Tax Preparation and Planning Services

Welcome to UFC Tax!

UFC Tax was established with the vision to serve our clients’ needs with a holistic approach to their current tax preparation needs and planning their own tax outcomes long term.

Our firm prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, RITA, even local.

With our comprehensive and holistic approach, our clients are able to engage in the complete integrated process of their tax planning needs.

Tax Preparation

Charitable Tax Planning Strategies

Roth IRA Conversion Strategies

Tax Planning Services

Small Business Strategy Development

Social Security Taxation Reduction

401(k) Strategies

Estate Planning

Please contact us for tax preparation and tax planning services.

If you just want tax preparation and nothing more, that’s ok…give us a call. We will be careful, accurate, and we will provide a good price for great work!

And if you want tax preparation along with a comprehensive long term planning approach, then that’s where we shine the brightest!


There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes!

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.



“I really felt like they had my best interest at heart.”

Julie Evans, Fort Worth, TX

“I was shocked at how much my income increased simply by repositioning a few assets.”

Adam Gadsden, Denver, CO

“They showed me how to organize all of my estate documents so there is no guessing and no stress on my children when I am gone.”

Bob Watts, Tampa, FL

In today’s uncertain world, you want to take advantage of every opportunity to build and protect your assets — for you and the well-being of your family.

The PremiumLife™ can help you build wealth with limited market risk, while creating potentially tax-free benefits.

Schedule a Call Today