Trusted by individuals and businesses for reliable tax, payroll, and consulting services. Experience the difference with UpperCountry Financial Services—where your success is our mission.

Helping Individuals, Small Businesses, and Entrepreneurs Succeed

We provide professional tax filing, consulting, and business support services to help you grow and stay compliant.

Smart Solutions for Every Stage of Your Life and Business

Our Services

We’re proud to deliver fast, accurate, and affordable tax support for individuals. We also offer tax preparation, financial services, planning for businesses at any stage of growth. Whether you’re launching or scaling, we bring trusted experience and integrity to every step.

Tax Preparation

Fast, accurate tax filing services for individuals and businesses — handled by experienced professionals.

Business Setup

Start your business the right way with LLC formation, EIN registration, and compliance guidance.

Bookkeeping

Stay organized with monthly bookkeeping that keeps your records clean, clear, and audit-ready.

Business Consulting

Get personalized advice on taxes, business growth, and financial structure tailored to your goals.

Website Services

Build a strong online presence with professional websites created by Awakened Innovations.

Payroll

Efficient and accurate payroll management for your business, ensuring employees are paid on time and compliant with all regulations.

Products We Offer

Our Tax & Training Products

At UCMBT we offer a variety of products to assist in different areas of your business. They are designed for tax professionals, business owners, and individuals looking to continue their education.

$ 199

UCMBT Tax Academy

Learn to prepare taxes with confidence—for yourself or as a service for others. This course covers the essentials of tax preparation, IRS rules, and how to use our tax software effectively. Perfect for beginners or those looking to refresh their skills.

Features

Interactive Tax Class!

• Learn how to do taxes
• Set your own class schedule
• Collaborate with other students
• Lessons | Quizzes | Knowledge Checkes
• Includes Full Year of Mentoring & Support

$ 1,297

US Pro Tax Program (Software)

Bring Your Tax Office to a Six Figure Income business with professional all inclusive Tax Preparation Software.
  • Optimize your Resources
  • Increase Your Income
  • Ongoing Support
  • For EROS with EFIN
  • Professional Software For the Tax Professional
  • Must already have an EFIN or be ready to apply
 

Features

All-Inclusive Tax Software!

• Individual & Business/Corp Forms
• All States+ DC (that require filing)
• Free e-filing
• Bank Products
• On-site Check Printing
• Multi-user
• Full Tech Support

We Are

Your Trusted Partner in Tax & Business

UCMBT isn’t just a tax firm — we’re a team of experienced professionals dedicated to helping you build, manage, and grow your business with confidence. From filing taxes to business setup and consulting, we’re with you every step of the way.

Certified Expertise

Work with experienced professionals backed by verified credentials and training.

24/7 Support

We're here when you need us — day or night, by email or message.

Over 40 Years of Experience

Trusted by individuals and businesses for nearly a decade of reliable service.

Premium Value, Honest Pricing

Transparent pricing with high-quality service — no hidden fees.

Patriot Software Accounting Advisor

Patriot Software Accounting Advisor

What Drives Us

Our Mission

At UCMBT, our mission is to empower individuals and businesses by providing affordable, reliable, and professional services. We believe success starts with trusted guidance — and we’re here to help every step of the way.

Explore Client Success Stories

we help companies navigate complexity and achieve results­

Frequently Asked Questions

Answers You Can Trust

We provide business setup, tax preparation, bookkeeping, consulting, and website services.

Both. We serve individuals, startups, and established companies alike.

Our online program to help individuals learn tax skills and become confident filers or professionals.

Prices vary by service, but we’re known for honest, transparent pricing. Reach out for a custom quote.

Here to Help You Succeed

Professional Support. When You Need It Most.

Talk to a real person. Call us now for direct help with taxes, finances, or business questions.

Short on time? Reach out through social media or our contact form. We’ll get back to you fast.

Let’s Talk About Your Goals

We’re here to help — whether you need guidance with tax prep, business setup, or just want to explore how we can support your next move. Reach out and we’ll take it from there.