Ulmer Financial Offers Full-Service Tax Preparation For Individuals

We Are Currently Accepting New Clients For Tax-Year 2024

File With Confidence
Taxes can be intimidating. We help you sort through the confusion.

Save Your Time
Avoid wasting a weekend (and still paying $100+ for

do-it-yourself software).

Consultative
Our process is consultative and flexible, depending on your needs.

10 Step Process
Our tax preparation process for new clients has 10 steps that are outlined below.

Fees

Starting at $400/year. See our full fee schedule.

Discounts may be available for clients who also work with us on financial planning and/or investment management.

Step #1 - Schedule Intro Call

Are We A Good Fit? During our intro call, we will get to know each other and determine if we are a good fit to work together.
Fees. We will also discuss our fees. See our fee schedule.
Returning Clients. If you are a returning client, we will reach out to you about your tax-year 2024 return directly. There is no need to schedule a call. Please review our new process for returning clients.

Step #1 - Schedule Intro Call

eSigning Client Agreement. After confirming that we are good fit and agreeing on the fees to prepare your tax return, we will send you a client agreement to sign electronically. Fees are agreed upon in advance. For more information about our fees, please see our fee schedule.

Step #2 - eSign Client Agreement

Current-Year Tax Documents. You will upload all of your tax documents (W2, 1099s, K-1s, etc.) to our secure document VAULT.
Prior-Year Returns. If you haven't already, you will also upload your tax returns for the last couple of years. We like to review prior-year returns, as it helps us better understand your historic tax situation.

Step #3 - Upload Documents & Previous Returns

Step #4 - Draft Return

Questions. We will reach out to you with follow-up questions.
Additional Documents. We may request additional documents from you.
Back-And-Forth. Depending on the situation, there can multiple rounds of follow-up.

Step #5 - Follow-Up Questions

Review Call. Before finalizing your returns, we will have a brief review call with you.

Step #6 - Review Call

eSign Return. After reviewing your return, we will send it to you to sign electronically.
Filing. Your return will be filed electronically.

Step #7 - Signing & Filing

Pay Fee. After your returns are filed and accepted, we will send you an electronic invoice for our fees. You can pay the invoice electronically.

Step #8 - Pay Fee

Follow-Up. We will follow-up with you to make sure you receive your refund (if applicable).

Step #9 - Follow-Up On Refund

Beyond Tax Prep: Take Charge Of The Rest Of Your Financial Life. We also offer financial planning and investment management, because we know that it is important for all aspects of your finances to work together.

Learn More. You can learn more about our other services by clicking the links below. You can also go ahead and schedule another meeting to discuss your larger financial picture.

Step #10 - Tax Preparation Is Only Part Of Your Financial Life