Union National Tax

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Union National Tax We help construction & trades business owners keep more of what they earn. Virtual, nationwide, no-nonsense. Tax season can be stressful.

IRS Enrolled Agents + Fractional CFOs specializing in S-Corp strategy, tax planning & profit systems for $500K–$10M companies. We are a local tax company with over 11 years of experience preparing taxes, payroll and bookkeeping. 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 taxes 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.

The best time to plan for taxes was January. The second-best time is today.Every week you wait is a week of moves you ca...
10/17/2026

The best time to plan for taxes was January. The second-best time is today.

Every week you wait is a week of moves you can't make retroactively. The calendar is the strategy.

Free 15-minute diagnostic: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

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El mejor momento para planear tus impuestos fue enero. El segundo mejor momento es hoy.

Cada semana que esperas es una semana de movimientos que no podrás hacer retroactivamente. El calendario es la estrategia.

Diagnóstico gratuito de 15 minutos: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

Every dollar you overpay in taxes is a dollar your business can't use to grow.Overpaying isn't noble — it's a leak. And ...
10/16/2026

Every dollar you overpay in taxes is a dollar your business can't use to grow.

Overpaying isn't noble — it's a leak. And leaks get fixed with planning, not with wishing.

Free 15-minute diagnostic: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

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Cada dólar que pagas de más en impuestos es un dólar que tu negocio no puede usar para crecer.

Pagar de más no es noble — es una fuga. Y las fugas se arreglan con planeación, no con deseos.

Diagnóstico gratuito de 15 minutos: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

Hope is not a tax strategy.If your plan is "let's see what happens in April," that's not planning — that's gambling. The...
10/15/2026

Hope is not a tax strategy.

If your plan is "let's see what happens in April," that's not planning — that's gambling. The owners who keep the most are the ones planning in October.

Free 15-minute diagnostic: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

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La esperanza no es una estrategia fiscal.

Si tu plan es "a ver qué pasa en abril," eso no es planear — es apostar. Los dueños que más conservan son los que planean en octubre.

Diagnóstico gratuito de 15 minutos: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

The 3-account system every contractor needs.Most contractors I meet run their entire business through one bank account —...
10/13/2026

The 3-account system every contractor needs.

Most contractors I meet run their entire business through one bank account — then act surprised at tax time when the money's gone.

The fix isn't complicated. It's 3 accounts:

1. Operating — every dollar in, every bill out.
2. Tax Reserve — a fixed cut of every deposit, moved the day it lands.
3. Profit Vault — your salary comes from Operating; what builds up here is your growth fund.

Which account are you missing? I do free 15-minute diagnostics — grab a spot here: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

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El sistema de 3 cuentas que todo contratista necesita.

La mayoría de los contratistas que conozco manejan todo su negocio con una sola cuenta bancaria — y luego se sorprenden cuando llega la temporada de impuestos y el dinero se acabó.

La solución no es complicada. Son 3 cuentas:

1. Operativa — cada dólar que entra, cada gasto que sale.
2. Reserva de impuestos — un porcentaje fijo de cada depósito, movido el mismo día que llega.
3. Bóveda de ganancias — tu salario sale de la operativa; lo que se acumula aquí es tu fondo de crecimiento.

¿Cuál cuenta te falta? Hago diagnósticos gratuitos de 15 minutos — reserva aquí: https://api.leadconnectorhq.com/widget/bookings/sbgopjvf9odyrfgwqojx7e1umh

December 31 is a deadline, not a suggestion.Contractors — 3 moves before the year closes:1. Buy next year's needs this y...
10/12/2026

December 31 is a deadline, not a suggestion.

Contractors — 3 moves before the year closes:

1. Buy next year's needs this year. Equipment, materials, and prepaids bought before Dec 31 can lower this year's taxable income. Need it in Q1? Buy it in Q4.

2. Fund your retirement before the clock runs out. A Solo 401(k) or SEP can shelter serious income — but the window closes December 31.

3. Fix your entity before January. Profitable LLC taxed as a sole prop? Every month you wait costs you.

Which one are you missing? A free 15-minute diagnostic is all it takes to find out — link in bio.

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El 31 de diciembre es una fecha límite, no una sugerencia.

Contratistas — 3 movimientos antes de que cierre el año:

1. Compra este año lo que necesitarás el próximo. Equipos, materiales y gastos prepagados comprados antes del 31 de diciembre pueden reducir tu ingreso gravable de este año. ¿Lo necesitas en Q1? Cómpralo en Q4.

2. Financia tu retiro antes de que se acabe el tiempo. Un Solo 401(k) o SEP puede proteger ingresos importantes — pero la ventana se cierra el 31 de diciembre.

3. Corrige tu entidad antes de enero. ¿LLC rentable tributando como propietario único? Cada mes que esperas te cuesta.

¿Cuál te falta? Un diagnóstico gratuito de 15 minutos es todo lo que necesitas para descubrirlo — enlace en la bio.

If you think a crew member making $35/hour costs your business $35/hour, your project bids are leaking money before work...
10/07/2026

If you think a crew member making $35/hour costs your business $35/hour, your project bids are leaking money before work even begins.

A CFO calculates your Fully Burdened Labor Rate—the real hourly cost after accounting for:
🔹 Payroll taxes & workers’ compensation insurance
🔹 Paid time off & healthcare benefits
🔹 Unbillable downtime, safety meetings, and shop transit
🔹 Small tools, field gear, and vehicle overhead

That $35/hour worker often costs your business $52 to $58/hour in true operational outlay.
If your job pricing templates don't reflect your fully burdened rates, you're giving away your profit margin on every labor hour billed.

💼 Union National Tax | Fractional CFO & Advanced Construction Accounting
📥 DM us "BURDEN" to calculate your company's true labor burden rates.

CLIENT CASE STUDY: Commercial Electrical & Technology Contractor ($2.1M to $5.3M Revenue)❌ THE CHALLENGE:The business gr...
10/06/2026

CLIENT CASE STUDY: Commercial Electrical & Technology Contractor ($2.1M to $5.3M Revenue)

❌ THE CHALLENGE:
The business grew rapidly over 2 years, but the owner felt constantly on the edge of a cash crunch. Payroll was growing faster than cash collections, and unbilled job retention was locking up critical capital.

💡 THE UNT SOLUTION:
We implemented our total enterprise financial system:
Established formal retainage-tracking ledgers and streamlined collection workflows.
Implemented weekly cash runway forecasting tied directly to project milestones.
Restructured owner tax planning to keep working capital inside the operational entity.

📈 THE RESULT:
🟢 Scaled revenue to $5.3M safely over 24 months.
🟢 Built a $450,000 cash reserve balance in operating accounts.
🟢 Owner successfully stepped out of daily invoicing to focus on strategic sales.
Scale your business without losing control of your cash.

💼 Union National Tax | Advanced Tax Strategy & Fractional CFO Services
📩 DM us "GROWTH" to build your custom growth roadmap.

Contractor & Service Business RealityLucky contractors might hit a great year because the market is hot.Systematic contr...
10/05/2026

Contractor & Service Business Reality

Lucky contractors might hit a great year because the market is hot.
Systematic contractors hit high profitability year after year—regardless of market conditions.

Highly profitable trade and service companies rely on a 4-part financial engine:
1️⃣ Clean Bookkeeping: Daily financial accuracy so numbers are trustworthy.
2️⃣ Job Costing: Real-time visibility on labor, materials, and overhead per project.
3️⃣ Proactive Tax Strategy: Retaining maximum profit legally throughout the year.
4️⃣ CFO Guidance: Forward-looking cash flow models to drive growth decisions.
Stop relying on luck. Build a financial profit system.

💼 Union National Tax | The Financial Partner for Construction & Service Businesses
💬 DM us "ENGINE" to upgrade your financial infrastructure.

Money Leak  #8: Untracked Job Materials & Shop Inventory.Over-ordering materials "just to be safe" on a job site without...
10/02/2026

Money Leak #8: Untracked Job Materials & Shop Inventory.

Over-ordering materials "just to be safe" on a job site without properly returning unused stock or reallocating it to the next contract drains thousands in silent cash flow.

Where the leak occurs:
🚨 Materials purchased for Job A sitting forgotten in the shop
🚨 Suppliers overcharging past quote agreements due to unreviewed receipts
🚨 Job estimates charged twice for stock items that were already paid for

Precise job costing ensures every single dollar of inventory is accounted for, billed, and credited accurately.
Clean up your inventory tracking. Reclaim your cash.

💼 Union National Tax | Job Costing & Financial Control
🔗 Link in bio to book a Financial Audit.

Writing a massive estimated tax check every quarter without knowing if you are overpaying or underpaying is stressful.Wi...
10/01/2026

Writing a massive estimated tax check every quarter without knowing if you are overpaying or underpaying is stressful.
With proactive quarterly tax strategy reviews, we align your actual year-to-date net profit with accurate projections.

What happens during a Quarterly Strategy Session:
🟢 Recalculate optimal owner compensation structures based on actual margins
🟢 Review current capital expenditure plans to capture timing advantages
🟢 Adjust tax reserves so your cash flow remains predictable
Eliminate tax surprises forever with proactive quarterly adjustments.

💼 Union National Tax | Advanced Tax Strategy & CFO Services
📩 DM us "QUARTERLY" to schedule a strategy assessment.

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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