Optimum Financial & Tax Services

A Team of Experienced Professionals Ready to Empower Your Financial Health

Optimum Financial and Tax Services (OFTS) is a trusted name in financial and tax services, proudly serving individuals and businesses in the community for over two decades. Led by experienced professionals with deep expertise in tax preparation, accounting, and financial planning, we empower our clients to achieve their financial goals and navigate complex financial landscapes with confidence.

Comprehensive Services for Every Financial Need

Our comprehensive services cover every aspect of your financial life, ensuring you have a tailored solution for every situation.

Tax Preparation & Resolution

• Precise calculation of state and federal tax returns
• Maximize deductions and minimize tax liabilities
• Specialized IRS and state tax resolution services
• Representation before tax authorities

Accounting & Bookkeeping

• Comprehensive bookkeeping solutions tailored to small businesses and individuals
• Schedule C preparation and consultation
• Development of efficient record-keeping systems

Financial Planning & Insurance Solutions

• Life insurance needs assessment and planning
• Long-term care insurance guidance
• Personal financial planning services

Dedicated Approach to Client Care

At OFTS, we are committed to providing personalized attention and tailored solutions to each client. Our team takes the time to listen to your unique needs and concerns, offering clear explanations along every step of the process. We are passionate about empowering our clients to make informed financial decisions and achieve their financial goals.

Join Our Satisfied Clients

Our track record speaks for itself. Countless clients have benefited from our expertise and experienced guidance. We are proud to have earned countless positive testimonials and referrals over the years.