ACCEPTING NEW CLIENTS FOR THE TAX SEASON!

Services

Our business offers comprehensive services tailored to individuals, small businesses, and nonprofits. We understand the unique financial challenges each of these groups faces, and our team is dedicated to maximizing tax efficiency while ensuring compliance with current regulations. With personalized strategies and dedicated support, we empower our clients to achieve their financial goals and navigate the complexities of the tax landscape with confidence. Trust us with your taxes.

Tax Planning
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black Android smartphone

We offer individualized personalized tax planning strategies for our clients to achieve their financial goals and navigate the complexities of the tax landscape with confidence.

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white printer papers
Tax Preparation

We are registered with the IRS and obtained PTIN and EFIN to prepare taxes, sign, and file electronically. Once you contact us we will schedule an intake interview and get the job done.

Did you get a letter from the IRS? Do you owe the IRS? Do you need to Amend your return? Do you want IRS representation? You are not alone. We can help you navigate this landscape.

IRS resolutions
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GET IN TOUCH

Use this form to schedule an appointment or ask any questions and we will respond.

Intake Form

Client onbording and information gathering

Optimized Tax Consult provided exceptional service, maximizing my tax benefits. Highly recommend their expertise!

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person holding pencil near laptop computer

★★★★★