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Union National Tax

Union National Tax

Reviews Summary

Customers consistently praise the professionalism, efficiency, and friendly service. Many highlight the thorough explanations, reliable expertise, and excellent customer care. Long-term clients express strong trust, noting years of dependable service and maximum refunds. The team is described as knowledgeable, respectful, and fast, with a welcoming atmosphere. Multiple reviews emphasize high satisfaction, recommending the service without hesitation for both taxes and business needs.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
E-Commerce
Construction
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
E-Commerce
Construction
QuickBooks

Contact Information

Address

287 E 950 S St

Orem, Utah 84058

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed

Customer Reviews

Had a great experience with Union National Tax. The team was super friendly, helpful, and made everything easy to understand. Definitely recommend them!

Date of Visit: 4/13/2019 OVERVIEW - 5.0 Came here kind of out of desperation as time was running out for taxes, and am really happy I did. LOCATION - 5 I found this place as I was driving on the back roads, inside of a little strip mall. PRICE - 5 I paid a reasonable amount considering that the deadline was crunching for taxes. I even got a bit of a return which was great. PRODUCT/SERVICE - 5 Our taxes were prepared by a friendly guy by the name of Jesus. Really helpful and friendly. He even went as

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 needs. I followed his advice and boy, l was so very glad I did. Excellent caring customer service. Knowledgeable and professional. We all need a reliable go to guy. I am extremely happy to have found our tax guy. Good news is I'm not selfish.

I recently completed my 2023 tax declaration with Jason Astwood and I couldn't be more satisfied. Jason and his team provided exceptional service, securing the best refund I've ever received. Beyond his expertise, what truly stands out is his outstanding personality and kindness. Meeting Jason and experiencing his professional approach firsthand has been a genuine pleasure. I highly recommend his services to anyone looking to navigate their taxes with ease and efficiency.

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.

Jason Astwood helps me a lot and he is a good guy, tank you.

Jason has done our taxes for the last 13 years. He is very knowledgeable and kind. He is bilingual which makes our experience easier and faster. If you have an opportunity give him a chance and let him know I recommended him. 5? Jeanine Ibarra

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

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 and would definitely recommend anyone to come do their taxes here or any other needs you may have. I am definitely going to keep coming back here to do my taxes again!!!!

Very friendly as well as extremely knowledgeable and professional. Accommodating when scheduling and very reasonable fees). Patient and helpful in answering questions and explaining the mysteries of taxes ?? So glad I switched from my previous "big name" (and big fees) tax prep company!

My first experience with Jason, and that will repeat again, again. Very good service and attention. It?s very confident when you do stuff with people that know what they?re doing, I like the service.

I?ve done my taxes here for about 5 years. Jason is great and makes sure I always get the best service. Highly recommend.

This has been the best place for me to come every time I get my taxes done their nice honest and great customer service I always recommend this company. They are an awesome company and I enjoy coming back every year.

We have been doing our taxes with Jason for a couple years now and every single time he has been extremely efficient and helpful with the whole process, he makes filling our taxes an easy stress free process.

I get my taxes done here because the staff has always been respectful and friendly. Jason is great and he knows his stuff for sure.

Jason is the best to work with!! He has helps us with our taxes, payroll and book keeping services. He goes above and beyond to give tips and recommendations to help our business grow.

Jason has been doing my taxes for the last 3 years and he has been amazing even when I moved to California he still takes care of me and my family. He is honest and knowledgeable I highly recommend him and his staff and team they are amazing!!!!!

Best place in all Utah. Thanks to Jason and his team for a great service and for the care that they provide to the people!. 100% recommend it!

Great customer service and a very warm and welcoming atmosphere here. Was treated in a timely and professional manner. Sat down with Jason and he talked me through my taxes and got me a great return. If you?re looking for a reliable place to do your taxes this is the one!

Jason did a really good job, he made the process of taxes really simple and easy. definitely will be gone back to him next tax season

Jason is very kind and very good at doing taxes. Every year I filed my taxes with him I always received my maximum refund.

Jason always makes tax season a bit less stressful for us. We don?t go to anyone else, they have the best service here.

Extremely helpful, and very detailed with what they do and how they do it. Jason did everything he could to help me, and get me the most out of my tax return.

Amazing! Ive been coming here to get my taxes done for about 3 years, quick, easy and affordable! Never had issues

Great customer service and amazing character, really helped us out with filing and made it completely painless

Jason has done my taxes for the past years! He has been the greatest, very organized and very helpful!!! Highly recommended

Very nice tax professional and friendly and take time to explain my questions the best his name J Jason Astwood

Great job very professional I would recommend everyone to go if you need help with taxes

My first experience with Jason, and that will repeat again, Very good service and attention. It?s very confident when you do stuff with people that know what they?re doing

Jason is very nice and knowledgeable wonderful atmosphere recommend going here

I have been working with Jason for 5 years! Not only we are happy with his service but we are happy with the overall performance.

Jason is super helpful and explains everything the best to your understanding! Definitely recommend for your tax needs and insurance

Jason was amazing! Made filing taxes easy and pain free! I will definitely return next year.

Jason is pretty professional and all the work are done very quickly.

Very nice people, had not had a problem here, i will keep coming back here!

Amazing service, totally recommend!! Organized and pretty nice attention.

Great service as always don?t hesitate to file taxes here

Jason is amazing and has great customer service amazing with handling taxes and very knowledgeable very informative of what is going on with your taxes

Excellent experience doing taxes with Union Nation Tax, Jason was very patient and friendly, we recommend this office.

I have been filing my taxes with them for the past few years! Great services!

Good guy easy to work with and ever thing get done right

He is awesome and he answered all of our questions.

100% recommended, clarifies all the doubts we had

Very Helpful and friendly people! Recommend coming here! I will be back!

Great costumer service.. car insurance and tax prepare Jas?n the best agent tax

Helped us out and made it easy and fast for us

Great place to file your taxes!!

Very professional with tax preparation will definitely be coming back to them next year

very helpful and great service

I always do my taxes with union national tax . They?re the best !

good experience and very professional

Great service every time

They helped out a lot we always come with them!

Very efficient, and professional.

Great place for taxes! Come over and check it out!

The best place in town for your taxes.

Very nice and super professional!

(Translated by Google) Very good service ?? %recommending and very honest (Original) Muy buen servicio ?? %recomendando y muy honesto

(Translated by Google) Good service and explanations, it cleared up many of our doubts. (Original) Buena atenci?n y las explicaciones, nos sac? de muchas dudas

(Translated by Google) Excellent service, he helped me a lot, gave me a lot of information and answered all my questions, I recommend it (Original) Excelente servicio, me ayud? bastante me dio mucha informaci?n y respondi? a todas mis preguntas, lo recomiendo

(Translated by Google) Jaime is an excellent person in his work, very explicit and responsible, he does a good job, dedicated (Original) Jaime es una excelente persona en su trabajo muy expl?cita y responsable hace un buen trabajo dedicado

(Translated by Google) A pleasant experience. Very satisfied with the results, it was more than I expected. 100% recommended. You won't regret it. (Original) Una experiencia grata. Muy satisfecha con los resultados, fue m?s de lo que esperaba. 100% recomendados. No se arrepentir?n.

(Translated by Google) I put my tax return in the best of hands! The treatment is extremely professional and they assure you the best compensation. I highly recommend them (Original) Mi declaraci?n de impuestos la puse en la mejor de las manos! el trato sumamente profesional y te aseguran la mejor compensaci?n. Los recomiendo ampliamente

(Translated by Google) Excellent service, they explain very well and are very friendly at all times. (Original) Excelente servicio, explican muy bien y son muy amigables en todo momento.

(Translated by Google) I loved doing my taxes with Jason Astwood, he helped me throughout my small business. (Original) Me encant? acer mis taxes con Jason Astwood me ayud? en todo mi peque?o negocio

(Translated by Google) Very good service, they serve you very well, they answer all your questions very helpful. Very capable jason astwood (Original) Muy buen servicio, te atienden muy bien , contestan todas tus dudas muy serviciales. Muy capacitado jason astwood

(Translated by Google) Excellent service and attention... very satisfied and everything was fast (Original) Excelente servicio y atenci?n .. muy conformes y r?pido todo

(Translated by Google) Excellent Attention (Original) Exelente Atencion

(Translated by Google) Excellent service, very fast and secure. If you're looking for a place to do your taxes, this is the place. (Original) Excelente atenci?n, muy r?pido y seguro. Si buscas un lugar para hacer tus taxes este es el lugar.

(Translated by Google) Pleasant atmosphere, spectacular treatment, everything very clear, very efficient. (Original) Agradable ambiente, espectacular trato, todo muy claro, muy eficiente.

(Translated by Google) The truth is, very kind, very patient, he explains very well and helps you as much as he can and so that it goes well for you, he explains well. (Original) La verdad muy amable muy pasiente te explica muy bien y te ayuda lo m?s que puede y para que te valla bien te explicit bien

(Translated by Google) I did my taxes with j.jason astwood (Original) Yo hice mis taxes con j.jason astwood

(Translated by Google) I highly recommend it because it helped me with my taxes. (Original) Lo recomiendo mucho porque me ayudo con mis impuestos

(Translated by Google) Very good attention. They treat me with good service and friendship. They are very fast and safe. (Original) Muy buena atenci?n. Me tratan con buen servicio y amistad. Son muy r?pidos Y seguro.

(Translated by Google) Professional tax prepare. Very professional in his work and they treat him like family. (Original) Professional tax prepare. Muy profesional en su trabajo y lo tratan como familia.

(Translated by Google) Thank you very much for the excellent and professional service (Original) ???? ????? ??? ?????? ???????? ? ????????

(Translated by Google) Excellent, very professional service. Totally recommended. (Original) Excelente servicio muy profesional. Totalmente recomendable.

(Translated by Google) I recommend this place to get your taxes good service (Original) Recomiendo este lugar para aser sus tax buen servicio

(Translated by Google) Very good and fast.. (Original) Muy bien y r?pido..

(Translated by Google) Good service I recommend this place (Original) Buen serbicio recomiendo este lugar

(Translated by Google) Excellent tax preparation! (Original) Excelente preparaci?n de taxes!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.