Contact Us
We redefine the standard for tax services. Ready to experience unparalleled expertise and personalized service in tax solutions?
How It Works
Simplifying the methodology into three key steps:
Client Onboarding / Needs Assessment
Create a profile. Upload your Tax Documents and an invoice will be uploaded to your client portal. Upon approval, A 50% deposit is required to start the tax preparationy.
THE PREPARATION
We’ll handle it from here. Our Tax Team will prepare your Tax Return. We will contact you if additional information is required.
REVIEW & E-FILING
Upon completion a remote conference will be scheduled to review your Tax Return. Once you approve and E-sign, your Tax Return will be E-filed. A PDF copy will be uploaded to your client portal. For an additional fee, a paper copy will be hand delivered by our Tax Team to your preferred location.
Our Contact Data
We’re here to assist you on your financial journey. Feel free to reach out to us for any inquiries or to schedule a consultation. Our dedicated team is ready to provide personalized solutions tailored to your needs.
San Francisco
100 Pine St Suite 1250 San Francisco, CA 94111
Phone Number
(+1) 415-894-5797
info@optimizedtax.com
Frequently Asked Questions
Got questions? We’ve got answers! Explore our FAQs below to find information on common queries. If you don’t see what you’re looking for, feel free to reach out to our team for personalized assistance.
How do I schedule a consultation?
To schedule a consultation, simply contact us via phone or email info@optimizedtax.com Our team will promptly assist you in setting up a convenient time.
Are your services available for individuals and businesses?
Yes, we provide tax services for both individuals and businesses, ensuring tailored solutions to meet your specific needs.
What sets your tax services apart from others?
Our services prioritize quality over quantity. We dedicate ample time to each client, ensuring meticulous attention to detail and personalized support.
What makes Optimized Tax an ideal choice for small business owners?
Small business owners benefit from our personalized approach and comprehensive services. We understand the unique challenges faced by entrepreneurs and offer tailored solutions to meet their specific needs.
What qualifications does Optimized Tax hold?
Optimized Tax Service holds certifications such as Enrolled Agent and Certified Acceptance Agent, demonstrating a high standard of expertise and professionalism in tax services.
What makes Enrolled Agents (EAs) unique?
Enrolled Agents are federally-authorized tax practitioners with expertise in tax planning, preparation, and representation before the IRS.
Can Optmized Tax assist with tax planning for businesses?
Yes, we provide expert guidance in tax planning for businesses. Our team ensures that your business takes advantage of all available deductions and credits while remaining compliant with tax laws.
Can you assist with IRS audits?
Absolutely. Our team has experience in IRS representation, providing support and guidance through audits and inquiries.