Ultimate Tax Preparation, LLC

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Client Portal & Trusted Tax Tools

Access your secure portal or continue to commonly used ID.me and IRS resources.

Ultimate Tax Preparation Client Portal

New clients can create an account. Existing clients can sign in to securely exchange documents and work with our office.

New Client: Create Account
Existing Client: Log In

ID.me Account Access

Use these links to create or access your ID.me account. ID.me is an independent external service.

Create an ID.me Account
Sign In to ID.me

IRS Refund Tools

Track a federal refund or the status of an amended federal return through the official IRS tools.

Where’s My Refund?
Where’s My Amended Return?

External-site notice: ID.me and IRS links open third-party or government websites in a new tab. Ultimate Tax Preparation, LLC does not control those websites, their availability, or their privacy practices. Never send Social Security numbers or tax documents by ordinary email.