about us

see what's it like at optimum financial services

WE DO MORE THAN JUST TAXES!

The Motto in which Optimum Financial Services stands firm on

Quality Taxes without Question,

Get it Right the First Time

We offer our customers above and beyond quality customer service

We encourage customer & employee constructive input in order to insure constant innovation

Optimum Financial Services was founded in September 2014.

Our company guarantees to offer our customers and employees more than our competitors. We guarantee to educate

our clients on every credit and deduction that they are legally entitled to based on individual tax situations.

In addition to preparing and electronically filing individual federal and state tax returns and small business tax returns, Optimum Financial Services also provides year-round accounting, payroll, business setup, business credit, business funding services, notary and much more.

We truly understand all of the tax and accounting needs of our working-class customers.

We have made a commitment to provide certified and properly trained tax professionals and accountants that offer fast, honest and efficient service and products to all of our customers.

We set ourselves apart from our competition because we treat our customers like family and not just another number.

We also take the time to personalize our customers’ experience and provide them with advanced knowledge regarding their tax return or small business accounting needs.

Our customers, community and our employees are our future and our daily motivation.

It is not about us, it is truly about everyone receiving quality service in every aspect of our business and giving back to our community through organization sponsorships, community service volunteering, and providing free tax prep for the homeless, college and high school students, and seniors citizens (with basic returns).

Stop By and See Us Today We Will Handle All Your Tax, Accounting, Bookkeeping, And Small Business Stress!

Click below to track your refunds

updated once

every 24 hours

updated once

every 24 hours

updated once

every 24 hours

updated once

every 24 hours

Call Us Today to schedule your in office

or over the phone Consultation

WHY CHOOSE OPTIMUM FINANCIAL SERVICES?

ACCOUNTING &

BOOKKEEPING SERVICES

BUSINESS CREDIT & GRANTS CONCIERGE

TAX SERVICES

BUSINESS SETUP

& STRUCTURE CONCIERGE

We’re a one-stop accounting and tax firm for all your tax and accounting needs. When you give Optimum Financial Services the honor of preparing your taxes or accounting needs, you’re choosing to work with dedicated tax accountants who’ll help get you every deduction you’re entitled to. Our fast, friendly, and guaranteed accurate accounting and tax preparation services are right around the corner. So don’t worry, and let us handle the paperwork. Or as we like to say,

"You do life. We do taxes."

Contact

© Copyright 2025. Optimum Financial Services LLC. All Rights Reserved.