What are the opening hours?

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

Union National Tax

Home
United States
Orem, UT
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.

09/03/2026

Contractor & Service Business Reality

Winning a bid feels great.
Completing a project feels better.
Realizing you broke even after 4 months of work feels terrible.

A common pattern in commercial construction and service work is letting winning jobs subsidize losing jobs.
If Job A makes $50k profit, but Job B loses $30k due to untracked labor overruns, you didn't grow—you just worked twice as hard for $20k.

Precise Job Costing isolates profit margins project-by-project so every single contract contributes to your bottom line.
Build a business where every job wins.

💼 Union National Tax | Advanced Accounting, Tax & CFO Services
💬 Comment or DM us "JOBCOST" to evaluate your project margins.

🔗Please describe your tax issue, and we will match you with the appropriate specialist: https://unionnationaltax.com/en/contact

09/02/2026

Money Leak #4: Inefficient Payroll Allocation.

Payroll is usually the single largest expense item for trade and service businesses.
But do you know your Revenue Per Employee ratio? Or your Unbilled Hours Percentage?

Money leaks happen when field staff spend hours driving between unoptimized job routes, waiting on supplier deliveries, or performing unbilled warranty work.
When payroll isn't tied to job costing and performance metrics, profit leaks out every hour.

Optimizing labor efficiency isn't about micromanagement—it's about building systems that protect your team's productivity and your margins.

💼 Union National Tax | Payroll Integration & Financial Control
🔗Please describe your tax issue, and we will match you with the appropriate specialist: https://unionnationaltax.com/en/contact

09/01/2026

Tax Strategy Tuesday

Most business owners think tax strategy is about finding hidden deductions at year-end.
Advanced tax strategy is about how you structure your business operational flow every single month.

Core strategies every growing trade or service business should evaluate:
🔹 Optimized Board & Officer Compensation – Balancing salary, distributions, and tax efficiency.
🔹 Heavy Vehicle & Equipment Strategies – Maximizing write-offs aligned with actual cash flow needs.
🔹 Accountable Plan Implementation – Turning personal expenses paid for business into tax-free reimbursements.
Don't wait until tax season to ask what you could have saved.

💼 Union National Tax | Strategic Tax Planning & CFO Services
📩 Send us a message to audit your current tax strategy.

Please describe your tax issue, and we will match you with the appropriate specialist: https://unionnationaltax.com/en/contact

08/31/2026

Monday Morning CEO

If you can't state these 5 numbers for your business off the top of your head, you're operating with blind spots:

1️⃣ True Overhead Burden Rate – The exact hourly cost to keep your doors open before field labor.
2️⃣ Gross Margin Target – The precise percentage needed on every bid to cover overhead and hit net profit goals.
3️⃣ Average Days Sales Outstanding (DSO) – How long it actually takes to get paid after invoicing.
4️⃣ Work in Progress (WIP) Net Position – Whether you are cash-positive or negative across all active jobs.
5️⃣ Net Profit Margin – What actually stays in the company after every bill and salary is paid.

When you master these 5 metrics, you gain complete financial command.
💼 Union National Tax | Fractional CFO & Advanced Financial Strategy
📲 DM us "FIVE" to map out your 5 core metrics.

Please describe your tax issue, and we will match you with the appropriate specialist: https://unionnationaltax.com/en/contact

08/28/2026

CLIENT CASE STUDY: Regional Plumbing & Piping Business ($4.0M to $5.8M Revenue)

❌ THE CHALLENGE:
The company was turning away larger opportunities because they lacked the cash visibility to confidence-bid bigger jobs or manage the increased payroll demand.

💡 THE UNT SOLUTION:
We stepped in as their Fractional CFO and advanced accounting partner:
Built a rolling 13-week cash forecasting model to ensure payroll security.
Negotiated improved supplier terms based on historical purchasing data.
Implemented real-time gross profit tracking by field squad.

📈 THE RESULT:
🟢 Scaled revenue from $4.0M to $5.8M in 14 months safely.
🟢 Net profitability increased by 4.5% across all operations.
🟢 Owner secured line-of-credit backing based on clean, audited financial reports.
Scaling without financial visibility is dangerous. Scaling with control is unstoppable.

💼 Union National Tax | Fractional CFO & Advanced Tax Strategy
📩 DM us "SCALE" to build your growth framework.

Please describe your tax issue, and we will match you with the appropriate specialist: https://unionnationaltax.com/en/contact

08/27/2026

Contractor & Service Business Reality

Working 60-hour weeks.
Trucks on the road every day.
Phones ringing off the hook.
Yet when Friday payroll comes around, the stress sets in.

Being busy is easy. Being profitable requires systems.
Bookkeeping alone only tells you what you spent yesterday. Financial Control combines job costing, cash flow forecasting, and payroll structure so you know exactly what your margin is before you take on the next bid.

Stop working for your business. Make your business work for you.
💼 Union National Tax | Advanced Accounting & CFO Services
💬 Drop a comment or DM us "PROFIT" to discuss your financial roadmap.
Please describe your tax issue, and we will match you with the appropriate specialist: https://unionnationaltax.com/en/contact

08/26/2026

𝗠𝗼𝗻𝗲𝘆 𝗟𝗲𝗮𝗸 #𝟯: 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗖𝗹𝗶𝗲𝗻𝘁𝘀' 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀.

You pay your crew weekly.
You pay your suppliers net-30.
Your clients pay you net-60 (or net-90).

Notice the gap? You are essentially serving as an un-funded bank for your clients.
As your revenue grows, this gap gets wider and wider—which is why companies often go broke while growing fast.

How to fix it:
✅ Structured billing milestones tied to production, not arbitrary dates.
✅ Upfront deposit requirements covering initial material mobilization.
✅ Enforced late fee and interest terms on overdue accounts.
Protect your cash flow like the lifeblood of your business—because it is.

💼 Union National Tax | Cash Flow Management & Advanced Accounting
🔗 Visit the link in bio to learn more about our CFO services.
Please describe your tax issue, and we will match you with the appropriate specialist: https://unionnationaltax.com/en/contact

08/25/2026

Should you transition your LLC to an S-Corp taxation status? 📊

It’s one of the most common questions small business owners ask. While an S-Corp election can lower your self-employment taxes by splitting profits into reasonable salary and distributions, it isn't automatically the right move for everyone.

Running an S-Corp introduces added costs and complexity, including:

Mandatory payroll setup

Separate corporate tax filings

Strict bookkeeping requirements

Ongoing corporate compliance

If your profit isn't high enough yet, these operational costs can quickly swallow your tax savings. Don't make the switch just because social media says every business needs one—run the numbers!

Wondering if S-Corp taxation fits your business? DM us "S CORP" and let’s look at your numbers together.

08/24/2026

Are you waiting until February or March to start thinking about your taxes? 🚨 That’s the #1 mistake business owners make.

Tax preparation looks backward: "What happened last year?"
Tax planning looks forward: "What can we do NOW to legally lower your tax bill?"

If you only send documents to your accountant once a year, you have tax preparation—not tax planning. At Union National Tax, we help business owners stay proactive and keep more of what they earn.

💬 DM us the word TAX to start planning ahead!

08/21/2026

𝗖𝗹𝗶𝗲𝗻𝘁 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗦𝘁𝗼𝗿𝘆 / 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝘆

CASO DE ESTUDIO: Contratista de movimiento de tierras y preparación de terrenos (ingresos de 5,8 millones de dólares)

❌ 𝗧𝗛𝗘 𝗖𝗛𝗔𝗟𝗟𝗘𝗡𝗚𝗘:
El cliente estaba asumiendo obras municipales de mayor envergadura, pero se quedaba sistemáticamente sin liquidez a mitad de los proyectos. Los costes de mantenimiento de la maquinaria no se controlaban y la tramitación de las órdenes de modificación se retrasaba 45 días.

💡 𝗧𝗛𝗘 𝗨𝗡𝗧 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡:
Implementamos un sistema integrado de dirección financiera y de cálculo de costes por proyecto:
Reestructuramos el seguimiento de los proyectos para facturar las órdenes de modificación semanalmente.
Implementamos tarifas de asignación de equipos para realizar un seguimiento de los costes reales de la maquinaria por proyecto.
Creamos una previsión de flujo de caja móvil de 13 semanas integrada con la nómina.

📈 𝗧𝗛𝗘 𝗥𝗘𝗦𝗨𝗟𝗧:
🟢 Los márgenes medios por proyecto aumentaron del 11 % al 22 %.
🟢 La velocidad de cobro de las órdenes de modificación se redujo de 45 a 10 días.
🟢 Se estableció una reserva de efectivo de 310 000 $ en un plazo de 9 meses.

Deja de permitir que unas finanzas operativas desorganizadas frenen tu crecimiento.
💼 Union National Tax | CFO a tiempo parcial y estrategia fiscal avanzada
📩 Envíanos un mensaje directo con la palabra «CASO PRÁCTICO» para programar tu evaluación financiera estratégica.

Describe tu problema fiscal y te pondremos en contacto con el especialista adecuado: https://unionnationaltax.com/en/contact

Tiempo Parcial

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

Website

http://www.unionnationaltax.com/

Alerts

Be the first to know and let us send you an email when Union National Tax posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Union National Tax: