We offer full-service tax preparation to individuals. Our tax preparation service complements our investment management service — by bringing things together, you don't have to deal with multiple advisors.

Ulmer Financial Offers Full-Service Tax Preparation For Individuals

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

Save 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.

Clear Process
Our tax preparation process is clear. The steps are outlined below.

Fees

Starting at $600/year. See our full fee schedule.

Fees may be discounted or waived if we also manage your investments.

Our goal is to bring together your investments and tax preparation in one place.
We can start with tax preparation, and allow you to experience working together. However, if you ultimately still just want tax preparation, we may not be the best long-term fit.
We are happy to talk through your situation in more detail — free free to schedule a call below.

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 send you an engagement letter (step #2 below) about your tax-year 2025 return directly. There is no need to schedule a call.

Step1

Timing. You will receive an engagement letter after our intro call. Returning clients will receive an engagement letter in early November.
Custom Fees. The letter includes the fees to prepare your return
- Depending on the circumstances, we offer discounts for clients who work with us on investment management.
Document List. The letter will include a list of the documents we will need to prepare your tax returns.
Next Steps. After you confirm you would like to proceed, we will move forward with the steps below.

Step2

eSigning Client Agreement. After confirming that you would like to move forward and agreeing on the fees to prepare your tax return, we will send you a client agreement to sign electronically.

Step3

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 Applicable). 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.

Step4

Step5

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.

Step6

Review Call. Before finalizing your returns, you can request a brief review call. This is optional, if we do not have a review call, we will send you an email summarizing your return.

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

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.

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

Step7

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Step10

Bringing Together Your Taxes And Investments. We think it is best for you to bring together your tax preparation and investments in one place, so you don't have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier.
Learn More. You can learn more about our investment management service by clicking the link below. You can also go ahead and schedule another meeting to discuss.

Step11