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Ultimate Tax Preparation, LLC
Nationwide Virtual Tax Services Since 2017
We Treat Your Taxes Like Our Own
Ultimate Tax Preparation | Virtual Tax Office Nationwide

Your Virtual Tax Office — Expert Tax Preparation Nationwide

Ultimate Tax Preparation, LLC makes tax filing simple, secure, and stress-free. Based in South Florida, we serve clients nationwide with professional individual and business tax services, amendments, and refund tracking — all from the comfort of your home or office.

As an IRS-authorized e-file provider, Ultimate Tax Preparation, LLC is committed to maximum refunds, helping clients reduce or even eliminate their tax liability with expert guidance, and providing year-round support. Our virtual tax office brings professional expertise directly to you — anytime, anywhere.

IRS Authorized E-File Secure Portal 10+ Years Experience
Friendly tax professional helping a client over video

What We Can Help With

Individual Tax Prep

Fast, online filing—federal + state, credits & deductions review.

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Business Tax Prep

Schedule C, Partnerships, S-Corps. Transparent pricing, secure portal.

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Amended Returns

Fix missed forms or credits; understand notices and next steps.

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State Returns

Multi-state moves? Extra states handled with clear, upfront fees.

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How It Works

File your taxes in 4 simple steps — all 100% online and secure.

Create Your Portal

Register for your secure client portal to start your return.

Upload Documents

Securely upload W-2s, 1099s, and other required forms.

Review & Approve

We prepare your return; you review and approve when ready.

E-File with Confidence

Your return is filed electronically and confirmation is sent.

Transparent Pricing

Pick your plan now — choose how you’d like to pay on the next page.

Basic Return

Starting at $119.99

  • Form 1040 (Single/Joint)
  • Up to 2 W-2s
  • Standard Deduction
  • 1 Dependent Credit
Choose Payment Option
Pick Traditional or Membership on next page
Join for $20/month
Starts recurring membership instantly

Standard Return

Starting at $149.99

  • Everything in Basic
  • Education & Retirement Credits
  • 1099-INT / 1099-DIV / 1099-R
  • Marketplace 1095-A
  • One State Return
Choose Payment Option
Pick Traditional or Membership on next page
Join for $20/month
Starts recurring membership instantly

Premium Return

Starting at $179.99

  • Everything in Standard
  • Schedule C (Self-Employment)
  • Rental Income & 1099-K
  • Stocks / Crypto 1099-B
  • Multi-State Filing
Choose Payment Option
Pick Traditional or Membership on next page
Join for $20/month
Starts recurring membership instantly
INTRODUCING A NEW WAY TO PAY — $20/month membership

Year-Round Support for $20/month — includes your annual return

Keep the same expert prep, but choose a simpler way to pay. Our pricing is fair and transparent—it’s never based on your refund size. Membership matches what’s on our Pricing page and includes your individual return (federal + 1 state) plus ongoing help all year.

What you get with Membership

  • Annual individual tax return included (federal + 1 state, e-file)
  • Up to 5 questions/month by email or text
  • 1 × up to 30-minute call/month
  • W-4 & withholding help; estimated taxes & planning
  • Entity choice basics; deduction strategy & record-keeping
  • 2-business-day response time (Mon–Fri)
  • Optional IRS Liaison Service — authorize us as your Third Party Designee to communicate with the IRS if needed
  • Annual tax document checklist — step-by-step guide so you never miss a form
  • 1 free amended return if the IRS rejects a filing we prepared
  • Members-only quarterly tax tips email — quick updates to save money and avoid surprises
  • Business tax returns not eligible.
Limited to the first 100 founding members.
Membership covers guidance beyond a single return (within monthly limits).
At tax time, only bank/processing/transmission/admin fees are due. No prep fee.

Real Example: Basic Return

Traditional
Base prep $200 + common forms/fees ~$150
$350
Year-Round Membership
$20 × 12 months
$240
You’d save about $110 in this example
Scope: In the Traditional option, support is limited to questions about the return we prepare for you. For guidance outside that (planning, W-4 help, “what-if” questions), the $20/mo Membership is the right fit.
Savings vary by complexity. Membership covers individual returns; business returns are quoted separately.

Pay Your Way: Year-Round vs Traditional

Year-Round Membership
Traditional (Per Return)
What’s included
Annual individual return included (federal + 1 state, e-file)
✅ Optional IRS Liaison Service (authorized Third Party Designee)
✅ Annual tax document checklist
✅ 1 free amended return if IRS rejects a filing we prepared
✅ Members-only quarterly tax tips email
Return prepared & e-filed; price varies by complexity
Guidance outside the return
Included within limits (planning, W-4, “what-if”)
Not included
Q&A access
Up to 5 questions/month (email/text)
Return-specific questions only
Monthly call
1 × up to 30-minute call/month
Not included
Response time
Within 2 business days (Mon–Fri)
N/A
Typical cost example
$20 × 12 = $240/yr
Base $200 + forms/fees ~$150 ≈ $350
Scope: Traditional support is limited to questions about the return we prepare for you. For broader guidance, choose the Membership.
Cap: Limited to the first 100 founding members. Membership is for individual returns; business returns are quoted separately. See Membership Terms.

Why choose Ultimate Tax Preparation?

Side-by-side comparison with major tax companies and local CPA offices.

Feature Ultimate Tax Preparation Major Tax Companies Local CPA Office
Human-led expert preparation ✔ Always included Best value ✖ Extra cost / limited ✔ Included
Transparent pricing ✔ Clear ($119–$179) or $20/mo ✖ Tiered & upsells ✖ Varies; hourly $$$
Virtual / remote convenience ✔ 100% virtual (50 states) ✔ Online; upsell in-person ✖ Mostly in person
Year-round support ✔ Membership $20/mo ✖ Seasonal focus ✖ Billed hourly
Client portal & IRS links ✔ Included ✔ Online tools ✖ Not standard
Overall affordability ✔ Best value ✖ Often higher total ✖ Higher hourly fees

Which option makes the most sense?

Features
$20/mo Membership NEW
Traditional Tax Office
Major / Online Software
Annual Federal + 1 State Return Included
✔ Included
~$300–$400
$120–$200 + upsells
Year-Round Tax Questions (email/text)
✔ 5 Qs/month
✘ Not Included
✘ Not Included
Monthly Call with a Tax Pro
✔ 30 min
✘ Not Included
✘ Not Included
W-4 Help, Estimated Taxes, Tax Planning
✔ Included
Extra fee $$$
✘ Not Included
IRS “Third Party Designee” on your 1040 Lets us discuss your specific filed return with the IRS (processing, math errors, certain notices). Limited to that single return; not full representation.
✔ We can be listed
Sometimes offered
✘ Not Available
IRS Calls on Your Behalf With signed authorization (Form 8821 or 2848), we can speak with the IRS beyond basic designee questions. Scope depends on authorization and credentials.
✔ Included (with signed auth)
Often available (may cost extra)
✘ Not Available
Typical Annual Cost
$240/yr
$350+
$200+

*“Third Party Designee” covers discussions about the return you filed that year only. **Broader IRS help requires signed authorization (Form 8821 or 2848).

Prefer to pay once? You can still choose our Traditional per-return pricing at checkout.

Why Ultimate Tax Preparation?

Thorough & TransparentClear pricing, clear timelines, and careful reviews.
Secure & OnlineUpload, approve, and e-file from anywhere via our encrypted portal.
Year-Round HelpMembership clients get quick answers and proactive check-ins.

Real Stories. Real Results.

These are real outcomes for our clients—showing how going beyond the basics can save money, relieve stress, and put you back in control of your taxes.

✅ Refund Recovered Through Amendment

One client was denied a refund and assumed they owed the IRS. After a detailed review, we filed an amendment and discovered they were actually due money back. The relief on their face was unforgettable—what felt like debt became a financial breakthrough.

✅ IRS Balance Cut by Over Half

Another client was told they owed a large IRS balance. After interviewing them and reviewing their records, we uncovered several missed write-offs. We corrected the return— and reduced their liability by more than 50%.

✅ Credit Recovered After Dependent Confusion

A client thought she could no longer claim her 21-year-old daughter because she had a part-time job. We confirmed the daughter was a full-time student living at home and still qualified as a dependent. We added the Other Dependent Credit and increased her refund.

*Every tax situation is unique; these examples reflect real client outcomes but results will vary. We treat every return with the same care and thoroughness.*

Ready when you are—start your return or join the $20/mo membership.

Ultimate Tax Preparation Logo

Ultimate Tax Preparation, LLC

Stress-free virtual tax filing nationwide since 2017.

File from anywhere with our secure portal. Choose traditional pay-per-return or join our $20/month membership that includes your annual individual return and year-round help.

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