Legal
Effective date: September 2, 2026
Please read these Terms & Conditions carefully before using the website or services of Ultimate Financial Services. These terms govern your access to and use of our website, appointment request forms, and text-message communications. By using this site or opting into SMS messages, you agree to these terms.
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Ultimate Financial Services. This includes SMS messages for conversations, appointment reminders, appointment confirmations, return status updates, deadline reminders, account notifications, and other service-related communications.
SMS consent is not shared with third parties or affiliates for marketing or any other purpose.
By accessing or using this website, requesting an appointment, or communicating with Ultimate Financial Services, you agree to be bound by these Terms & Conditions and our Privacy Policy. If you do not agree, please do not use the site or submit personal information through our forms.
This website provides information about tax preparation, IRS representation, bookkeeping, accounting, business formation, and related professional services offered by Ultimate Financial Services. Descriptions of services are informational and do not create a professional-client relationship. An engagement begins only after a signed agreement, engagement letter, or confirmed appointment where applicable.
Ultimate Financial Services is led by an Enrolled Agent licensed by the U.S. Department of the Treasury. We adhere to federal tax practice standards, continuing-education requirements, and professional ethics rules. Advice and information on this site are not a substitute for personalized tax, legal, or financial counsel tailored to your specific situation.
You agree to provide accurate, complete, and truthful information when using our forms or services. You are responsible for maintaining the confidentiality of any credentials or access links provided to you, including client portal invitations. You may not use the site for unlawful purposes or attempt to interfere with its operation or security.
Ultimate Financial Services makes reasonable efforts to ensure the accuracy of site content and the timeliness of communications. However, we are not liable for errors, omissions, technical interruptions, or outcomes that arise from reliance on general website content. Tax results depend on the specific facts and documents you provide. Our liability for professional services is governed by the applicable engagement agreement.
All content on this website, including text, graphics, logos, and icons, is the property of Ultimate Financial Services unless otherwise noted. You may not reproduce, modify, distribute, or republish content without prior written permission.
This website may contain links to third-party websites, including our secure client portal and social media pages. We are not responsible for the content, privacy practices, or terms of those third-party sites. We encourage you to review their policies before using them.
These Terms & Conditions are governed by the laws of the State of New Jersey, without regard to conflict-of-law principles. Any dispute arising from these terms or your use of the site shall be resolved in the appropriate state or federal court located in New Jersey.
We may update these Terms & Conditions from time to time. The effective date at the top of this page reflects the most recent revision. Continued use of the site or our services after changes means you accept the updated terms.
If you have questions about these Terms & Conditions or our SMS Terms of Service, please reach out: