Ultimate Tax

Explore our review, pricing, essential info about Ultimate Tax, and frequently asked questions.

Updated on February 13th, 2023

The SMB Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Learn more


Updated 13th of February 2023

We updated the key information and pricing to reflect Ultimate Tax's latest offerings.

Ultimate Tax sells customized tax software to fit the tax needs of small to large businesses. They offer different software options to fit the unique needs of different businesses and provide year-round assistance to help with technical issues that arise.



Yearly Pricing


$288.00 + $15.00 /return.

Online 1040


Desktop 1040


1040 + Corporate



Contact for quote.

Ultimate Tax Reviews

Pros: Coverts data from other tax programs. Real-time refund monitor. Includes all States.

Cons: Online version is limited to 3 users.

Reputation: Ultimate Tax has a variety of comprehensive plans that help businesses maximize their deductions and file accurate tax returns.

Key Information:

Legal Name

UltimateTax Service, Inc.


Mike Steele

Founding Date

Jan 01, 2006


1500 Plaza Place, Ste. 201, Muscatine, IA 52761

Number of Employees


Number of Customers





1 (866) 686-7211




What is the price range for Ultimate Tax?

Ultimate Tax's plans range between $288.00 and $888.00 per year, depending on the package you choose.

Will the software work across all platforms?

There are different packages that are supported by different operating systems. If you're running Windows, you should purchase the Desktop 1040 package, while the 1040 Online package is designed for Mac users.

What kinds of payment plans does Ultimate Tax offer?

Paying in full will always give you the best price, but they do offer different payment options should funding not be available to you.

Does Ultimate Tax offer a free trial?

No, Ultimate Tax does not offer a free trial. However, they do offer a free evaluation on their website.

When is the best time to buy the software?

Buying before June 30th is an ideal time to buy, as pricing in the first half of the year is always cheaper than the second.

Do I need an EFIN number before I purchase the software?

Yes, an EFIN number is a prerequisite for electronic filing and you will be required to have one before purchasing Ultimate Tax software. Ultimate Tax will ask you to submit proof of an EFIN number prior to your purchase.

Are there any alternatives to Ultimate Tax?

Do they offer any kind of assistance?

Ultimate Tax offers year-round assistance and training with its software. They also provide one-on-one customer training sessions as well as an archive of training videos and other materials.

Ultimate Tax Assistance

What are ultimate tax assistance options?

  • Knowledgebase.
  • Chat With A Service Expert.
  • Create A Service Ticket.
  • Show My Screen.
  • Call Your Service Team.
  • Email Your Service Team.
  • Ultimate Tax Blog.

Will Ultimate Tax work on my MAC?

Yes it will. You can use the online version to access Ultimate Tax on your MAC.

Is Ultimate Tax a Tax Service Bureau?

Yes, they are a Tax Service Bureau. The company has been in business since 2006 and has offices in almost every state.