Ultimate Tax Preparation, LLC logo Ultimate Tax Preparation, LLC Trusted virtual tax service since 2017

Membership Terms — $20/mo (W-2 Plan)

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This plan provides year-round guidance for W-2 earners. This membership is a 12-month contractual agreement. You may cancel at any time; however, if you cancel before completing 12 months, the remaining balance for the term will be invoiced and must be paid in full.

Tax preparation fees are separate and based on the complexity of your return—never your refund amount.

Scope: Memberships cover individual Form 1040 only. Business entity returns (1065, 1120-S, 1120) are not included and are billed separately. See Business pricing.
E-file fees: For e-filed returns, bank, processing, and transmission fees may apply. If you choose Pay-from-Refund (refund transfer), additional third-party bank fees may apply. All such fees are separate from preparation fees and will be disclosed for approval prior to e-file.

1) What’s Included

  • Questions via portal: up to 3 per month
  • Check-ins: Quarterly (15–20 minutes)
  • Withholding support: W-4 and paycheck review
  • Refund tracking: guidance for IRS/state tools
  • IRS Third Party Designee on your individual return (when filed by us)
  • Secure Client Portal for uploads, messaging, and e-signature

2) What’s Not Included

  • Tax return preparation and filing (billed separately per our Pricing)
  • Bookkeeping, payroll processing, or legal/financial advice
  • Audit/appeals representation (available by separate engagement)
  • Unlimited consulting—see Fair Use below

3) Fair Use

We aim to keep support responsive and sustainable for solo practice capacity. If your needs exceed plan limits (e.g., frequent document reviews, complex planning), we’ll provide options: upgrade scope, add a paid consultation, or engage per project.

4) Billing & Cancellation

  • $20/month, billed via Stripe subscription
  • This plan is a 12-month contractual agreement
  • You may cancel at any time. If you cancel before completing 12 months, the remaining balance for the term will be invoiced and must be paid in full
  • Charges already billed are non-refundable; partial months aren’t prorated
  • Non-payment may result in suspension of services until the account is current

5) Document Timelines & Deadlines

Filing deadlines depend on timely document submission. If documents arrive too close to a deadline, we may recommend filing an extension to ensure accuracy. You’re responsible for penalties/interest if documents are late or incomplete.

6) Communication & Availability

  • Primary support via the Client Portal; typical replies within 1–2 business days
  • Calls are scheduled; unused quarterly calls don’t roll over

7) Privacy & Security

We use a secure portal for documents and messages. See our Privacy Policy for data use and retention. We comply with IRS rules (e.g., Form 7216) regarding use/disclosure of tax information.

8) Changes to the Plan

We may update plan features or pricing with notice. Continued use after updates constitutes acceptance.

9) Acceptance

By joining this membership, you agree to these Terms, plus our Terms of Service and Disclaimer.

We never charge based on your refund. Fees for tax preparation are based on the complexity of your return and the work required.
Join $20/mo — W-2 Plan Back to Memberships

Questions? [email protected] · 954-304-0015

How We Price

We never charge based on your refund. Fees are determined by the complexity and scope of your tax return, not the refund amount.

  • Transparent starting prices for each tier
  • Add-ons only when needed (e.g., extra states, uncommon forms)
  • Clear quote before work begins
✔ IRS-Authorized e-File • 🔒 Encrypted Client Portal • 🏆 Serving clients since 2017