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UltimateTax Announces 2019 Banking Partners, Product Pricing Details, and More

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Tax preparation software company will work with banking partners Santa Barbara Tax Products Group and EPS Financial for 2019 tax season, with new lost-cost options available, UltimateTax reports

MUSCATINE, Iowa – November 29, 2018 /MarketersMedia/

UltimateTax, one of the leading providers of professional tax preparation software, announced the company’s banking partners for 2019, along with details regarding its bank product pricing for the coming tax season. For the 2019 tax season, UltimateTax will work primarily with two banking partners, Santa Barbara Tax Products Group (TPG) and EPS Financial, a division of MetaBank, offering different products from each vendor in order to best suit the diverse needs of clients.

UltimateTax has worked with TPG since 2006 and will continue that longstanding relationship next year by offering the same selection of TPG refund transfer services and other banking products that were so popular for the 2018 tax season. TPG’s demonstrated excellence at onboarding and regulatory compliance will continue to make it a clear choice for many UltimateTax clients. UltimateTax customers have frequently praised TPG’s professionalism, as well, highlighting another valuable asset in a banking partner.

For 2019, UltimateTax will for the first time offer banking products from EPS Financial. A visit to the EPS headquarters in Easton, Pennsylvania, left UltimateTax representatives impressed with the efficiency and smoothness of that company’s operations. The new partnership with EPS will add a number of low-cost options to the UltimateTax lineup. EPS-provided bank products obtained through UltimateTax will cost only $40 per tax return, with non-bank products incurring only a $5 fee per return. Participation in the new program will be open to all customers who purchase UltimateTax professional tax preparation software in either the Desktop or Online versions.

“We’re proud to announce that we have chosen to work with Santa Barbara Tax Products Group and EPS Financial as our banking partners for the 2019 tax season,” said UltimateTax founder and President Mike Steele. “Our longtime relationship with TPG has paid off in many ways for our clients and their customers over the years, so it was natural to keep this proven arrangement in place for 2019. We’re also excited to be working for the first time with EPS Financial, an especially impressive division of MetaBank. As true leaders in the field, these two banking partners will combine to perfectly satisfy the full range of our clients’ requirements.”

In addition to the newly announced banking partnerships and product pricing details, UltimateTax also confirmed that the company will continue its relationship with software solutions provider Wolters Kluwer. Since 2006, that partnership has helped UltimateTax stand out as one of the best professional tax preparation software offerings in the industry.

About UltimateTax:

Dedicated to helping professional tax preparers save time and make more money, UltimateTax offers industry-leading tax preparation software, carefully selected bank products, and top-quality customer service and support.

Contact Info:
Name: Mike Steele
Email: Send Email
Organization: UltimateTax
Address: 1500 Plaza Place
Phone: 866-686-7211

Source URL: https://marketersmedia.com/ultimatetax-announces-2019-banking-partners-product-pricing-details-and-more/452958

For more information, please visit https://www.ultimatetax.com/bank-products/

Source: MarketersMedia

Release ID: 452958

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