Services
At Optimum Tax Services, we offer a number of different services to suit your needs. Please see a description of our services offered below.
Tax Preparation
The tax code is one of the most complex and ever changing pieces of information out there today. It can become easy for individuals and small businesses to get lost in staying on top of current tax laws. Our team is fully trained to offer Federal, State and local preparation of tax returns. We pride ourselves on "partnering" with the client to ensure that you understand every facet of your tax return. Upon completion, we have a video call to provide a short review of the year filed and also to answer any questions that may arise
Tax Planning
Today's questions often lead to tomorrow's tax problems. Are you buying/selling your home? Starting a business in the new year? Selling a large chunk of your stocks? It's always better that we have a plan before major life changes, to help minimize any tax liability that you may have. Based on the situation, we can provide tax advice to provide the most optimal customized tax reduction strategies.
Accounting & Bookkeeping Services
Bookkeeping is the first line of defense in reducing your tax liability. This process provides you with a clear picture of exactly how your business is doing currently and where it is heading in the future. We use current industry standards to help increase cash flow and prepare financial statements. With these services, you can either meet quarterly or monthly to discuss the financials to ensure that you are fully abreast of your financial position.
Business Formation
You started a business but don't quite know where to go from here? Did you set up the right kind of entity? Do you need to file sales taxes in your state? Our Business Formation services can help to answer all of these common questions and more. We will consult with you to determine the best course of action to take to ensure that your business is correctly set up and operating quickly.
Tax Packages
Are you ready to transform your business with forward thinking planning for growth and sound implementation? Do you need multiple services in order to achieve your goals? We can construct a personalized tax package for you to ensure the best pricing and streamlined processes to achieve your business goals. Schedule a consultation with us to see how we can get started.
