Tax Preparation

Tax laws keep changing. We stay current so you don’t have to. Talk to us if you are looking for affordable tax preparation services.


Ulster Financial Group, Inc. is part of the Ulster Savings Bank family. Our experienced tax professionals provide services that are available to you year-round, whenever you need them. Our team is made up of local, qualified tax experts who know the rules and how they apply to you. We offer you decades of experience navigating the latest tax laws and the recent 2025 updates including:

  • New overtime regulations
  • Tip income reporting changes
  • Expanded senior tax benefits
  • Homeowners tax changes
  • Auto loan interest deductions
  • Increased tax credits


Ulster Savings Bank customers who are using tax services for the first time are eligible for a $35 Discount. 
Services that we can provide for you include:

  • Personal Income Tax Return Preparation
  • Estate, Gift, and Fiduciary Tax Return Preparation
  • Electronic filing of IRS and New York State returns (no additional cost)
  • Hablo español


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: Income Tax Return Questionnaire and Tax Services Letter

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