Uhart Tax & Financial

Helping you achieve financial success!

About Us

Uhart Tax & Financial provides year-round individual tax preparation and tax planning with personalization, expertise and client care... something software packages or box stores just can't offer.

Welcome to Uhart Tax & Financial, where our commitment is to help you achieve financial success! We are not just tax practitioners; we are your partners on the journey to financial excellence. With a passion for precision and a dedication to personalized service, Uhart Tax & Financial stands out as a beacon of excellence in tax preparation.

At Uhart Tax & Financial, we are a specialized tax practice that believes in a holistic and strategic approach to financial solutions. We go beyond tax compliance, focusing on strategic tax planning tailored to your unique financial journey. Our dedicated team ensures a seamless and comprehensive approach to tax management. Going beyond the numbers, we empower you with knowledge and strategies for enduring financial success.

About Us

Uhart Tax & Financial works to lower your stress and maximize your tax savings by using our expertise and knowledge. Each taxpayer and their tax return is unique, which is why we offer the proper attention to each tax return. Uhart Tax & Financial doesn't just enter your tax numbers into a software program, we review, analyze and assess your tax information with tax planning strategies that could benefit you not only now, but also in the future.

Let us help you keep more of

your hard earned money!

Our ultimate goal at Uhart Tax & Financial is to educate our clients by sharing our knowledge and years of experience with you year round.

Ask us how we can help YOU achieve your financial success!

We keep up-to-date with the ever changing tax laws by exceeding our required annual continuing education hours. This allows us to provide you with additional tax planning knowledge to use as your life changes with marriages, births, home purchases or sales, deaths, etc.

We are here every step of the way for you and your family. We serve multigeneration families with our tax and estate planning and helping the newest taxpayers of the world learn how taxes work and what they can do to start taking charge in their own financial success now and in the future.

We put our "hart" into our services because we truly care and want to see our clients succeed. We adhere to ethical standards and codes of professional conduct established by the IRS and various other organizations, such as the NAEA and the NATP.

We offer year-round services and are here when you need us. Our secure client portal allows you 24/7 access to your tax return copies and copies of your tax documents. Be sure to also use the tools, worksheets and information on our website to keep you up-to-date with the latest tax law changes, tax planning strategies and tax record organization to ensure your financial success.