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

Meet our team

Ricard L,

CPA

I thoroughly enjoy my role at Union National Tax because it provides me with the opportunity to leverage my CPA expertise within a vibrant and encouraging workplace setting. The emphasis on teamwork and commitment to providing top-notch client service ensures that each day is both gratifying and enriching.

Alex A,

CTO

I find great satisfaction in my role at Union National Tax, where I have the opportunity to apply my technical expertise as a CTO in an environment that is both dynamic and supportive. The collaborative teamwork and unwavering commitment to providing excellent client service ensure that each day is fulfilling and rewarding.

Anna S,

Senior Accountant

As the senior accountant at Union National Tax, I find my role immensely rewarding. The autonomy I have, the opportunity to mentor junior members, and the company's unwavering commitment to excellence and client satisfaction are all aspects I deeply appreciate.

Ron G,

CPA, EA

Ron G. specializes in tax strategy and financial planning, helping clients minimize liabilities and maximize savings. As a trusted expert at Union National Tax, he combines precision and personalized solutions to ensure long-term financial success. Ron values building strong client relationships and empowering them to navigate complex financial challenges with confidence.

Desi A,

Client Relations Director

As the director of customer relationship, I take great pleasure in cultivating robust connections with our clients and assisting them in reaching their financial objectives. The company's dedication to client satisfaction and personalized service ensures that each interaction holds significant value and brings a sense of fulfillment.

Nela M,

Senior Bookkeeper

As a senior bookkeeper at Union National Tax, I value the opportunity to work in a dynamic and supportive environment. The collaborative teamwork and focus on delivering excellent client service make every day fulfilling and rewarding.

Kevin A,

Sales & Marketing

At Union National Tax, we provide a dynamic and innovative environment for our sales and marketing team members. I appreciate the creative freedom to develop strategies that fuel business growth, all while collaborating with a talented and supportive team.

Kris C,

Customer Support

At Union National Tax, we foster a dynamic and innovative environment for our customer support team members. I find immense satisfaction in the opportunity to creatively assist our clients, resolving their queries and ensuring their satisfaction, all while collaborating with a talented and supportive team.