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)

We appreciate your interest and look forward to assisting you with your personal or 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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