Welcome

Tax Return Preparation Services

Preparation and filing of your federal and state income tax returns.

We offer services for both individuals and businesses

Our goal is to make tax season stress and hassle free by offering a streamlined process that minimizes your involvement as much as possible.

You provide us with the documents and information, we’ll handle the rest!

Sign Up

Enter your information below

*Sign up before February 1st and get a 10% discount!

Name

First Name

Last Name

Spouses Name

If applicable

First Name

Last Name

Phone

(###)

###

####

How many personal returns do you need filed?

How many business returns do you need filed?

Partnership (Form 1065), S-Corporation ( Form 1120-S), C-Corporation (Form 1120)

Are you current on all of your prior year tax filings?

Are you self-employed or do you own a business?

Do you own any rental properties?

Do you invest in private equity, hedge funds, or other alternative investments?

Are you a foreign citizen or do you have any non-US investments?

Do you prefer to communicate through email or would you like to schedule a call?

Email is good for basic returns. If you have complexities, it makes sense to schedule a call.

Any other details that we should be aware of?

Recently married/divorced, birth/adoption of a child, change of address, job change, purchase/sale of property, etc.

How it Works

Enter your information and sign up.

Step 1

You’ll receive an email outlining next steps. This will include an engagement letter and a list of items needed to prepare your return(s).

Step 2

You upload all documents and information to our secure portal.
We’ll communicate through email and/or schedule a call to assist with this step as needed.

Step 3

We prepare your return(s) once all documents and information has been collected.

Step 4

Once your return(s) are prepared, we’ll send you a draft copy, summarize key items, and clarify any last minute questions.

Step 5

We file your returns and send you a bill for our services.

Step 6

Not Sure If We’re A Good Fit?

Email jason@ulricksonfp.com or use the link below to schedule a call and see how we can help!

Schedule A Call

Pricing Guide

Our fees start at $400 for individuals and $800 for businesses. This includes completing and filing your federal return and one state return. Our final fee is based on the complexity of your return and the number of returns you need filed.

You can use the pricing guide below to estimate the cost of preparing and filing your return(s).

View Pricing Guide

Frequently Asked Questions (FAQs)

Yes, you can pay directly from your refund. Alternatively, you can also pay by check, credit card, or bank transfer. Fees are due upon completion of your return(s) and before filing them.
Fees vary depending on complexity and the number of returns you need filed. They are not based on the amount of your refund. You can use the pricing guide to estimate the total cost of your return(s). We charge a minimum fee of $400 for personal returns and $800 for business returns.
Yes, you will receive your refund directly. It will either be direct deposited into your bank account (if bank information is provided), or you will receive a check in the mail.
Generally, returns will be completed within a week once we have all the necessary documents and information. Complicated returns involving businesses or rental properties may take longer and we may ask for additional clarification to make sure everything is being accounted for properly.
If you’re using direct deposit (which is recommended), you’ll typically receive your refund within 1-3 weeks.
No, we do not offer Refund Anticipation Loan products. Why? Because the equivalent interest rates on these loans are in the hundreds, and sometimes thousands of percents. The additional cost is simple not worth it for most taxpayers. Typically, you can have your refund in your account in as little as seven days if you efile and use direct deposit.
There are many options: installment agreements, paying by credit cards, offer in compromise or even being considered currently not collectible. The most important thing to do is file, and then arrangements can be made to pay if needed.
Yes. You will receive an electronic copy of your completed return(s) and we will keep a copy in our records for 4 years. All documents are uploaded electronically through our secure portal. You keep all of your original documents.
The Internal Revenue Service can audit back three years, and the State of California Franchise Tax Board can audit back four years. Both agencies can go back additional years, should they desire, if they find errors on the returns they audit and wish to inspect prior years for the same issues. In the case of fraud or suspicion of fraud, both agencies can go back an unlimited number of years. For these reasons, we suggest you keep all records required to support your tax returns for at least four years past the date of filing.
Yes, get the letter or notice to us as soon as possible. We will review the notice for accuracy, give you detailed instructions on how to respond, and advise you of our fee to respond on your behalf, if you so desire. These notices are not always correct. Generally, there is a 30 day response time. In the event that you wish to have us handle the matter for you, we will need signed Power of Attorney documents.
Yes, you can reach out at any time and will receive a response within 24 hours. We believe in taking a proactive approach with our clients and are here to assist you with additional services as needed.
Yes, all tax preparers are required to have a PTIN and we’re happy to provide you with proof if desired.
Yes, Jason Ulrickson is an IRS Enrolled Agent (EA), which is a licensed tax advisor authorized to prepare returns and represent taxpayers before the IRS in all 50 states.
All Enrolled Agents are required to do continuing education to maintain their credential and ensure they’re staying up to date on tax law changes.