Uhart Tax & Financial

Your Uhart Client Success Team is Here to Assist You!  We’re committed to enhancing your experience and expanding our services to better meet your needs. Here’s what you can expect for the upcoming tax season:

Tax Season Start Date - We anticipate our communiations to go out to you between Janaury 15th and January 31st annoucing your first step to being the process of your tax preparation expierence this year. These communications will be sent out in batches, please contact us after February 1st if you haven't received anything from our office. Although the IRS has not yet announced the official start date for e-filing, we’ll keep you updated as soon as the information becomes available. Stay tuned!

Service Options - 

In-Office Tax Preparation

This year, our in-office process begins with an intake appointment to review documents, complete paperwork, and address initial questions. Once your return is prepared, you’ll attend a final signing appointment to review and finalize everything.

Throughout the process, our tax specialists will focus on accurate data entry and personalized planning insights. If additional information is needed, your tax preparer will contact you directly by phone and email.

Virtual Tax Preparation

This year, we’re excited to offer a recorded tax return recap! This personalized video will walk you through your results, provide a comparison to last year’s return, and offer tax-saving tips specific to your situation. This allows you and your spouse to review the recap at your convenience, with the option to schedule a follow-up call for further discussion.

Streamlined Process Improvements - We’ve made significant updates to our processes to ensure greater efficiency and a better experience for you. Key improvements include:

• Status Updates in Your Client Portal: Our new tracker allows you to monitor where your tax return is in the process—right from your portal home page.

• Improved Communication: Clear and concise instructions will ensure a smooth experience. Please read all communications from our team carefully to avoid delays.
• Enhanced Features: Complete “homework” items quickly and easily, with many tasks now possible without logging into the portal.

We’re excited about these improvements and look forward to hearing your feedback!

Enhanced Tax Preparation - We continue to offer tax preparation services starting at our minimum fee of $500. However, for a more comprehensive experience, consider our 12-Month Tax Optimization Programs. These programs include your tax return preparation and submission, along with proactive planning, audit protection, and year-round tax-saving strategies, starting at $1,250 per year.  Click here to learn more! 

Meet the Team - 

Our dedicated team is here to make your tax preparation process seamless:

• Pat: The matriarch of the office will focus on a limited number of tax returns and financial clients again this year as she settles into retirement.
• Angela: Conducting all tax reviews, final appointments, and tax planning sessions, Angela brings her expertise to ensure your tax strategy is optimized and be your dediated tax advisor.
• Sharon and Marissa: Our licensed tax preparers and dedicated success managers will work diligently to not only enter your data accurately and efficiently, but be your go to for questions and ensure the process is simple.
• Administrative Team: Supporting internal organization, scheduling, phone services, and more, our admins ensure everything runs smoothly.

Together, we form your Uhart Client Success Team, dedicated to helping you achieve financial success.