Uhart Tax & Financial

Welcome to Uhart Tax & Financial! We are delighted that you are considering us as your tax partner.

At Uhart Tax & Financial, we adopt a holistic approach to tax preparation, recognizing its pivotal role in our clients' overall financial success. Our commitment extends beyond conventional tax services—we offer client care package plan add-ons that provide a comprehensive advisory experience. These packages, available at an average 85% savings compared to our regular fees, are designed to offer a broad spectrum of financial guidance and support. It's important to note that package plans are additional to our tax preparation fees, which are tailored based on the unique forms utilized in your specific tax return. This layered approach ensures our clients receive personalized attention, strategic planning, and substantial savings to navigate their financial journey successfully.

As part of our commitment to providing personalized and effective services, we have a minimum fee of $450 for our offerings. This ensures that we allocate the necessary time and resources to address your unique tax needs comprehensively.

To kickstart this collaborative journey, we kindly ask new clients to complete a brief questionnaire. This questionnaire serves as a valuable tool for us to gain insights into your specific financial situation and understand your individual requirements. The information you provide will enable us to determine if we are the right fit to meet your needs effectively. We believe in creating a tailored and transparent approach to address your tax concerns, and your thoughtful responses to the questionnaire will play a crucial role in crafting a customized strategy for your financial success. We look forward to working closely with you!