Union National Tax is honored to be recognized as the Best Tax Planning Firm for Construction & Restaurant Businesses in the United States of 2025 by Evergreen Awards. This esteemed recognition highlights the firm’s exceptional ability to help businesses in the construction and restaurant industries optimize their tax strategies, reduce liabilities, and achieve long-term financial success. With its proactive approach and deep industry expertise, Union National Tax continues to be a trusted partner for business owners seeking to improve their financial outlook.

Mastering the Complexities of Construction and Restaurant Finances

The construction and restaurant sectors face unique financial challenges that require tailored solutions. From managing job costing and labor margins in construction to optimizing inventory and profitability in restaurants, Union National Tax has built its reputation by mastering these complexities. By offering strategic tax planning, cash flow management, and financial forecasting, Union National Tax helps clients in these industries maximize their tax savings and position their businesses for sustainable growth.

Under the leadership of Jason Astwood, an experienced tax strategist and founder of Union National Tax, the firm has helped countless clients navigate the intricacies of their industries. Their Proactive CFO Solution is at the heart of their service offering, integrating tax planning with financial strategy to ensure clients are not only compliant but also financially empowered to make smarter, growth-oriented decisions.

Tailored Strategies for Maximum Tax Savings

What sets Union National Tax apart is their focus on proactive tax planning. Rather than just preparing tax returns, the firm works with clients to create customized strategies that help them minimize their tax liabilities year-round. For restaurant owners, this means optimizing payroll, managing inventory effectively, and structuring the business to take advantage of available tax breaks. For construction businesses, Union National Tax focuses on improving job costing, managing subcontractor expenses, and identifying overlooked tax credits.

These personalized strategies have delivered significant savings for Union National Tax’s clients. For example, the firm helped a landscaping business grow from under $500,000 in revenue to $3.9 million by restructuring the company, converting it to an S-corporation, and implementing proactive tax strategies. This transformation resulted in significant tax savings and enhanced profitability, showcasing the firm’s ability to deliver measurable results.

Real-World Impact on Clients’ Financial Success

Union National Tax’s approach to tax planning and financial strategy has led to real-world success for many of their clients. One restaurant owner shared, "Jason gave me confidence and control over my business again. I finally understand where my money is going, and I have a plan for growth. His systems are life-changing." This sentiment is echoed by many of the firm’s clients, who have experienced both financial clarity and growth as a result of Union National Tax’s expert guidance.

The firm’s ability to offer comprehensive financial services, from tax planning to CFO-level strategy, has been instrumental in transforming the businesses of its clients, allowing them to thrive even in the face of complex financial challenges.

Why Union National Tax Leads the Way

Union National Tax’s commitment to proactive, strategic financial planning is what truly sets them apart. By providing not just tax preparation, but also comprehensive CFO services, the firm offers its clients a level of financial insight typically reserved for larger companies. Their expertise in construction and restaurant industries, combined with their client-centered approach, enables Union National Tax to provide personalized solutions that drive growth and reduce financial stress.

It is this unique blend of expertise, strategy, and hands-on support that has earned Union National Tax the title of Best Tax Planning Firm for Construction & Restaurant Businesses in the United States of 2025 from Evergreen Awards.

For more information about how Union National Tax can help optimize your financial strategies, visit their website.