You’re Great at Bookkeeping.
Ready to Add Tax Prep to Your Toolkit?
We help experienced bookkeepers confidently expand into tax preparation—without starting over or going it alone.
You know your way around the books. But taxes? That feels like a different world.
The truth is—it’s not. But we understand why it might feel that way.
Not sure where to start or what’s required?
Worried you’ll look unprofessional or make mistakes?
Afraid of adding one more complicated thing to your plate?
You’ve worked hard to build your business. You deserve a simple, supportive way to grow it.
You Don’t Have to Do It Alone.
At UltimateTax, we’ve helped thousands of professionals—just like you—take the leap into tax preparation. Whether you want to start slow or scale up fast, we’ll meet you where you are.
Why UltimateTax?
20+ years serving independent preparers and small firms
30,000+ users nationwide
U.S.-based support that answers (no bots, no runaround)
Plans built for first-time filers and growing firms
Getting Started Is Simple.
Talk to our team about your background and goals.
We’ll match you with the right software and training.
You start filing returns—with confidence and full support.
Grow Your Business with Confidence.
You don’t have to learn it all overnight.
With UltimateTax, you can:
Offer more value to your current bookkeeping clients
Take on new tax clients during busy season
Use intuitive software (with real help when you need it)
Start small—or go big—it’s up to you
“And looking around, it looked so easy… and being that I was new at it, I wanted something that wasn’t intimidating. So they make everything so easy. If you forget something, you just call and they’ll help you. That’s why I’ve stuck with them.”
— Naomi R., California
Don’t Wait Another Season.
Tax season will be here before you know it. You can keep wondering if this is the right move—or you can get ready now, with a partner that has your back.
A year from now, you’ll be glad you started today.