Jason Ulrickson is an accountant and tax advisor at Ulrickson Financial Partners. His focus is helping individuals, families, and business owners navigate the complexities of the tax code. Whether you need help with preparing your annual tax returns, have received a dreaded letter from the IRS, or are seeking strategies to reduce your lifetime tax burden, Jason and his team are ready to assist. In addition to handling the compliance work, they emphasize taking a proactive approach when it comes to tax planning. They work with you year-round to identify opportunities and implement strategies that minimize taxes, aiming to reduce your tax bill both now and in the future.

Jason started out in the industry as a financial planner, helping high-net-worth families manage their wealth and optimize their financial situation from all angles. After recognizing the significant need for accountants who offer strategic tax planning alongside standard compliance services, he transitioned over to tax and accounting. Many accountants tend to be reactive, focusing on transactions and missing potential savings opportunities. In contrast, Jason and his team take a hands-on approach, partnering with clients to continuously refine and implement their tax strategies throughout the year. From tax preparation to long-term planning, their mission is to simplify the tax process and ensure clients are making the most of every opportunity available.