Our services

No matter your path in life, one thing is common, it will involve money. Getting the most out of your income and finances is what sets us apart. Whether you need tax preparation services, advice on tax advantaged ways to save for your children's education, or more complex issues, thoughtful planning from a trusted partner is a must.

One of the biggest challenges facing any TX business is managing cash flow and risk. Our part-time CFO services provide you with access to a proven financial expert at a fraction of the cost of a full-time CFO.

One of the biggest challenges facing any TX business is managing cash flow and risk. Our part-time CFO services provide you with access to a proven financial expert at a fraction of the cost of a full-time CFO.

Ultimate Tax LLC helps you operate a more efficient and compliant small business.

Ultimate Tax LLC considers its role as an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning.

 

Our advisors can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment.

 

If you want an objective opinion based on years of helping businesses similar to yours, you've come to the right place. Relying on our experience in strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions could be your best step toward greater success.

 

We can help you make logical decisions and avoid pitfalls that your business can do without. When you retain our services, you can rest-assured that your business is in good hands.

Without a smart plan to effectively manage your cash, your business risk and your employees, you may find yourself facing one serious obstacle after another, even as you try to grow your business.

 

That is why Ultimate Tax LLC recommends ADP - their scalable suite of payroll and HR solutions can help address everything from hire to retire, so you can go back to growing the business you've put so much work into building.

 

Our SOLUTIONS CAN HELP YOU:

 

Gain better control of your cash

• Get better visibility into your cash with reporting and payroll liability previews
• Access seamless general ledger integration with popular accounting software
• Improve your cash flow predictability and eliminate the risk of large upfront premium deposits when you use ADP's Pay-by-Pay® Premium Payment Program for Workers' Compensation Insurance**

 

Effectively manage and retain your people

• Access live HR support, best practices, and cutting-edge technology to efficiently manage your day-to-day responsibilities
• Offer big company benefits such as employee discounts and wellness programs
• Offer attractive optional benefits such as retirement plans and, group health insurance
• Fully outsource your payroll, HR and benefits administration with a Professional Employer Organization (PEO) relationship

 

Reduce your compliance risk

• Automated federal, state and local payroll tax management for greater accuracy no matter where you do business
• Leverage a dedicated HR portal that places critical information in your hands, an easy-to-use wizard for creating and updating your employee handbook, job descriptions, access to background checks, and alerts on legislative changes
• Confidently hire the most qualified candidates for any industry with ZipRecruiter
• Versatile time tracking and scheduling solutions to help enhance payroll accuracy and improve compliance

Together we can find new ways to help you and your company succeed.

Contact us today to learn more!