Advisory-led tax and financial services for growth-minded business owners.
We lead with strategy. Filing and bookkeeping support it.
We lead with strategy. Filing and bookkeeping support it.
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
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
Professional tax preparation for individuals, families, and sole proprietors, prepared by IRS Enrolled Agents.
Starting at
From $595
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
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
Professional tax preparation for individuals, families, and sole proprietors, prepared by IRS Enrolled Agents.
Starting at
From $595
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
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
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
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
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
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
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