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Our tax prep questionnaire and helpful checklists will ensure that you are prepared with all the necessary materials prior to your in-person or virtual appointment. Simply visit the quick links below:

The Ultimate Business Advisory Session

Not sure where to start? Not sure how to file? Schedule an advisory session with us for the 

Ultimate Tax Experience based on your needs?

Remote Tax Prep Experience

Submit the form below to begin your remote tax prep experience with us. Choose your form based on whether you are a new or existing client of The Ultimate Tax Experience.

Individual Tax Prep Checklist

Find out exactly what you need to be fully prepared for your tax prep process with us.

Self Employed Tax Prep Checklist

Own a business? Download our checklist below to find out exactly what you need to receive tax prep services with our team.

Secure Client Portal

Are you an existing client? Sign in to your portal using the link below.