Professional Tax Software
Frequently Asked Questions

Why is it beneficial to purchase my software by June 30th vs. purchasing in December?

There are many benefits of purchasing your software program earlier in the season, but a couple of big reasons are pricing and convenience. Early in the season, our price for our program is the lowest it will be all year long. Get the most savings by purchasing early! Also, tax professionals usually have a stream of money flow left over from the previous tax season, so it gives preparers a chance to purchase their program for less and when they have the cash flow. We won’t switch programs, so you can have a peace of mind.

Is an EFIN required to purchase your program?

We do require an efin to purchase our packages. Since electronic filing is required, we require that you have your EFIN before you purchase. If you need to apply for an efin, click here. You will be required to send in proof that your office has an efin before you can use our program.

Will this program work on my MAC?

UltimateTax PPR and UltimateTax online version will work great on your MAC. You can use the Safari browser or the Google Chrome browser. The support team recommends the Chrome browser. Our desktop program is designed to work with windows, so only our UltimateTax PPR and UltimateTax 1040 Online program will work with a MAC computer.

What kind of training do you have available?

Here at UltimateTax, we offer multiple training options. From our one on one training sessions with our customers, an archive of training videos and sample practice returns. You will also receive training material (Quick Start Guides and Manuals) for each program you purchase.

Does your tax software ever go on sale?

We see what the competition is doing, and putting business software on “Sale” devalues the software. Sure we could arbitrarily raise the price only to reduce it at a lower price, but we chose not to play that pricing game. You should always get the best pricing when you buy your professional tax software. We will run specials from time to time, but the reality is, buying before the season starts will always get you the best price.

We also offer an affordable option such as the UltimateTax PPR (Pay-Per-Return). You can get your professional tax software for only $199 per year at $15 per return. You’ll get the same software features and convenience as UltimateTax 1040 Online.

How can you offer better pricing than everyone else?

We get this question a lot. We have great relationships with our partners. With great relationships that work both ways, we can negotiate pricing. That’s part of it. The other part is that we value our customers and look for ways to start and keep relationships. Part of that is through price. We believe that giving a great price and seeing our value, you will continue our relationship. Actually, our renewal price is less than our new customer pricing.

Is your Service after the sale any good?

What makes UltimateTax so special, is our dedicated service. We pride ourselves on our customer relationships. You can contact us by about any possible way you can think of. We are based in Iowa and we operate year-round. Our business is possible because we take care of our customers. To be honest, we do not know everything, but we will do our best to help you out.

We provide many solutions, phone, email, chat, and a first-class knowledgebase. We do not just provide software, we provide the support you need.

What support options do you have?

Support is so important when it comes to the professional tax software industry. Our company does not make our software, so that allows us to focus on our relationships. We offer some great support options. Live phone calls, when we say we are open, we answer the phone. We offer email, chat, Facebook, and fax. We are very proud of our support options, we think you will be happy too! Click here for our Software Support.

Are you a Tax Service Bureau?

We are absolutely a Tax Service Bureau. A Tax Service Bureau is not just a tax software reseller, we are a complete company. We have a complete staff of Sales, Marketing, and Support. We have been in business since 2006.

A tax service bureau is a business that is able to make the best relationships in the tax industry. We have ties to the best partners and we are in the “know”. We are great at what we do, and we are proud to be offering our services.

We have had offices in every state. We continue to grow every year, because we are committed to this ever-changing industry.

How long have you been in business?

The owner, Mike Steele, started as a sales person in his father’s tax service bureau, back in 1995. After his father passed he started UltimateTax Service in 2006. We started with Intellitax then and after they were sold, we became a partner of CCH TaxWise. We continue to work with TaxWise, as our relationship has become a partnership. We get to offer TaxWise as our brand and make some great changes to the platform, which becomes UltimateTax. In 2016 we went through a huge office remodel to give our employees the best working environment.

Do you offer a payment plan?

We offer a variety of payment plans. We understand that situations may occur that paying later may be better than paying now. However, keep in mind that paying in full will get you the best price. Please give us a call to arrange a plan that works for you.

Do you have affordable tax software options?

We understand that not all tax professionals need features such as unlimited e-Filing or unlimited users. To save on costs, we offer UltimateTax 1040 Online and UltimateTax PPR. If you file less than 30 returns, getting the UltimateTax PPR is ideal. If you file more than 30 returns, you can get UltimateTax 1040 Online. Aside from the affordable price, you can get incentives by offering bank products. You can even get next year’s tax software free if you fund at least 30 bank products from Santa Barbara TPG and UltimateTax.

What are all the state tax links?

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