Strategic Tax Planning & Wealth Building Systems.

Stop overpaying the IRS. Our boutique S-Corp specialists and Fractional CFOs help contractors keep more of what they earn.

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Our Expertise

Comprehensive Financial Solutions.

Design a financial operating system that works for your business. From basic compliance to strategic growth tools.

Strategic Bookkeeping

Focuses on maintaining detailed, accurate records to support cash flow, compliance, and smart decision-making. stay on top of your finances.

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Fractional CFO Services

High-level financial leadership (cash flow, strategy, growth) without the cost of a full-time executive.

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S-Corp Tax Advantage

Expert guidance tailored to maximizing S-Corp tax savings while ensuring compliance. Maximize your S-Corp tax savings.

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Tax Planning Consulting

Personalized strategies built on up-to-date tax law insights to minimize taxes and boost savings.

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Tax Filing & Preparation

End-to-end tax handling that is accurate, compliant, and optimized to reduce liability. Optimized to reduce what you owe.

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New Business Formation

Guidance on smart entity choices to protect assets and maximize tax benefits from day one. Start your business the right way.

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Who We Serve

Specialized Tax Strategy for Your Industry

Construction

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.

Job Costing Analysis
Equipment Depreciation Strategy
Cash Flow Management
Why Us

Why Contractors & E-Com Choose Us

Tax Savings Background
$2M+

Tax savings generated for our clients annually

Lead Expert

Jason Astwood

EA, MBA, FSCP, LUTCF

"We don't just file taxes. We look for every legal opportunity to build your wealth."

JA
Principal
Highest IRS Credential

What is an Enrolled Agent?

An Enrolled Agent (EA) is the highest credential awarded by the IRS. Unlike typical CPAs who may specialize in audits or general accounting, EAs are federally licensed tax specialists with unlimited practice rights.

This means we can represent you before the IRS in all 50 states, handling everything from filings to audits and appeals.

Federal License
Valid in all 50 States
IRS Representation
Unlimited Rights
Specialized Expertise
Focus exclusively on tax code, ethics, and representation.
Our Mission

Local Experts. National Results.

We are strategic partners for contractors and e-commerce owners, providing the personalized attention of a local firm with the capabilities of a national enterprise.

Tax Savings Background
$2M+

Tax savings generated for our clients annually

3,528+
Successful
Cases
48+
Years Combined
Experience
6+
Certified
Experts
Client Success Stories

Trusted by High-Growth
Business Owners

"Jason Astwood is very professional and has a lot of knowledge. I have been using his services the past 3 years and I definitely feel I’m in good hands. I highly recommend Jason and his team. "
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Carla Bassano
"My son shared his experience with Jason Astwood with me. He was so impressed with the service provided that he insisted that I visited Jason's one stop service shop for both my insurance and taxes..."
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Marlene Neptune
"I have been coming to Astwood Insurance for the past 4 years, and he always comes through. Mr. Astwood himself is always professional, gets to the point, and gets you in and out. Really fast process..."
M
Miguel Arriaga
"Jason Astwood helps me a lot, and he is a good guy, thank you."
D
Daniel Sobral
"I’ve been going to Jason for a couple years now. He’s extremely professional and gets your taxes done quick and he’s very nice. Reasonable priced as well "
K
Kylie Turner
Engagement Models

How We Can Work Together

Tax Compliance

Perfect for small businesses needing accurate, worry-free tax preparation and filings.

Annual Tax Returns (Bus & Person)
Quarterly Estimate Calculations
Basic IRS/State Correspondence
Foundation Plan
Most Popular

Fractional CFO

Full-service strategic financial leadership to maximize cash flow and minimize tax liability.

Proactive Tax Planning Strategies
Monthly Bookkeeping & Reporting
Unlimited Strategic Consulting
Strategic Plan
Limited Availability

Eliminate Uncertainty with a Proactive Tax Plan.

Join 500+ business owners saving more on taxes. Book your free 15-minute strategy call to unlock your potential savings.

Book Your Strategy Call
Trusted by 500+ Businesses
Jason Astwood - Union National Tax