The Architects of Modern Wealth.
Union National Tax bridges the gap between complex IRS regulations and the agile needs of modern consultants, creators, and agencies.
Strategy Built on
Uncompromising Precision.
At Union National Tax, we believe tax preparation is just the baseline. True value lies in the strategy that happens before the filing. Our mission is to bridge the gap between complex tax code and the agile needs of modern business.
Architects of Your Wealth.
Our specialized team combines deep tax expertise with digital-first agility to protect your growth.
Sue D
Senior Tax Accountant
Jose M
Director of Restaurant Operations
Desi A
Client Relations Director
Kevin A
Sales and Marketing Manager
Nela M
Senior Bookkeeper
Anna S
Senior Accountant
Nancy M
Executive assistant / Client Services Manager
Jona O
Sr. Customer Relations Manager
Alex A
Trusted Expert
Ron G
Trusted Expert
Ricard L
Trusted Expert
Certified • Specialized • Compliant
