Strategic Tax Planning & Wealth Building Systems.
TAX EXPERT FEATURED IN
We're Not a
Call Center.
See the difference between national tax relief firms and our boutique expertise.
National Tax Relief Firms
- Scripted Sales Calls
You talk to a salesperson, not a tax expert.
- Rotating Staff
You never know who is working on your file.
- Call Center Operations
High volume, low attention to detail.
- Generic Advice
One-size-fits-all solutions that miss savings.
Union National Tax
The Digital Vault Standard- Personalized Consultations
Deep dive strategy sessions tailored to your business.
- Same Advisor Every Time
Build a relationship with someone who knows your history.
- Boutique Firm Approach
Low volume, high touch, institutional-grade quality.
- EA-Credentialed Expertise
Led by Jason Astwood, EA - licensed to represent you.
Ready to experience the difference? Schedule a free consultation with our team.
Serving Clients
Nationwide Virtually.
No location barriers. We provide expert tax strategy to business owners in all 50 states through our secure digital platform.
Video Consultations
Face-to-face strategy calls from the comfort of your office.
Digital Portal
Securely upload documents and sign returns instantly.
Multi-State Expertise
Navigating complex nexus and filing requirements across state lines.
Consistent Advisor
Work with the same dedicated expert, regardless of where you move.
Comprehensive
Financial Solutions.
Design a financial operating system that works for your business. From basic compliance to strategic growth tools.
Specialized Tax Strategy
for Your Industry
We understand the unique financial challenges of your business. Our industry-specific expertise means real savings.
Build Wealth, Not Just Buildings
Construction businesses face unique challenges with job costing, irregular cash flow, and heavy equipment depreciation. We help you optimize your tax structure so you can keep more capital for your next project.
Maximize Your Real Estate Portfolio
From 1031 exchanges to navigating passive activity loss rules, real estate tax law is complex. We ensure you're leveraging every deduction available to investors and agents.
Recipe for Financial Success
Margins are tight in the food industry. We help restaurateurs and franchisees implement tight financial controls and tax strategies to improve the bottom line.
Scale Your Online Store Smartly
E-commerce moves fast. We specialize in nexus issues, inventory accounting, and multi-state sales tax compliance, letting you focus on scaling your brand.
Protect Your Agency's Earnings
Insurance agencies have unique valuation and compensation models. We provide specialized tax planning to help agency owners maximize their retained earnings.
Institutional Grade
Tax Strategy.
Generating wealth through strategic tax reduction.
Annual tax savings generated for our clients
Jason Astwood
"We look for every legal opportunity to build your wealth."
What is an Enrolled Agent?
Federally licensed tax specialists with unlimited rights to represent you before the IRS.
Specialized
Industry Focus
Unlike generalist CPAs, we specialize in tax code and ethics for specific high-growth industries like Construction, Real Estate, and Food Service.
Trusted by High-Growth
Business Owners
"We were overpaying by $40k/year before Union National Tax reorganized our S-Corp structure. The difference was immediate and significant. Their 'Digital Vault' approach gives me total peace of mind."
"I needed a CFO, not just a tax preparer. Jason and his team helped me forecast cash flow and plan for a major expansion. It feels like having a partner in the business."
"Complexity is my enemy. Union National Tax simplified my multi-state filing and job costing issues. I can finally focus on bidding new work instead of worrying about the IRS."
"The level of detail they go into is unmatched. They found deductions previous accountants missed for years. The 'Digital Vault' keeps everything organized and accessible."
"Professional, secure, and incredibly knowledgeable. They treat my business taxes with the same seriousness as a Fortune 500 company. Highly recommended."
"We were overpaying by $40k/year before Union National Tax reorganized our S-Corp structure. The difference was immediate and significant. Their 'Digital Vault' approach gives me total peace of mind."
"I needed a CFO, not just a tax preparer. Jason and his team helped me forecast cash flow and plan for a major expansion. It feels like having a partner in the business."
"Complexity is my enemy. Union National Tax simplified my multi-state filing and job costing issues. I can finally focus on bidding new work instead of worrying about the IRS."
"The level of detail they go into is unmatched. They found deductions previous accountants missed for years. The 'Digital Vault' keeps everything organized and accessible."
"Professional, secure, and incredibly knowledgeable. They treat my business taxes with the same seriousness as a Fortune 500 company. Highly recommended."
Stop Overpaying.
Start Building Wealth.
Join 500+ business owners who are saving an average of $40k/year. Book your free 15-minute strategy call to unlock your potential savings.
No obligation. 100% Confidential.
Free Consultation
Stop Overpaying Taxes