UltimateTax Service, Inc. is a leader in providing tax professionals with quality tax software and year-round assistance. Since 2006 tax preparers, CPAs and EAs have partnered with us to provide their business software for the tax division needs.UltimateTax Service Inc. sells tax software to fit your business. You have choices. Not every office has the same software needs. Your office is no different. You will be paired with a support specialist that can help you make the best decision for your business.Building a relationship with your software vendor really is a key to success. Your responsibility as a business owner is to put your company in the best position to be successful. You should always surround yourself with other successful people and businesses. UltimateTax is a successful and responsible company. You won't be wrong partnering with UlimateTax.
UltimateTax (ultimatetax.com) has 296 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.
Also known as
ultimatetax.com
Website
ultimatetax.com
Category
Accounting & Tax
Location
Muscatine, Iowa
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 41% of reviews.
Latest
Most recent review: June 2026.
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Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
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I am very disappointed that you all made changes to the state returns for unemployment. I had already adjusted my returns for that so now my tax clients are getting letters from the state of Indiana about owing more money because you made those changes without consulting with your clients. At least with federal, you did notify us that you were making those changes.
Response from UltimateTaxJun 22, 2021
Lisa, I would say that this year was a challenge for all people involved. Since congress made changes to 2020 tax season after the season started, basically unprecedented, that created a new set of challenges. Changes that were done were to the returns so that you had a correct representation of the return. Sorry that it has caused you additional work. In many cases this really helped out the preparers so the returns were correct and did not need modifications.
VC
Vincent C.
Good
Good, easy to use.
Response from UltimateTaxJun 22, 2021
Thank you for the comment.
VH
Veronica H.
Excellent
I love this program
Response from UltimateTaxJun 22, 2021
We love having great customers, thank you!
SH
Shane H.
Very good software
Very good software, with exceptional service! User friendly and easy to navigate.
Response from UltimateTaxJun 22, 2021
Thank you for the kind words. We appreciate great customers too!
NA
Na
Some of the technical support doesn’t…
Some of the technical support doesn’t have any basic knowledge.
Response from UltimateTaxJun 22, 2021
Thank you for your comments. It is unfortunate that you had a bad experience. Yes we are a success story. We continue to grow and add new people to our group. As anyone knows who is in this industry it does take some time to learn all the details. I would encourage you to continue to ask questions as we have many happy customers who appreciate our offerings and service. I would like to earn a 5 star from you in the future.
GP
GARY P.
Received an email from these amateurs…
Received an email from these amateurs and thought I would evaluate. Let me say that I have 45 years experience as a CPA and have used may software tax packages, the best being Ultratax and Proseries. Drake was okay, BUT STAY AWAY FORM ULTIMATE TAX . After signup, I was supposed to get an email with a address verification and a separate email with the client id and password. After house of waiting for that info. I attempted to login with the info provided AND WAS NEVER ABLE TO EVEN LOGIN TO THE DEMO SOFTWARE. JUST THE SOFTWARE I NEED IN THE MIDDLE OF TAX SEASON WHEN I AM UP TO MY ANAL PORE DEEP IN ALLIGATORS. After sending another email requesting assistance, I finally gave up the ghost. I don't give a sh**how economical the software might be, if you can't login, what the hell !! I suspect the software is just as poorly designed as the login attempts.
Response from UltimateTaxJun 18, 2021
We really do not understand your complaint here. We provide many tax professionals their tax software. You didn't get the email probably had something to do with your email provider. We actually sign up many great professionals every year, we continue to grow and have many awesome customers. It's too bad the software didn't work for you. I hope you found a solution that you can log into. Take care.
HT
hewitt T.
Worst software Out there. stay away !
worked with many different software's (HR block, drake, mytaxprep ....) purchased the software September of 2019, from the beginning It was not easy to install, tried to install it on my laptop, after almost 10 calls to technical support which are the same as the customer support was not able to do so and their replay was (we could not figure it out we will reach out to developers !! ) even software all that the answer was no we can't with out any specific reason, so i had to install it on desktop.
80% of the customer i did their return I had to double check their refund with a different software to make sure they are getting the max refund. come to find out software has bugs in it and if you modify or change number it would not reflect right away and you have to re-check the whole return in-order to get it right.
customer service/tech support , now that is a whole story by it self. there are only two people that work in that department Jimmy and Thomas would describe them as rude, incompetent. it seamed they like the old selection way smack your TV to get a better picture or as they would say it (we will escalate it to the developers!!)
i struggled with the software to get through the tax season but after that i said no more of this BS I'm switching to different software after the last return that i did on October 15th ( last filling day with extension) as the software would not be summited because of an error from the software and it would not batch the return. try to contact the tech team ( and sure enough no one was there so i had to leave a msg for them) I did and the return missed the dead line!! because of the dummy software!! in any case the respond that i got is please contact us so we could help you and I did. The error was generic and no indication of what it could be so the tech perform basic check of going through the return and make sure everything is okay (which it was all correct). come to find out latter, because of K-1 schedule need to be attached to the return the software would not attach it !!! and that was the reason.
here come the fun part, they escalate it to developers! they said ( the max attachment is 10 to 12 mg per return!!) mean while the return had 4 K-1's all of which are PDF format and each one is around 12 mg really !!!
when talking to Thomas ( robotic man) he refuse to escalate the issue to his supervisor, he refuse to bring him on the call, I insisted on him being on the call and the respond was he is busy and will not be on the call!! I asked the for owner to give me a call and I was assured that he would but never did. so at this point of time my recommendation is zero for this dummy software and stay away from it. as for now I lost my credibility with my customer and it cost me money and time !!
complain filed with Better business as well.
Response from UltimateTaxDec 22, 2020
We tried to resolve your issues. You continue to insult my team, who by the way get lots of praise from other customers who appreciate what they do for them. Your attachments were the problem. This was stated to you. The fact that they are 12mg each is not an issue with the software. Sorry you had a bad experience, I hope that your next software is easy for you to use.
CK
Caroline K.
Signed up by Mike & 5 days later not logged in yet
I called and was signed up by Mike, payment was taken out immediately however, it's five days and I still haven't received an email from them. I called them yesterday and Amanda said the email with my log in information will be sent. Apparently my email address was wrongly typed by Mike during initial sign up - they said notifications emails to let me know my software is available were bouncing back. Today I called again demanding to speak to Mike at Ultimate Tax - he was out for lunch, spoke to Amanda again and was sent an email with a link, with invalid username and password - "The email and/or password is invalid!".
If this isn't a red flag about Ultimate Tax, I don't know what is....
Update: Mike finally sent an email to the correct email address and with the correct log in info.
The email typo wasn't on my end, it was on UTS end!
Response from UltimateTaxFeb 25, 2020
Caroline Kimani,
Sorry to hear you are having and issue with getting the software. Looks like when you entered your email is was off by one character. It was fixed yesterday and you got the emails. As far as the user name being invalid, there should not be an issue. I will have our support department reach out to you.
Update: Apologies if we entered it wrong, normally we do not enter those. I know our support department reached out to you. Glad all is going in the right direction for you.