Tax Preparation

Get Your Taxes Prepared Right Where You Bank

With all the hours you put into your business, filing tax returns is probably the last thing you want to do with your time. We work with your business on a year-round basis, helping you stay abreast of changes and complexities in tax laws, as well as other circumstances that may affect your business. More importantly, you won’t need to spend your time preparing your own tax returns.

Ulster Financial Group, Inc. is part of the Ulster Savings Bank family. We know the importance of experienced tax professionals and providing services that are not limited to the tax season is important to US. We are available to you year-round to provide tax services whenever you need them.

Ulster Savings Bank offers a variety of non-traditional products including a Tax Preparation Service through our subsidiary Ulster Financial Group Inc. Enjoy the convenience of doing your taxes at the same place you do your banking.



  • Personal Income Tax Return Preparation
  • Electronic filing of IRS and New York State returns at no additional cost


  • Corporate, Partnership, and Individual Tax Return Preparation
  • Bookkeeping and Accounting
  • Small Business Tax Return Preparation


We appreciate your interest and look forward to assisting you with your business tax preparation needs.

To schedule a tax appointment or consultation, please contact US at 845-339-5744.  During tax time, additional evening and weekend appointments are available.

Complete these forms and bring them with you to your appointment:

Client Acknowledgment Packet

24/7 Debit Card Support: 866-440-0392
Calls from 800-262-2024 are from our fraud monitoring provider Enfact.
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