Tax Preparation

Get Your Taxes Prepared Right Where You Bank

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 tax season. We are available to you year round to provide tax services whenever you need them.

Whether you’ve recently had a life changing event, made a big purchase, or received an IRS notice, you have access to helpful advice.

Today, there are more choices than ever on how to prepare tax returns. By using a professional tax-preparer, you can rest assured knowing your taxes are prepared with the most up-to-date tax law information. Most importantly, you won’t have to spend your time preparing your own tax returns.


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


To schedule a tax appointment or consultation, you can either contact US at 845-339-5744 or you can click here to make your request via e-mail. We appreciate your interest and look forward to assisting you with your personal or business tax preparation needs.


During tax time, additional evening and weekend appointments are available!


Bring this with you to your appointment.

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