Cooperation Leads to

Cooperation Leads to

“Great things in business are never done by one person; they’re done by a team of people.”

                                                                                                                                                                                                                                                                  – Steve Jobs

uTax has worked hard to build a good reputation in the tax industry.  Part of this work is creating and building strong relationships throughout the industry. This hard work is paying off for our partners as they can take advantage of these value-added services and benefit from additional revenue opportunities.

Education Center

uTax is pleased to be able to provide discounted access to continuing education solutions from the tax industry’s leading providers. Whether it’s AFSP, CTEC, Exam Prep or other specific CE courses, our goal is to provide you with options that are affordable, easy-to-use and comprehensive.

Committed to providing the best tax preparation training solutions in English and Spanish, Latino Tax Pro has been serving the Tax Industry for over a decade with robust web-based continuing education.

Founded in 1985, Surgent has grown to become a leader in continuing education and exam prep for accounting, tax, and other professions. They provide unparalleled customer experiences across 10,000+ credit hours of CPE courses, while their exam prep courses deliver some of the highest pass rates in the industry.

Protection Plus

It’s the best audit assistance program in the industry

Not only does Protection Plus relieve tax professionals of audit headaches, we also enable the preparer to guarantee their work. In the event of a legitimate preparer error, Protection Plus will reimburse the taxpayer up to $2,500.

iPROTECT

does much more than monitor credit!

It offers a solution comparable to the ones used by the nation’s leading financial institutions to prevent identity theft. With our three-step system, iPROTECT builds a complete shield around your identity from beginning to end – leaving nothing to chance.

iPROTECT

does much more than monitor credit!

It offers a solution comparable to the ones used by the nation’s leading financial institutions to prevent identity theft. With our three-step system, iPROTECT builds a complete shield around your identity from beginning to end – leaving nothing to chance.

Protection Plus

It’s the best audit assistance program in the industry

Not only does Protection Plus relieve tax professionals of audit headaches, we also enable the preparer to guarantee their work. In the event of a legitimate preparer error, Protection Plus will reimburse the taxpayer for up to $2,500.

Banking Partners

uTax partners with the top 4 banks in the industry to provide you refund settlement options that your clients want and that fit your needs.  Our Bank Services Team is here for you! From your initial enrollment with a chosen bank, to helping resolve any issues you and your clients may have during tax season, let our experience and long standing relationships work for you.

Put our years of experience to work for you!

Call a uTax Account Manager today and find out the value of good relationships.
And remember, even the Lone Ranger didn't do it alone.