Cancel

    Open app

    Search

    Ulrickson Financial Partners

    4.6 (9 reviews)
    Closed Closed

    Request a consultation

    Response time

    20 minutes

    Response rate

    100%

    Services - Ulrickson Financial Partners

    Accountants

    Bookkeepers

    Business filing for current tax year

    7 More Services

    Individual filing for current tax year

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

    Ulrickson Financial Partners Photos

    More like Ulrickson Financial Partners

    Recommended Reviews - Ulrickson Financial Partners

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    26 days ago

    Business owner information

    Photo of Jason U.

    Jason U.

    Thanks for the feedback Leo - Always happy to help!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 months ago

    Business owner information

    Photo of Jason U.

    Jason U.

    Thanks for the kind words Jalena - Happy I was able to help!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    I was happy with Jason's services. He's patient and flexible. I will probably see him again next year. Thank you, Jason!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 1

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Business owner information

    Photo of Jason U.

    Jason U.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Business owner information

    Photo of Jason U.

    Jason U.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 months ago

    Business owner information

    Photo of Jason U.

    Jason U.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 months ago

    Business owner information

    Photo of Jason U.

    Jason U.

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    10 months ago

    Business owner information

    Photo of Jason U.

    Jason U.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Ulrickson Financial Partners

    Nakata Consulting

    Nakata Consulting

    (3 reviews)

    Joe is the BEST thing we did for our company, Altared Visions. I found him through rave reviews and…read moresuggestions on the SouthCoast Girl Photographers Night Out group on Facebook and I could kiss everyone that sent us to him! Joe will meet with you and learn all about your business. He acts as an accountant, financial adviser and business consultant all in one! His advice has helped up clean up our back end and finally tackle sales tax and all the other things that made tax time a nightmare in years past! His rates are great, his service is fast and prompt and he is so easy to reach. We really couldn't ask for more. Thank you Joe, for all you do!!

    Nakata Consulting is an essential piece of my business life!!…read more But for the rest of this review let's just be on a first name basis and talk about Joe. I would have probably given up the whole self employed business long ago if not for Joe. I found Joe through some other colleagues in the Boston photography network years ago. I'll admit I was more than clueless about how to keep my bookkeeping organized and he took me under his wing, took the chaos and made sense of it all. Now I do most of the bookkeeping on my own and he gives it a look once a month to make sure I'm on track. In a "teach a man to fish...." sort of a way. Monthly, quarterly and annual taxes are a breeze now and I can confidently make business purchases and know the overall health of the business. If you're a small business (he has a keen knowledge of the photography business - take a look at his client list!! http://www.nakataconsulting.org/links.php ), but also for restaurants, etc... He'll do your sales taxes, bookkeeping, consulting and all at reasonable rates. I've referred him to friends (non-business owners) as well and he'll definitely take care of you. So walk right past H&R Block and call Joe!

    Ulrickson Financial Partners - accountants - Updated May 2026

    Loading...
    Loading...
    Loading...