UltimateTaxReviews of ultimatetax.com

Receptionist on the phone was insanely rude. So guess its not just the Sales staff that are rude... As for your generic answer. I post honest reviews about company’s. The fact of the matter is your whole trip advisors are 1 star. I didn’t specify the reason for my call. But your company was shortlisted for an interview on CBS News. I then removed you because of whoever I spoke to on the phone. Regardless of what you say. Your staff… was rude… maybe do something internally to find this problem out. But it may be a reason as to why 90% of the reviews are bad… start fixing your own problems before you start looking at excuses. That’s why your business seems to be failing at this point.

I purchased Ultimate Tax software in May 2025 in preparation for the 2026 tax season. Unfortunately, my experience during live filing season was extremely disappointing. I experienced multiple operational issues, including prolonged file conversion problems involving more than 140 client returns, repeated support calls without clear resolution, login/access complications, and Earned Income Tax Credit determinations that did not align with IRS EITC Assistant results. What concerned me most as a tax preparer was the EITC discrepancy issue. After verifying eligibility through the IRS EITC Assistant, the software still denied credits without diagnostic explanation. Due to compliance and professional liability concerns, I ultimately returned to my previous software provider and incurred additional expense to ensure accurate client filings. While support representatives were polite, resolving issues often required multiple calls and significant time during peak filing season. In one instance, I ultimately identified the file conversion issue myself after several troubleshooting sessions. I also submitted a good-faith request for a full or partial refund based on the operational impact to my practice, but no resolution was provided regarding that request. Tax professionals considering software changes should thoroughly test conversion workflows, credit calculations, and live-season functionality before fully transitioning their practice. This was my personal experience as a first-year user. PSL

I have been an UltimateTax customer for the past two years. First, almost 70% of my clients are California-based, and nearly 90% of those clients have S corporations. This year, I faced a major issue with clients who made California PTE elections because Form 3804-CR was not available for e-filing. Their support was 100% unsupportive, when i asked them when will it be added - no response or help just a very basic standard answer which is we don't know. Second, not having C corporation returns available in the online version is also a big issue. Third, the partnership basis calculation needs improvement. I noticed that the program does not appear to have a proper basis worksheet for Form 1065 K-1s. My clients were noticing that I am providing them with Form 7203-style basis information for partnership K-1s, which does not look professional. Also, when a taxpayer has limited basis, the software should automatically carry the allowed loss amount from the basis limitation calculation to Schedule E. It is not convenient or professional to create a second K-1 just to get the allowed loss to flow properly to Schedule E. I have junior preparer, some who completely miss or forget to flow that loss manually to Sch E. The software is supposed to make our life easy, not hard. State preparation is not perfect either. I would no recommend it.

Extremely slow to respond and constantly dealing with internal issues. Every time I reached out, something “wasn’t working on their side.” I’ve already lost four critical days in peak tax season because of their delays, and it’s clear they simply don’t care. Support is practically nonexistent — just empty promises and painfully slow execution. There’s zero coordination between departments, no real solutions, and no sense of urgency. Not reliable, not trustworthy, and absolutely not worth the money.

It is incredibly disappointing that this software program refuses to offer 1120s and 1041s on the online version and those are only available on a PC computer which leaves it vulnerable to online scams and hacks. I guess it is now Tax Act for all my tax needs.

(Half a star at best) I paid $1,000 for “unlimited” returns with Ultimate Tax (U-L-T-I-M-A-T-E-T-A-X) and regret it. The software is a watered-down, glitch-filled version of TaxWise, something that was never clearly disclosed. Throughout 2025, preparing returns was frustrating due to recurring errors that were never fixed. On January 12, 2026, the software was still incorrectly calculating Maryland tax for a non-resident, even though the non-resident section showed zero taxable income. When I called support, I was told my customer service expired October 31, 2025, despite receiving help in November and December, which they said was only “a courtesy.” I also asked what would happen if their cloud system went down and how I would access client returns. Support said they did not know. There was no manager available, only the owner, who never called back. Poor software, poor support, and not worth the price. I do not recommend Ultimate Tax to professional preparers.

I was thinking about switching from my current tax prep software and spoke to one of their sales consultants ( Mike ) . In the end , I decided not to switch to ultimate tax and as soon as the sales consultant realized that , he abruptly hung up on me . Very unprofessional . If this is the way their sales consultants treat people , I want nothing to do with them .

In 2023/2024 I started my search for software that would be easy to navigate not only for me but also have great options for my clients. Ultimate Tax Software's Demos were helpful but being able to be assisted by great staff from Ultimate Tax was even better. Mike Ray from sales helped me from the very beginning from the introductory phase of learning about the software, the features, client options to the purchase of the software. He has been helpful, flexible, knowledgeable, as well as offered great follow-up during the entire process. I have also received great support from many of the support team as well as the owner. Thank you!!! You and your team are greatly appreciated.