Are you a high-volume preparer or
multi-location tax office?
View all available package options in an easy to read side-by-side format.
Pay-Per-Return, Online, or Desktop* A switching fee ($99) applies after the software is released.
We see what the competition is doing, and putting business software on “Sale” devalues the software. Sure we could arbitrarily raise the price only to reduce it at a lower price, but we chose not to play that pricing game. You should always get the best pricing when you buy your professional tax software. We will run specials from time to time, but the reality is, buying before the season starts will always get you the best price.
We also offer an affordable option such as the UltimateTax PPR (Pay-Per-Return). You can get your professional tax software for only $288 per year at $15 per return. You'll get the same software features and convenience as UltimateTax 1040 Online.
We are absolutely a Tax Service Bureau. A Tax Service Bureau is not just a tax software reseller. We are a complete company. We have a complete staff of Sales, Marketing, and Support. We have been in business since 2006. The owners father started his first tax service bureau in 1995.
A tax service bureau is a business that is able to make the best relationships in the tax industry. We have ties to the best partners and we are in the “know”. Just because you can take someone’s money doesn’t make you good at what you do. We are great at what we do and we are proud to be offering our services.
We have had offices in every state. We continue to grow every year, because we are committed to this ever changing industry.
We understand that not all tax professionals need features such as unlimited e-Filing or unlimited users. To save on costs, we offer UltimateTax 1040 Online and UltimateTax PPR. If you file less than 30 returns, getting the UltimateTax PPR is ideal. If you file more than 30 returns, you can get UltimateTax 1040 Online. Aside from the affordable price, you can get incentives by offering bank products. You can even get next year’s tax software free if you fund at least 30 bank products from Santa Barbara TPG and UltimateTax.
What makes UltimateTax Service so special, is our service. We pride ourselves on our customer relationships. You can contact us by about any possible way you can think of. We are based in Iowa and we operate year round. Our business is possible because we take care of our customers. To be honest, we do not know everything. But we will do our best to help you out.
We get this question a lot. We have great relationships with our partners. With great relationships that work both ways, we can negotiate pricing. That’s part of it. The other part is that we value our customers and look for ways to start and keep relationships. Part of that is through price. We believe that giving a great price and seeing our value, you will continue our relationship. Actually our renewal price is less than our new customer pricing.
Support is so important when it comes to the professional tax software industry. Our company does not make our software, so that allows us to focus on our relationships. We offer some great support options. Live phone calls, when we say we are open, we answer the phone. Of course we offer email, chat, Facebook, fax and our online support system. We are very proud of our support options, we think you will be happy too!
The owner, Mike Steele, started as a sales person in his father’s tax service bureau, back in 1995. After his father passed he started UltimateTax Service in 2006. We started with Intellitax then and after they were sold, we became a partner of CCH TaxWise. We continue to work with TaxWise, as our relationship has become a partnership. We get to offer TaxWise as our brand and make some great changes to the platform, which becomes UltimateTax. In 2016 we are going through huge office remodel to give our employees the best working environment.