Services

Individual Tax

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
Schedule

Business Tax

Count on our smart and innovative and proactive ideas to help you minimize your tax liability. Our business services include but are not limited to:

  • Business Tax Preparation
    • Limited Liability Corporations
    • Partnerships
    • S-Corporations
    • C-Corporations
    • NonProfit Filings
  • Payroll Services
  • Printing of W-2s and 1099s
  • Sales/Use Tax Returns
  • Estimated Tax Payments
  • Bookkeeping & Financial Planning
Schedule

Business Advisory

New business owner? Don’t know where to start? We’ve got you covered. We offer:

  • Free Consultations
  • Tax Structure/Business Formation Guidance
  • Application for EIN/Tax ID
  • Filing of incorporation documents
  • Application for Sales Tax & Use Number (if applicable)
  • QuickBooks set up and guidance
  • Bookkeeping and Full Service Accounting Packages Available
Schedule

Audit

We understand how stressful an audit can be! Let us help you with your tax issues. We handle audits, audit reconsiderations for current and prior years. We can negotiate with the taxing bodies to have your debt reduced or assist you with an Offer In Compromise. Audit services provided by us are as follows:

  • Audit Preparation – we will help you prepare documents and give detailed information on how to prepare for an audit.
  • Audit Representation – we will attend the audit with you and tell you exactly what to expect.
  • Audit Correspondence – we will help you interpret audit related correspondence.
Schedule

Client Reviews

  • review rating 5  My husband and I have been getting our taxes done by Erica for some years now. She is the absolute best at what she does. She has also helped resolve and get us out of other financial issues we found ourselves in throughout the years. Including cleaning up a mess a shady tax preparer put us in. She is someone that you can trust. She also will not only explain everything, give you tips... but will make sure she does everything to have you come out on top. Couldn’t be happier with the service she provides.

    thumb a jacobs
  • review rating 5  My experience was beyond expectation from the speedy check in to Erica breaking down my taxes line by line telling me what everything meant. Her and her team definitely upheld the brand name to the fullest.

    thumb Montise Brown
  • review rating 5  I don’t think Eric knows how HAPPY she has made me! After a years of being ripped off at H&R Block I needed a desperate change. Our appointment wasn’t even 45 minuets she was done explained everything and I’m HIGHLY SATISFIED!

    thumb Niye niye Sanchez
  • review rating 5  I have yet to officially work with Erica but I just had to comment on how awesome our initial meetup went. I'd been doing my own business and personal taxes for some time and I just knew that I was missing vital information. Immediately after talking with Erica, I was put at ease. I feel like she really listened to me and my situation. I've had others in the past just quickly quote me without fully explaining to me how they could help. I so look forward to my future of working with The Ultimate Tax Experience!

    thumb Breezy Sharp
  • review rating 5  Never have i been disappointed in the professionalism, kindness, transparency The Ultimate Tax Experience has to offer. I guess i am spoiled because they make me feel so special. I look forward to every tax season with them. Thank you The Ultimate Tax Experience Many Blessings

    thumb Lynda Hernandez
  • review rating 5  We are so thankful for the referral to Erica at The Ultimate Tax Experience! She was accommodating, helpful and knowledgeable. She helped us navigate the process of filing our business and personal taxes! We look forward to a long lasting relationship!

    thumb Rayna Brown
  • review rating 5  I have used this company for several years. I found them because I was a victim of tax fraud. So my account need trained attention. Thanks to UTE i was able to get my account on the right track. Highly recommend.

    thumb Alexis Allen
  • review rating 5  The Ultimate Tax Experience provides just what the name say...AN ULTIMATE TAX EXPERIENCE!!!!! It's a great feeling to be able to rely on trustworthy professionals to file my taxes. I live in Florida and I was able to securely send my documents via the questionnaire/website. The service I received was exceptional! Erica, thanks for additional tax advice to help me prepare for next year!

    thumb Courtney Brown
  • review rating 5  The Ultimate Tax Experience provides just what the name say...AN ULTIMATE TAX EXPERIENCE!!!!! It's a great feeling to be able to rely on trustworthy professionals to file my taxes. I live in Florida and I was able to securely send my documents via the questionnaire/website. The service I received was exceptional! Erica, thanks for additional tax advice to help me prepare for next year!

    thumb Courtney Brown
  • review rating 5  Great tax service. I’ve gotten my taxes done here for years and ive never had a problem. Very knowledgeable staff and I’ll recommend them to anybody.

    thumb Tavaris Shelley