UltimateTax

No phone app

5.4No. 12 of 29
in Small Business Tax Software
  • Recognised40% of the score20
  • Phone app26% of the score0
  • Documented20% of the score83
  • Free plan14% of the score0
Free plan
Trial only
Paid plans from
$15.67/mo
Runs on
Linux, Mac, Web, Windows

Summary

UltimateTax is ranked #12 of 29 in small business tax software on Samsung Mobile US Press. It runs on Linux, macOS, Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $15.67/mo.

UltimateTax plans and pricing

All plans
Online 1040 $188/yr $188/per year with bank products 2026 software; includes 2025 & 2024; 1040 forms; corporate returns $40 each; 10 users; Mac compatible ultimatetax.com · 4 Oct 2026
Desktop 1040 $288/yr $288/per year with bank products 2026 software; includes 2025 & 2024; Windows 11 installed software; unlimited users; EFIN required for e-filing ultimatetax.com · 4 Oct 2026
1040 Pay per return $388/yr $388/per year 2026 software; personal returns $20 each; corporate returns $40 each; 10 users; no rebates ultimatetax.com · 4 Oct 2026
1040 + Corporate $488/yr $488/per year with bank products 2026 software; includes 2025 & 2024; corporate returns included; unlimited users; Windows 11 installed software; EFIN required for e-filing ultimatetax.com · 4 Oct 2026

Compared on small business tax software

Free plan
Noultimatetax.com
Business entity support
partnership, C corporation, S corporation, fiduciary, exempt organizationultimatetax.com
Federal e-file
Yesultimatetax.com
State e-file
Yesultimatetax.com
Prior-year import
Yesultimatetax.com

Facts

Product
UltimateTax provides professional tax preparation software for tax preparers, including 1040 and corporate return products.ultimatetax.com · 4 Oct 2026
Online filing
Online 1040 lets preparers file unlimited 1040 returns through a web browser.ultimatetax.com · 4 Oct 2026
Desktop requirement
The desktop 1040 products are installed software for Windows 11.ultimatetax.com · 4 Oct 2026
Browser compatibility
The online 1040 software works on Mac, Windows, and Chromebook, and the pricing comparison says it is compatible with Linux computers.ultimatetax.com · 4 Oct 2026
Return types
The corporate desktop product lists 1040, 1041, 1120C, 1120S, 1065, 706, 709, and 990 forms.ultimatetax.com · 4 Oct 2026
Preparation features
The product comparison lists interview mode, prior-year carry-forward, e-signatures, diagnostics, and context-sensitive help.ultimatetax.com · 4 Oct 2026
Client tools
All UltimateTax subscriptions include ProClient, described as a client document management system.ultimatetax.com · 4 Oct 2026
Integrations and bank products
UltimateTax lists EPS Financial, Santa Barbara TPG, and Refund Advantage as bank product providers.ultimatetax.com · 4 Oct 2026
Data conversion
UltimateTax says its support team provides free data import from previous tax software.ultimatetax.com · 4 Oct 2026
Security
The online 1040 page says regular automatic backups secure data stored in an online database.ultimatetax.com · 4 Oct 2026
Eligibility limit
The pricing page says an EFIN is required to file with its packages.ultimatetax.com · 4 Oct 2026
Support
Packages include year-round support, and the company describes its support service as available 365 days a year.ultimatetax.com · 4 Oct 2026
Intended users
The company describes its software as serving new and experienced tax preparers, small businesses, and enterprise owners.ultimatetax.com · 4 Oct 2026
Free demo
The site offers a free demo, and product pages include a “Try For Free” option without stating a trial duration.ultimatetax.com · 4 Oct 2026

Company

Founded
2006ultimatetax.com · 28 Sept 2026

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Where it ranks on Samsung Mobile US Press

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