Welcome to Uhart Tax & Financial

Helping You Achieve Financial Success, One Step at a Time

 

At Uhart Tax & Financial, we provide more than tax services—we create a roadmap to help you save more, stress less, and reach your financial goals. From tax preparation to protection and proactive planning, we’re with you every step of the way.

 

We understand that your financial journey is as unique as you are and your success is at the heart of everything we do.  

Your Journey to Financial Success

Simplified Tax Preparation for Peace of Mind

 

We’ve designed our tax preparation process to make your experience as seamless and stress-free as possible. Here’s how it works:

Our Streamlined Process:

 

Step 1: Getting Started

 

  • Secure Client Portal: Once you’re ready to move forward, we’ll set up your secure portal for uploading documents.

 

  • Personalized Checklist: Receive a checklist to gather key documents like prior-year tax returns, W-2s, 1099s, etc.

 

  • Onboarding Instructions: After January 15, we’ll send you detailed instructions, scheduling links, and a new client questionnaire.

 

Step 2: Choose Your Process

 

  • In-Person Meeting: Meet with our tax advisor, Angela Ledwedge, for a one-on-one review. Perfect for those who value direct interaction.

 

  • Virtual Process: Submit documents through our secure portal and handle everything remotely, with an optional virtual review.

 

Step 3: Document Review & Preparation

 

  • Careful Review: We thoroughly examine your documents and may reach out for additional information if needed.

 

  • Optimized Preparation: Your return is prepared to maximize accuracy, compliance, and tax savings.

 

Step 4: Review & Finalization

 

  • Final Review: We’ll review your completed return with you (in-person or virtually) to ensure everything is correct.

 

  • Recommendations: Discuss any final adjustments or next steps for your taxes.

 

Step 5: Filing & Next Steps

 

  • Secure Filing: Once finalized, we file your return securely and provide you a copy for your records.

 

  • Tax Optimization Program: Learn about year-round planning options with our proactive Tax Optimization Program (TOP).

 

Key Details to Keep in Mind

 

  • Minimum Fee: Starts at $500, based on the forms used in your return.

 

  • Submission Deadline: Submit all documents by March 15, 2025 to avoid delays or extensions.

 

Whether you prefer a personal meeting or a fully virtual process, Uhart Tax & Financial is here to make tax season stress-free and successful for you.

Why Choose Uhart Tax & Financial?

  • 40+ Years of Expertise

 

  • Tailored Tax Strategies

 

  • Comprehensive Services Year-Round

 

We don’t just prepare taxes—we prepare you for success.

 

What Our Clients Say

"Uhart Tax & Financial transformed the way I look at taxes—they’ve saved me money and given me peace of mind."  Jill M. 

 

"I'd be lost without Uhart Tax on my side. I feel confident and protected when it comes to taxes and my financial outlook"  Tom E. 

 

Take the First Step

Don’t wait to make your taxes work for you, discover what’s possible.

Welcome to Uhart Tax & Financial

Helping You Achieve Financial Success, One Step at a Time