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.
We replace reactive "once-a-year" filing with a proactive, year-round financial system designed for high-growth contractors and S-Corp owners.
High-level financial strategy, cash flow forecasting, and budgeting to help your business reach the next level.
Starting at
Custom Engagement based on Complexity
Professional tax preparation for individuals, families, and sole proprietors, prepared by IRS Enrolled Agents.
Starting at
From $595
Modern, cloud-based bookkeeping that bridges the gap between daily transactions and year-end tax savings.
Starting at
Custom Quote Based on Volume
Year-round strategic partnership for business owners and high-net-worth individuals to maximize savings and ensure compliance.
Starting at
From $1,800
Professional setup of LLCs, S-Corps, and C-Corps, including EIN registration and BOI/FinCEN compliance.
Starting at
From $250 + State Fees
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
High-level financial strategy, cash flow forecasting, and budgeting to help your business reach the next level.
Starting at
Custom Engagement based on Complexity
Professional tax preparation for individuals, families, and sole proprietors, prepared by IRS Enrolled Agents.
Starting at
From $595
Modern, cloud-based bookkeeping that bridges the gap between daily transactions and year-end tax savings.
Starting at
Custom Quote Based on Volume
Year-round strategic partnership for business owners and high-net-worth individuals to maximize savings and ensure compliance.
Starting at
From $1,800
Professional setup of LLCs, S-Corps, and C-Corps, including EIN registration and BOI/FinCEN compliance.
Starting at
From $250 + State Fees
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
Stop bleeding cash on job costing & labor. The 'Hybrid CFO + COO' model for $1M-$10M contractors.
Stop profit leaks on food cost & labor. The 'Kitchen Command Center' system for $500K-$5M venues.
Move beyond simple compliance. Select an advisory tier that matches the complexity of your business and your wealth goals.
Ideally for Business Owners
Starting implementation fee applies
Starting implementation fee applies
Ideally for High-Net-Worth Individuals
Starting implementation fee applies
From initial analysis to ongoing management, we handle the complexity so you can focus on growth.
We analyze your financial situation and identify immediate tax-saving opportunities.
Our team builds a custom tax plan tailored to your specific industry and goals.
We execute the plan, setting up S-Corps, payroll, and bookkeeping systems.
Quarterly check-ins ensure you stay compliant and maximize savings year-round.
We analyze your financial situation and identify immediate tax-saving opportunities.
Our team builds a custom tax plan tailored to your specific industry and goals.
We execute the plan, setting up S-Corps, payroll, and bookkeeping systems.
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.
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