About Us

 

Your Trusted Tax & Accounting Partner for Over 20 Years

At First Union Tax, we take the stress out of tax preparation and financial management by providing expert solutions tailored to individuals, small businesses, and nonprofit organizations. With over two decades of industry experience, we have helped countless clients maximize tax savings, ensure IRS compliance, and optimize financial planning strategies.

Navigating taxes can be confusing, and the laws are constantly changing. That’s why our AFSP-certified professionals stay updated on the latest tax regulations to ensure accuracy, compliance, and maximum deductions for our clients. We are more than just tax preparers—we are financial strategists who work to help you keep more of your hard-earned money while securing a strong financial future.

Our Story & Commitment

First Union Tax was founded with a simple yet powerful mission: to provide accurate, ethical, and personalized tax and accounting services that help individuals and businesses grow financially while staying compliant with tax laws. Over the years, we have built a reputation for reliability, precision, and client-first service, making us a trusted partner in financial success.

We understand that every client has unique financial circumstances, which is why we take a personalized approach to tax preparation and accounting. Whether you’re a freelancer, a small business owner, a real estate investor, or managing nonprofit finances, we tailor our services to fit your needs. Our team works diligently to identify tax-saving opportunities, minimize liabilities, and provide strategic financial advice to ensure long-term success.

Why Choose First Union Tax?

✅ 20+ Years of Expertise in Tax & Accounting

We have decades of experience helping individuals and businesses with tax preparation, financial planning, bookkeeping, and IRS compliance. Our deep knowledge of federal and state tax laws allows us to navigate even the most complex tax situations.

✅ AFSP-Certified Tax Professionals

Our team is registered under the Annual Filing Season Program (AFSP), which means we undergo continuous training and certification to stay ahead of tax law changes. You can trust us to provide accurate and legally sound tax solutions.

✅ Comprehensive Tax & Accounting Services

We offer a full suite of tax and accounting solutions, including:

  • Individual & Business Tax Preparation – Maximizing deductions and reducing liabilities.
  • Small Business Accounting & Bookkeeping – Helping businesses manage finances efficiently.
  • Nonprofit Tax Compliance – Ensuring organizations maintain their tax-exempt status.
  • IRS Representation & Audit Support – Assisting clients in resolving tax issues confidently.
  • Real Estate Tax Planning – Helping property owners and investors maximize tax benefits.

✅ Tailored Strategies for Maximum Savings

Unlike generic tax software, we take the time to understand your financial situation and customize strategies that work for you. Whether you need help with deductions, credits, tax planning, or long-term financial goals, we provide solutions that make a difference.

✅ Year-Round Support & Proactive Planning

Taxes aren’t just a once-a-year concern. We provide year-round tax planning, bookkeeping, payroll processing, and business financial consulting to ensure you stay organized and financially efficient all year long.

Our Approach: Personalized, Precise & Client-Focused

At First Union Tax, we believe in building lasting relationships with our clients by offering clear, honest, and results-driven tax solutions. We don’t just prepare your taxes—we help you understand your financial options, develop smart strategies, and secure long-term stability.

Our approach is simple:

  • We Listen: Understanding your financial goals and challenges is our priority.
  • We Analyze: We review your income, expenses, assets, and tax history to find the best solutions.
  • We Optimize: We apply expert strategies to reduce tax liabilities and increase financial efficiency.
  • We Support: From filing tax returns to audit defense and ongoing financial management, we’re here to help year-round.

We are committed to ensuring that you never overpay on taxes, miss a filing deadline, or overlook key financial opportunities.

Let’s Secure Your Financial Future

If you’re looking for an experienced, dedicated, and client-focused tax and accounting firm, First Union Tax is here to help. Whether you need assistance with personal or business taxes, bookkeeping, payroll, or IRS compliance, we have the expertise to make the process easy and stress-free.

📞 Contact us today to schedule a consultation and take control of your financial future!

Mission Statement

“At First Union Tax, our mission is to provide individuals, businesses, and nonprofits with expert tax and accounting solutions that ensure financial success. We are committed to delivering accurate, compliant, and strategic tax planning services tailored to each client’s unique needs. With over 20 years of experience and AFSP-certified professionals, we simplify complex tax processes, maximize savings, and help our clients make informed financial decisions.

Our goal is to remove the stress from tax preparation and financial management by offering personalized service, up-to-date expertise, and unwavering integrity. We believe in empowering our clients with knowledge and proactive strategies, ensuring long-term financial stability and growth. Whether you’re an individual taxpayer, a small business owner, or a real estate investor, we are here to help you navigate the ever-changing tax landscape with confidence and ease.”

 

 

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