Tax Planning Consulting Services

Tax consultants guide individuals & businesses, minimize liabilities, ensure compliance, analyze finances, identify savings, craft custom plans for income, estate, sales, international taxes. They keep clients updated on tax law changes for long-term savings.

Jason Astwood

Your Personal Online Accountant / Fractional CFO / Tax Advisor

Our Dedicated Experts

Jason Astwood, EA, MBA, FSCP, LUTCF

Fractional CFO / Tax Strategist

As an IRS Enrolled Agent* and Financial Services Certified Professional®, Jason is a trusted authority in taxation, financial strategy, and business growth. He is the author of The S-Corp Playbook and the Director of Union National Tax, bringing over two decades of expertise in proactive tax planning, financial management, and compliance.

Jason specializes in helping business owners minimize tax liability, optimize cash flow, and build long-term financial success. His combined expertise as a tax strategist, financial advisor, and Fractional CFO empowers entrepreneurs to scale their businesses with confidence.

*An Enrolled Agent (EA) is the highest credential awarded by the IRS for tax professionals. Unlike CPAs or attorneys—who are licensed at the state level—Enrolled Agents are licensed directly by the U.S. Department of the Treasury, giving them authority to practice in all 50 states and U.S. territories without needing separate state licenses.

The EA designation is not just another title. It is a federal recognition of specialized expertise in tax law, IRS procedures, and taxpayer representation.

What makes the EA so powerful is not only the knowledge behind the credential but the legal authority it carries. Enrolled Agents are granted unlimited practice rights before the IRS.

Jason Astwood, Director of Operations

TESTIMONIALS

What Our Clients Say About Us?

Post Address and Mail

Address

285 E 950 S Orem, UT 84058

Call or Text

Get In Touch

Assistance Hours

Mon – Fri 9:00am – 5:00pm

Saturday - CLOSED

Sunday – CLOSED

287 E 950 S St, Orem, UT 84097, USA

Post Address and Mail

Address

285 E 950 S Orem, UT 84058

Call or Text

Get In Touch

Assistance Hours

Mon – Fri 9:00am – 5:00pm

Saturday - CLOSED

Sunday – CLOSED

287 E 950 S St, Orem, UT 84097, USA

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Based In Utah | Serving Virtually Nationwide