Ultimate Tax Group

Financial Operations and Advisory
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18 reviews
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Customer Reviews about

Ultimate Tax Group

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Jorge Chavez

5.00/5.00

"Been having tax problems"

Been having tax problems it seems like for as long as I can remember and it's always bothered me that I haven't taken care of it and now I'm getting married and my future wife is not having it that I have these issues... I don't owe that much but I havent filed for like 3 years to so I looked online and found Ultimate tax and called them to get this all fixed and of course my wife was on the phone too making sure we got this done and right away we were both happy that this is now finally being taken care of. If you have any issues I would recommend calling these guys.

26/10/2023

Joseph Baum

5.00/5.00

"I hired Ultimate Tax Group to help with…"

I hired Ultimate Tax Group to help with a state tax issue I've been dealing with for years. I just put it off and they finally got me with a bank levy. Thank goodness I didn't have a lot of money in there but this was my wake up call. The company has very reasonable fees for the amount they do. I haven't done all of my filings either and they are going to do those as well. Also, they offered to dispute negative items on my credit report, which is great because I definitely need that as well, and there was no extra fee for that, totally complimentary!!! I'm working with Nate on the credit repair and he is an absolute pleasure to deal with. Don't know why this took me so long but it's such a relief to have started the process. The staff at Ultimate Tax is professional and I have so much confidence they are going to clean up both my taxes and my credit report.

24/10/2023

Jackie Myers

5.00/5.00

"Seriously Impressed"

So, I found these guys after a search for a local company. I had been taken advantage of by some other company before and wanted someone local. They suggested I COME INTO their office to meet the team! I couldn’t be happier that I did. 1 week after hiring them, David and his team have my missing filings done and a solid plan in place to keep me out of trouble! 2 years with another company and they never got close to this much progress! I am so impressed! Thank you so much!

05/10/2023

Michael

5.00/5.00

"Great company and Great people"

Great company, great guys over there. Through the process I worked with a few different people on my case and they were all professional and patient and always helpful. I went through some rough times a while back and couldn't pay my taxes. Now I'm doing well again and make good money. I wanted to see about paying back the IRS and what can be done about the lien I have on my house. I hired Ultimate Tax Group and they took over a few months ago. They were able to establish a payment for me with the IRS, lower than I thought it would be actually, really happy with that. Also, they said in a few months after a couple more payments they can assist with removing the lien from my house, great news.

03/10/2023

Cristina

5.00/5.00

"Ultimate Tax Group"

I called Ultimate Tax Group after seeing an ad on Facebook. I owe money to the IRS and have been paying them for a few years, about $450 per month and was hoping to see if I can get my taxes reduced or payments lowered, anything to help. I make good money and can afford the payment but anything helps these days. So I spoke with David and he took me through a consultation and went through all my finances and expenses and even called the IRS with me on the phone to see if I had any missing filings or anything. He was very professional and thorough but unfortunately he probaly couldn't help me out. BUT THIS IS SO REFRESHING... he told me that he would love to take my case but I'm in the best possible position with the IRS and couldn't really be of any benefit. I talked to another company a week earlier and they said they could get me a settlement of about $3,000 but it sounded too good to be true, and the person I was speaking with sounded like he was really trying to 'sell' me, so I was skeptical. David was completely honest and said because I had good income and could easily afford the payment and some equity in my house that the payment plan I was on with the IRS was the only viable option. It's rare to find a company that will turn business down but Ultimate Tax was straightforward and it's so appreciated. Oh, David is still checking into see if I can get some of the penalties and late fees waived so there still might be hope after all, and if he can I'll happily pay them for all their work.

02/10/2023

John

5.00/5.00

"I feel so fortunate to have found…"

I feel so fortunate to have found Ultimate Tax Group. Getting started on what feels like an insurmountable problem for anyone, it was bleak territory to navigate through. I spoke with countless tax consultants, and felt like a number.

From the very first minutes of conversation with Ultimate Tax, it was like someone turned the light back on in the room. They listened genuinely to every aspect of my case, gave a detailed and honest appraisal, and gradual plan of action that I felt involved in. Ultimate were always there to answer questions. The communication was amazing.

The weight on me was lifted, and I felt like I had a chance to turn things around. If you want real, honest and competent guidance, I recommend them to anyone in a heartbeat!!

Jon
Columbia Maryland.

12/09/2023

Sarah P

5.00/5.00

"Thank you!!"

I cannot thank these guys enough! My husband and I are both Canadian citizens but my husband has oil contracts in the states. Our tax guys here never told us that we needed to file for income earned in the US and the IRS came after my husband big time and froze his passport. I needed help and found these guys. After calling them and an initial consultation with Mike, David and his team were able to get my husbands passport unfrozen and are working on cleaning up his giant mess. Their communications, responsiveness and expertise is top notch.

01/09/2023

Delores

5.00/5.00

"Thank you for your help!!!"

My husband passed about 2 years ago and he always handled our taxes. I received a letter from the IRS that we owed a lot of back taxes that I didn't know about. I found Ultimate Tax and had a long conversation with Ron Spencer. They had my 2022 taxes filed in a couple of weeks and I owed a little more due to pulling money out of our retirement account when my husband passed. Nearly 4 months to the day and they called to say they had a resolution for my entire tax balance. They got it reduced a lot and I was able to break that up into a few payments I could afford. I couldn't have paid what the IRS said we owed.

17/07/2023
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