Union National Tax

Union National Tax Serving Virtually Nationwide. We are a local tax company with over 11 years of experience preparing taxes, payroll and bookkeeping. Tax season can be stressful.

Union National Tax is a team of IRS Enrolled Agents, Tax Strategist and CPAs with over 20 years of experience helping individuals and business owners minimize taxes, stay compliant, and build financial confidence year-round. With no corporate overhead, we can offer the same services as other tax companies at a friendly, affordable price. We're licensed by the IRS in all 50 states to file your taxe

s and help you get the refund your deserve. We file electronically so your taxes and information are safe, secure, and you can be reconciled as quickly as possible. Let us help you make this year's taxes as simple as possible.

06/02/2026

Stop chasing more sales if your bucket has a hole in it! 🛑

A lot of business owners think the answer to their financial stress is just "more revenue." But if your tax structure isn't set up correctly, higher sales just mean a bigger tax bill—and the exact same level of stress.

Work smarter, not harder. Let’s fix your setup so you can actually keep what you earn.

👉 Follow for smarter business finances.

Hashtags:

A roofing contractor called me last October.He'd just gotten off the phone with his CPA.$38,000 tax bill. Due in 90 days...
06/02/2026

A roofing contractor called me last October.

He'd just gotten off the phone with his CPA.
$38,000 tax bill. Due in 90 days.

He thought something was wrong. An error. A mistake.
There was no mistake.

He'd been running his LLC the same way for 6 years. Making more money every year. Paying more taxes every year. Never questioning it.

His CPA filed accurately. Did nothing illegal. Charged him $800 to do it.
The problem wasn't the filing. The problem was the structure.

He'd never been set up as an S-Corp. Which meant every dollar of profit was subject to self-employment tax — on top of income tax.

We restructured him in November. Ran payroll correctly. Set up an accountable plan.

His 2024 tax bill? $14,200.

Same revenue. Same business. $23,800 difference.

If you're a contractor pulling in $150K+ and you've never had this conversation — you need to.

Not with me necessarily. Just with someone who actually does tax strategy, not just tax filing.

There's a difference. Most people find out what that difference costs them the hard way.

Happy to run the numbers for anyone curious. Link in comments.

05/28/2026

Trevor Noah explains a concept in this video that most business owners never fully understand.

And after working with businesses for more than 20 years, I can tell you this:

The wealthiest people I know don’t focus on making more money.

They focus on owning more assets.

That’s a very different mindset.

Most people spend their entire lives chasing income.

A bigger salary.
A bigger commission.
A bigger bonus.

But income is typically the most heavily taxed form of money you can earn.

Business owners who build real wealth eventually learn a different game.

They build assets.

Businesses.
Real estate.
Intellectual property.
Investments.
Systems that can grow in value over time.

Why?

Because income is taxed when you earn it.

Assets can appreciate for years without triggering tax until they’re sold.

That’s one of the reasons you’ll often hear the phrase:

“Don’t just work for money. Build something that works for you.”

Now, before anyone gets upset, I’m not saying everyone should become a billionaire.

What I am saying is that most entrepreneurs spend too much time working IN the business and not enough time building the value OF the business.

As a Fractional CFO and tax strategist, I’ve seen this firsthand.

The owners who create lasting wealth are usually the ones who eventually shift from asking:

“How much income did I make this year?”

To asking:

“What asset did I build this year?”

That single mindset shift can change the trajectory of a business.

So here’s my question:

If you stopped looking at your business as a source of income and started looking at it as an asset, what would you do differently today?

👇 Drop your answer in the comments.

♻️ Repost this if you know a business owner who’s working hard but hasn’t yet made the shift from earning income to building wealth.

🔔 Follow me for insights on tax strategy, business growth, cash flow, and building a business that’s worth more than just this year’s profits.

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05/27/2026

Simon Sinek explains this better than most people.

After working with businesses for over 20 years as a financial advisor, tax strategist, Fractional CFO, and IRS Enrolled Agent, I can tell you this pattern is absolutely real.

I’ve sat across from highly intelligent business owners…
Some making $200K a year.
Others making millions.

And the biggest difference usually wasn’t intelligence, education, or even opportunity.

It was how they responded under pressure.

Because eventually every entrepreneur gets tested.

An IRS notice arrives.
Payroll is due.
Cash flow gets tight.
A major client leaves.
A project fails.
A deal falls apart.

That’s when you discover the mindset behind the business.

Some people panic.

They avoid the numbers.
Blame employees.
Blame the economy.
Blame everyone except themselves.

Others do something completely different.

They slow down.
Face reality.
Control their emotions.
Adjust strategy.
Protect the team.
And move forward anyway.

Ironically, those are usually the people who continue building wealth long term.

One thing I’ve learned working inside businesses for over two decades:

Financial leadership is emotional leadership.

Because a business can rarely grow beyond the emotional stability of the person leading it.

The entrepreneurs who survive difficult seasons are usually the ones who can stay calm while everyone else is losing control.

So I’ll leave you with this:

→ What do you tell yourself when things are going well?
→ What do you tell yourself when things fall apart?

Because eventually, that internal conversation becomes your business reality.

05/26/2026

You wouldn’t skip leg day, so don't skip out on your financial planning! 🏋️♂️ If you want to scale your business and keep more of your hard-earned money, you need a solid strategy before the new quarter hits.

Here is your 4-step checklist to get ahead:
1️⃣ Compare this year's revenue and expenses to last year's.
2️⃣ Review your top 3 expense categories for saving opportunities.
3️⃣ Set clear budget & revenue goals.
4️⃣ Schedule your Q1 tax planning early!

Stop reacting to your finances and start directing them. Drop a 🔥 if you're ready to level up your business planning this year!

05/22/2026

Think your business expenses are safe? Think again! 🧐 Most IRS audits happen because of one specific form. Watch as we break down the red flags that put you on the IRS radar and how to protect yourself. 🛡️ Don't let "sham" expenses lead to an audit!

05/21/2026

🛑 STOP HUSTLING. START STRUCTURING. 🛑

Most business owners think the solution to a plateau is just "working harder." But more hustle usually just leads to more burnout.

The real secret? Better structure. When your business and finances are structured correctly, you stop being a slave to the grind. Don't fall into the trap of "Work More, Keep Less." It's time to flip the script: Work smarter, keep more.

Ready to fix your business foundation? Tap the link in our bio to see how we help you keep what you earn. 💼📈

05/20/2026

Feeling buried under years of unfiled taxes? Don’t panic—there’s a way out! 📉💼

In this video, we’re breaking down the IRS Catch-Up Method. Learn how to:

Access your tax history through the IRS portal 🖥️

File year-by-year from 2019 to 2023 🗓️

Organize expenses if you’re self-employed 📑

Set up payment plans or seek taxpayer relief 💸

It might feel overwhelming, but taking it one step at a time makes it manageable. Start your journey to tax freedom today! 🚀

05/19/2026

Don’t leave money on the table! 💸 The end of the year is approaching fast, and increasing your 401(k) contributions before December 31st is one of the smartest moves you can make.

Not only are you paying your future self, but you’re also lowering your taxable income—which could mean a much bigger tax refund check come springtime. 📈🏦

Drop a "💰" if you’re ready to maximize your savings this year!

Address

285 E 950 S (Basement Suite)
Orem, UT
84058

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm
Saturday 9am - 5pm

Telephone

+13854255410

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