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Our Services


We're experts in individual filings. Schedule your appointment with us today.

This appointment type is for new clients that are ready to get their taxes prepared by the Ultimate Tax Experience. During this call, we will gather some basic information from you, explain the process and send you the link to get started. 

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Individual Tax Services

We offer a full range of tax planning and preparation strategies that keep you on track to your financial goals. Our individual tax services include but are not limited to:

  • Free quotes & consultations

  • Individual Tax Preparation

  • Non-Resident Returns

  • Retirement Planning

  • Education Planning

  • Strategic Tax Planning


The 10 Most Commonly-Missed Tax Deductions

For the individual tax payer, we have a helpful easy-to-follow checklist of the 10 most commonly-missed  deductions.

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