Optimum Financial Services
Contacts
- qualitytaxlex.simplybook.me
- Optimum Financial Services (formerly Quality Tax), Lexington, 996 E New Circle Rd
Opening hours
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Sunday
Day off
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Monday
11:00 AM - 9:00 PM
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Tuesday
10:00 AM - 7:00 PM
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Wednesday
11:00 AM - 9:00 PM
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Thursday
10:00 AM - 7:00 PM
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Friday
11:00 AM - 7:00 PM
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Saturday
Day off
About the company
Optimum Financial Services (formerly Quality Tax) & Optimum Tax stands firm on offering customers above and beyond quality customer service when assisting with ALL of their tax needs (i.e local tax, sales tax, school tax, federal and state personal and/or business income tax returns PLUS MORE)! Open year around providing additional services such as accounting, business setup, coaching and payroll. We offer our customers quality services with no hidden information while educating our clients and providing them tools to assist them to grow.Our team
Cortney Hooper
Optimum Financial Services
Lexington, 996 E New Circle Rd
Cortney Hooper
Senior Tax Professional & Small Business Tax Consultant Cortney Hooper **Job Overview:** Cortney Hooper is a highly experienced tax professional with over 10 years of expertise in accounting and tax services. Specializing in small business taxes and tax credits for single mothers, Cortney offers a personalized and knowledgeable approach to tax preparation, planning, and compliance. She is dedicated to providing clarity, accuracy, and strategic advice to help clients maximize their tax benefits and achieve their financial goals.**Key Responsibilities:** - **Small Business Tax Services:** Prepare and file taxes for small businesses, ensuring compliance with federal, state, and local tax regulations. Advise clients on tax-saving strategies, deductions, and credits tailored to their specific business structure and goals. - **Tax Credits for Single Mothers:** Specialize in identifying and maximizing tax credits available to single mothers, including the Child Tax Credit, Earned Income Tax Credit (EITC), and others. Provide guidance on eligibility and ensure clients receive the full benefits they are entitled to. - **Tax Planning & Strategy:** Work with individuals and small business owners to develop tax strategies that minimize liabilities and maximize deductions. Offer advice on retirement planning, investments, and other long-term financial goals. - **IRS Representation:** Represent clients in dealing with the IRS, addressing audits, notices, and other tax issues to ensure timely and accurate resolution. - **Ongoing Support & Consultation:** Provide year-round tax advice, keeping clients informed of new tax laws, changes in regulations, and opportunities for savings. - **Education & Empowerment:** Educate clients on tax-related matters, empowering them to make informed financial decisions. **Why Clients Trust Cortney Hooper:** - **Expertise & Experience:** With over 10 years in the tax and accounting field, Cortney has a deep understanding of tax law, small business needs, and the unique challenges faced by single mothers in managing their finances. - **Personalized Service:** Cortney takes the time to understand each client’s unique situation and tailors her services to meet their specific needs. Whether you're a small business owner or a single mother looking for guidance, she provides a customized approach to help you succeed. - **Commitment to Maximizing Benefits:** Cortney is dedicated to ensuring her clients receive the maximum tax credits and deductions available. She has a proven track record of helping small businesses grow and single mothers navigate the complex world of tax credits, ensuring they keep more of their hard-earned money. - **Transparent & Honest Advice:** Clients appreciate Cortney’s straightforward, honest approach. She educates and empowers clients, making sure they fully understand their tax situation, with no hidden surprises. - **Proven Track Record:** Many of Cortney’s clients have been with her for years, trusting her not just during tax season but as a year-round resource for tax planning and financial advice. **Education & Qualifications:** - Ongoing continuing education to stay updated on tax law changes **Client Testimonials:** “Cortney has been handling my small business taxes for years, and I couldn't be more confident in her expertise. She helped me save thousands in deductions I didn’t even know I was eligible for!” — *Emily R., Small Business Owner* “As a single mom, navigating taxes is overwhelming. Cortney took the time to walk me through every step and ensured I got the full tax credit benefits I was entitled to. I am so grateful for her support!” — *Rachel S., Single Mother* Clients trust Cortney Hooper not just for her tax expertise, but for her commitment to guiding them through the complexities of tax laws with clarity, confidence, and compassion. Whether you’re a small business owner or a single mother, Cortney is your trusted partner in navigating the tax landscape with ease and efficiency.
Tee Williams
Optimum Financial Services
Lexington, 996 E New Circle Rd
Tee Williams
Tee Williams is a self contractor with Winners Circle Business Solutions. She has transitioned into a vital operational role and will be doing minimal tax preparation this tax season. Due to our growing business, She now concentrates solely on managing operational facets and championing the financial triumphs of our corporate and small business clients. She, is your go-to expert at Winners Circle Business Solutions for a wide range of crucial financial and business services such as:Strategic Tax Planning Consultation (For Your Business): Tailored guidance to optimize tax strategies for your business.Accounting and Bookkeeping (30 Minute Discovery Call): A concise session to explore accounting needs and solutions.Accounting or Bookkeeping Set Up Service Consultation: Customized advice for setting up your accounting systems efficiently.Monthly Bookkeeping Business Growth Consultation: Ongoing guidance for monthly business growth through meticulous bookkeeping.Quarterly Bookkeeping Business Growth Consultation: Periodic strategic consultations to bolster business growth via bookkeeping insights.Business Staff Payroll Services: Hassle-free payroll services tailored to your business's schedule.Business Coaching Strategy Session: Strategic coaching sessions to enhance business strategies and development.W2 & 1099 Processing for Your Employees: Seamless processing of employee tax documentation.Documents Drop Off for Your Business Service Needs: Convenient service for efficient document handling.Assistance Getting Business Back In Good Standing: Expert support to reinstate and stabilize business standing.Quarterly or Year-End Tax Filings: Accurate and timely filing of quarterly or year-end taxes.Sales Tax Filings & Assist with Jeopardy Bill form Filing Needs (with the State): Assistance with sales tax filings and handling jeopardy bills with the state.Notary Needs
Jason Samson
Optimum Financial Services
Lexington, 996 E New Circle Rd
Jason Samson
Meet Our Operations Solutions Specialist: Jason SamsonAt Optimum Financial Services and Optimum Tax, we are proud to have Jason Samson as our Operations Solutions Specialist, a dynamic and talented professional dedicated to delivering exceptional service to our clients. Jason brings a wealth of expertise and a proactive approach to every aspect of his role, ensuring your experience with us is nothing short of excellent.How Jason Can Help You:
Expert Tax Preparation:
Jason has extensive knowledge of tax laws and regulations, ensuring your federal and state tax returns are prepared accurately and efficiently. He is committed to helping you maximize your deductions while maintaining compliance with IRS standards.
Exceptional Customer Support:
Whether you have questions about your tax return, need assistance navigating our services, or require personalized support, Jason is here to provide prompt, courteous, and solutions-driven assistance. His attention to detail and client-first approach ensures your needs are always a top priority.
Streamlined Processes for Your Convenience:
With a strong background in operational efficiency, Jason helps optimize our internal workflows, making it easier and faster for you to access the services you need. From scheduling to follow-ups, he ensures a seamless client experience.
Reliable Leadership and Accountability:
As a seasoned team leader, Jason ensures that our entire team is aligned with your expectations. He oversees team operations to deliver consistently high-quality results, whether it’s tax preparation, customer service, or resolving your concerns.
Why You'll Love Working with Jason:
Jason is approachable, professional, and detail-oriented, ensuring your questions and concerns are addressed promptly.
His expertise in tax preparation and customer service means you’ll receive accurate, efficient, and friendly support every step of the way.
With a problem-solving mindset and a passion for excellence, Jason is dedicated to making your experience stress-free and satisfying.
At Optimum Financial Services and Optimum Tax, our clients are at the heart of everything we do. With Jason Samson on your side, you can feel confident knowing you’re working with someone who is not only skilled but genuinely cares about your success.
Let Jason and our team help you achieve your financial goals with ease and peace of mind!
Top services
Tax Problem Resolution - Review IRS or State Letter Received
60 min
Tax Problem Resolution - Review IRS or State Letter ReceivedWelcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Tax Problem Resolution service for reviewing IRS or State letters received is designe
Optimum Financial Services
Lexington, 996 E New Circle Rd
Tax Problem Resolution - Review IRS or State Letter Received
Tax Problem Resolution - Review IRS or State Letter ReceivedWelcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Tax Problem Resolution service for reviewing IRS or State letters received is designed to assist you in navigating tax issues.At Optimum Financial Services, we understand the concerns and complexities associated with IRS or State letters regarding tax matters. Our commitment extends to providing a comprehensive review of these letters and advising you on the appropriate steps forward.Service Overview:Thorough review of IRS or State letters receivedExpert advice and guidance on the content and implications of the letterAssessment of potential next steps and recommendations for resolutionPlease note: To initiate this service, a nonrefundable deposit is required. This deposit covers the comprehensive review of the IRS or State letter and the initial consultation. It's important to note that this deposit does not include the resolution of the tax problem outlined in the letter. Resolution services are separate and have their own distinct fee structure, which will be discussed after the initial review.Booking an appointment for Tax Problem Resolution - Review IRS or State Letter Received ensures focused attention from our experienced tax professionals. They will thoroughly examine the correspondence, provide insights into its implications, and guide you on the initial steps towards resolution.Experience the peace of mind that comes from having a dedicated team to assist you in addressing tax concerns. Schedule your appointment today with Optimum Financial Services and Optimum Tax to initiate the review process and gain clarity on your tax matter.We are committed to guiding you through the initial steps in resolving your tax issues.
Business Coaching Strategy Session
120 min
Comprehensive Business Development ConsultationWelcome to Optimum Financial Services, where our Strategic Tax Planning Consultation extends beyond tax optimization. Our service goes the extra mile by not only refining tax strategies but also laying t
Optimum Financial Services
Lexington, 996 E New Circle Rd
Business Coaching Strategy Session
Comprehensive Business Development ConsultationWelcome to Optimum Financial Services, where our Strategic Tax Planning Consultation extends beyond tax optimization. Our service goes the extra mile by not only refining tax strategies but also laying the groundwork for your business's financial future.Service Enhancements:Monthly and Annual Budgeting: We assist in creating meticulous monthly and annual budgets, ensuring financial clarity and foresight for your business's fiscal health.Goal Setting Plan: Our consultation includes crafting a goal-oriented plan, aligning financial targets with your business's aspirations for growth and success.Business Plan Foundation: We help in developing the foundational elements of a business plan, providing a framework to guide your business's direction and strategies.Strategic Tax Planning: Alongside these enhancements, our service maintains its focus on strategic tax planning, ensuring optimal tax efficiency for your business.Your Holistic Business Partner: Experience a comprehensive approach that extends beyond tax planning. Our service is committed to nurturing your business's financial well-being and long-term success.Connect with Us: Schedule a consultation at Optimum Financial Services today to embark on a holistic business development journey that sets the stage for your business's financial prosperity.We are dedicated to providing comprehensive financial strategies and support, guiding your business towards its goals and sustainable growth.
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Service type: Financial planning, Loan consultation and Wealth management
Money Bag Cash Advance - (No Business Taxes)
60 min
Money Bag Cash Advance - (No Business Taxes)***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Tax Preparation 'WITH' Money
Optimum Financial Services
Lexington, 996 E New Circle Rd
Money Bag Cash Advance - (No Business Taxes)
Money Bag Cash Advance - (No Business Taxes)***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Tax Preparation 'WITH' Money Bag Cash Advance category is meticulously tailored to address personal tax needs while offering the convenience of a cash advance, excluding any business taxes.At Optimum Financial Services, we specialize in comprehensive tax preparation services focused solely on individual and family tax requirements. Simultaneously, our unique offering includes:Thorough Tax Preparation:Expert assistance with current and prior year personal tax preparationAmendments, filings, and tax resolution supportStrategic tax planning and extensions tailored to personal financesIn addition to our tax preparation services, we also provide the option for a Money Bag Cash Advance. This service is specifically designed to offer swift financial assistance for immediate needs, complementing our tax preparation services. Please note that the cash advance is solely available for personal financial needs and is not associated with any business-related finances.Booking an appointment within the Tax Preparation 'WITH' Money Bag Cash Advance category ensures dedicated time with our seasoned tax professionals. They offer personalized attention and expertise in managing your personal tax affairs while exploring the possibility of availing a cash advance.Experience the ease and efficiency of addressing your personal tax obligations while having access to immediate financial assistance when needed. Schedule your appointment today with Optimum Financial Services and Optimum Tax to secure expert assistance with your individual and family tax preparation needs, along with the option of a Money Bag Cash Advance.We are committed to guiding you through every step of your personal tax journey while offering financial support when required.
Amendment (Current or Prior Year)
60 min
Amendment (Current or Prior Year)Welcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Amendment service for current or prior tax years is designed to assist you in making necessary tax correct
Optimum Financial Services
Lexington, 996 E New Circle Rd
Amendment (Current or Prior Year)
Amendment (Current or Prior Year)Welcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Amendment service for current or prior tax years is designed to assist you in making necessary tax corrections and adjustments.At Optimum Financial Services, we understand that tax situations may change, requiring amendments to previously filed returns. Our commitment extends to providing comprehensive support for amending current or prior year tax filings.Service Overview:Expert assistance in amending tax returns for the current or previous tax yearsThorough review and correction of errors, omissions, or necessary adjustmentsGuidance and support through the amendment process to ensure compliance and accuracyPlease note: To initiate the Amendment service, a nonrefundable deposit is required. This deposit covers the comprehensive assessment and initial steps involved in the amendment process.Our goal during this service is to meticulously review your tax situation, address any errors or necessary adjustments, and guide you through the amendment process. The deposit does not cover any additional fees that may arise from the amendment process itself.Booking an appointment for the Amendment service ensures dedicated time with our experienced tax professionals. They will meticulously examine your tax situation and guide you through the necessary steps for filing amendments.Experience the assurance of having a dedicated team to assist you in correcting and adjusting your tax filings. Schedule your appointment today with Optimum Financial Services and Optimum Tax to initiate the Amendment process and ensure accuracy in your tax returns.We are committed to guiding you through the amendment process and ensuring accuracy and compliance in your tax filings.
Prior Year Tax Preparation Service
60 min
Prior Year Tax Preparation Services***We do not Offer FREE ESTIMATES for prior year tax preparationWelcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Prior Year Tax Preparation Services cate
Optimum Financial Services
Lexington, 996 E New Circle Rd
Prior Year Tax Preparation Service
Prior Year Tax Preparation Services***We do not Offer FREE ESTIMATES for prior year tax preparationWelcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Prior Year Tax Preparation Services category is specifically designed to cater to the essential tax needs for previous years.At Optimum Financial Services, we understand the importance of addressing prior year tax obligations and ensuring accuracy and compliance. Our commitment extends to providing comprehensive support for:Thorough Prior Year Tax Preparation:Assisting with tax preparation for previous yearsAmendments, filings, and compliance support for prior year taxesResolving tax issues and addressing any outstanding prior year tax concernsOur experienced tax professionals possess the expertise needed to navigate the complexities of prior year tax preparation. We meticulously review documents and information pertinent to past tax years, aiming for accuracy while striving to maximize eligible credits and deductions within legal guidelines.Booking an appointment within the Prior Year Tax Preparation Services category guarantees dedicated time with our seasoned tax professionals. They are committed to providing tailored attention and expertise in managing your prior year tax affairs, ensuring thoroughness and compliance.Experience the assurance of working with a trusted partner dedicated to resolving and managing your prior year tax obligations effectively. Schedule your appointment today with Optimum Financial Services and Optimum Tax to secure expert assistance with your prior year tax preparation needs.We are committed to guiding you through every step of addressing your prior year tax requirements.
Business Staff Payroll Services (Weekly, Biweekly or Monthly)
60 min
Effortless Payroll Management: Tailored to Your ScheduleWelcome to Optimum Financial Services, your partner in hassle-free payroll management. Our Business Staff Payroll Services adapt to your preferred weekly, biweekly, or monthly schedule, ensuring
Optimum Financial Services
Lexington, 996 E New Circle Rd
Business Staff Payroll Services (Weekly, Biweekly or Monthly)
Effortless Payroll Management: Tailored to Your ScheduleWelcome to Optimum Financial Services, your partner in hassle-free payroll management. Our Business Staff Payroll Services adapt to your preferred weekly, biweekly, or monthly schedule, ensuring seamless payments while handling all quarterly and annual payroll tax filing requirements.Service Features:Customized payroll services aligned with your chosen frequencyStreamlined payroll management tailored to suit your business needsReliable support ensuring accurate and timely staff paymentsHandling of all quarterly and annual payroll tax filing requirementsExperience seamless payroll management tailored to your schedule. Whether it's weekly, biweekly, or monthly, our services cater to your business's specific payroll needs while ensuring compliance with all payroll tax filing obligations throughout the year.Ensure timely staff payments and compliance with payroll tax filings without the hassle. Schedule your Business Staff Payroll Services today at Optimum Financial Services.We are committed to simplifying your payroll processes according to your chosen frequency while managing all payroll tax filing requirements.
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Service type: Financial planning, Loan consultation and Wealth management
Job Interview
30 min
**Join Our Team at Optimal Financial Services & Optimum Tax** At **Optimal Financial Services** and **Optimum Tax**, we take pride in our nearly decade-long commitment to providing exceptional tax, accounting, financial planning, and small busin
Optimum Financial Services
Lexington, 996 E New Circle Rd
Job Interview
**Join Our Team at Optimal Financial Services & Optimum Tax**
At **Optimal Financial Services** and **Optimum Tax**, we take pride in our nearly decade-long commitment to providing exceptional tax, accounting, financial planning, and small business services to our valued clients. As we continue to expand, we are actively seeking reliable and experienced individuals to join our dynamic team in a variety of roles. We believe in fostering an environment where talent thrives, and we are excited to invite candidates who are passionate about making a difference in the financial services industry.
**Position Overview:**
We currently have openings for the following positions:
- **Tax Professionals**
- **Front Desk Customer Service**
- **Human Resource Manager**
- **Marketing Assistance**
- **Compliance Team**
The ideal candidates will have a proven track record of thriving in fast-paced office environments. You should possess the ability to multitask efficiently while maintaining a keen attention to detail. If you're looking for a career where you can contribute to a growing company and support clients with their diverse financial needs, we encourage you to apply.
**Key Responsibilities:**
- **Tax Professionals:**
Utilize your expertise to assist clients with tax preparation, planning, and compliance matters. Guide clients through complex tax issues, ensuring they receive accurate and timely advice.
- **Front Desk Customer Service:**
Serve as the first point of contact for clients and visitors, ensuring exceptional client experiences and smooth office operations. Manage appointments, handle inquiries, and create a welcoming atmosphere.
- **Human Resource Manager:**
Oversee employee relations, benefits, recruitment, and organizational development. Play a key role in fostering a positive company culture and ensuring the team’s needs are met.
- **Marketing Assistance:**
Support marketing efforts by assisting in creating promotional materials, managing social media platforms, and helping to build brand awareness. You’ll help drive our company’s marketing strategy to reach a wider audience.
- **Compliance Team:**
Ensure our firm adheres to all relevant laws and regulations. Assist with audits, documentation, and ensuring our operations comply with industry standards and guidelines.
**Qualifications:**
- Previous experience in a similar role within the financial, accounting, or tax industry is highly preferred.
- Demonstrated ability to manage multiple tasks and responsibilities in a fast-paced office setting.
- Strong interpersonal skills and a commitment to delivering outstanding client service.
- Knowledge of tax, accounting, compliance principles, or human resources is advantageous.
- A proactive, detail-oriented mindset and the ability to work collaboratively within a team.
**Joining Our Team:**
As part of our team, you’ll play a pivotal role in assisting our clients with their diverse financial needs, contributing to their success and financial well-being. We pride ourselves on fostering a **collaborative and supportive work environment**, offering opportunities for **professional growth** and **development**. Whether you’re joining our tax, HR, compliance, or marketing teams, you'll have the opportunity to make an impact from day one.
At **Optimal Financial Services** and **Optimum Tax**, we value **dedication**, **innovation**, and a **commitment to excellence**. If you're ready for a challenging yet rewarding opportunity where you can make a real difference in the financial services industry, we encourage you to apply and become a valuable part of our team.
**How to Apply:**
To schedule your interview, please choose a time that works for you**. We look forward to reviewing your application and potentially welcoming you aboard.
**Optimal Financial Services & Optimum Tax**
Where your expertise and dedication help shape the future of financial success.
Secure Business Capital & Business Grants Consultation
120 min
Strategic Business Capital Building & Grant Procurement ConsultationWelcome to Optimum Financial Services, where we not only offer expert guidance but also actionable tips for swift business capital building. Our consultation service is designed
Optimum Financial Services
Lexington, 996 E New Circle Rd
Secure Business Capital & Business Grants Consultation
Strategic Business Capital Building & Grant Procurement ConsultationWelcome to Optimum Financial Services, where we not only offer expert guidance but also actionable tips for swift business capital building. Our consultation service is designed to equip you with the knowledge and support necessary to expedite business credit growth and secure valuable grants.Top Tips for Accelerated Business Credit Building:Choose the Right Business Structure: Selecting the appropriate business structure sets the foundation. Ensure it aligns with your goals and supports your credit-building endeavors.Obtain Federal Tax ID (EIN) & DUNS Number: These identifiers are pivotal. They distinguish your business and are crucial for credit establishment.Open a Dedicated Business Bank Account: Separating personal and business finances is vital. A dedicated business account reflects stability to creditors.Establish Relationships with Reporting Vendors/Suppliers: Partner with vendors or suppliers who report to business agencies. Consistent, positive interactions with these entities build credit swiftly.Monitor Your Business Reports: Regularly reviewing reports helps track progress and identify areas for improvement.Our Offer: Building 6 Figures in Business Capital & Grants in 6-12 MonthsWe specialize in facilitating substantial business capital and grant acquisitions within a 6-12 month timeframe. Our service, tailored to your small business needs, offers a monthly fee structure determined during the initial consultation.Connect with Us: Schedule a consultation at Optimum Financial Services today to access invaluable guidance, coupled with actionable tips, aimed at rapidly building your business capital and securing essential grants.Empower your business through strategic funding enhancement and capitalize on grant opportunities for exponential growth and success.
Strategic Tax Planning Consultation (No Business)
60 min
Strategic Tax Planning Consultation (No Business)Welcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Strategic Tax Planning Consultation service is tailored to assist individuals with comprehensive
Optimum Financial Services
Lexington, 996 E New Circle Rd
Strategic Tax Planning Consultation (No Business)
Strategic Tax Planning Consultation (No Business)Welcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Strategic Tax Planning Consultation service is tailored to assist individuals with comprehensive tax planning strategies, excluding business-related taxes.At Optimum Financial Services, we understand the importance of strategic tax planning in managing individual tax obligations effectively. Our commitment extends to providing tailored guidance and strategies to optimize your personal tax situation.Service Overview:Personalized consultation focusing solely on individual tax planning needsThorough review of your tax situation, deductions, and potential tax-saving opportunitiesTailored tax planning strategies to optimize your individual tax situationPlease note: To initiate the Strategic Tax Planning Consultation, a nonrefundable deposit is required. This deposit covers the comprehensive consultation session dedicated to strategizing your individual tax planning needs.Our goal during this consultation is to provide insights into potential tax-saving opportunities and offer strategic guidance on optimizing your personal taxes. This deposit does not cover the implementation of the tax strategies discussed, as that would be a separate service.Booking an appointment for the Strategic Tax Planning Consultation ensures dedicated time with our seasoned tax professionals. They will review your tax situation meticulously and provide personalized strategies to maximize your tax benefits.Experience the assurance of having a dedicated team assist you in planning and optimizing your individual tax situation. Take the proactive step today by scheduling your Strategic Tax Planning Consultation with Optimum Financial Services and Optimum Tax to gain clarity and confidence in managing your taxes more efficiently.We are committed to guiding you through strategic tax planning to maximize your individual tax benefits, empowering you to make informed financial decisions.
Quarterly or Year End Tax Filings
60 min
Comprehensive Tax Compliance: Expert Quarterly or Year-End FilingsWelcome to Optimum Financial Services, your comprehensive solution for meticulous tax compliance. Our Quarterly or Year-End Tax Filing service ensures thorough and expert handling of y
Optimum Financial Services
Lexington, 996 E New Circle Rd
Quarterly or Year End Tax Filings
Comprehensive Tax Compliance: Expert Quarterly or Year-End FilingsWelcome to Optimum Financial Services, your comprehensive solution for meticulous tax compliance. Our Quarterly or Year-End Tax Filing service ensures thorough and expert handling of your tax obligations, whether on a quarterly basis or annually.Service Features:Tailored Filings: Our service customizes tax filings to suit your business needs, taking into account industry specifics and unique requirements.Accurate Documentation: We meticulously prepare and review all necessary documentation for quarterly or annual filings, ensuring accuracy and adherence to tax regulations.Timely Submissions: We prioritize timely submissions, meeting all deadlines for quarterly tax obligations or year-end filings, avoiding penalties or late fees.Compliance Assurance: With our expertise, we navigate through the complexities of tax laws, ensuring your business remains fully compliant with all regulations.Consultative Approach: We provide consultative support throughout the process, answering your queries and offering guidance on tax planning and optimization strategies.Our team of seasoned tax professionals is dedicated to managing the intricacies of your tax filings, ensuring meticulous accuracy and compliance with every submission.Ensure seamless tax compliance without the burden. Schedule your Quarterly or Year-End Tax Filing service today at Optimum Financial Services.We are committed to delivering comprehensive tax solutions tailored to your business needs, ensuring accuracy, compliance, and peace of mind.
W2 & 1099 Processing for Your Employees
60 min
Seamless Employee Tax Documentation: W2 & 1099 Processing ExpertiseAt Optimum Financial Services, we offer an all-encompassing solution to streamline your employee tax documentation. Our W2 & 1099 Processing Service is designed to ensure accu
Optimum Financial Services
Lexington, 996 E New Circle Rd
W2 & 1099 Processing for Your Employees
Seamless Employee Tax Documentation: W2 & 1099 Processing ExpertiseAt Optimum Financial Services, we offer an all-encompassing solution to streamline your employee tax documentation. Our W2 & 1099 Processing Service is designed to ensure accuracy, compliance, and ease in tax form preparation and distribution for your team.Service Insights:Comprehensive Data Handling: We handle the intricate process of gathering and organizing employee data required for W2s and 1099s, ensuring all information is accurately captured.Customized Preparation: Each tax form is meticulously prepared, tailored to fit your business's specific needs, ensuring completeness and accuracy in line with IRS regulations.Thorough Verification: Our team conducts meticulous reviews and verifications to ensure the accuracy of tax forms before distribution, minimizing errors or discrepancies.Timely Distribution: We prioritize prompt distribution of W2s and 1099s, ensuring that your employees receive their tax documents within the designated time frame.Dedicated Support: Throughout the process, our experts provide ongoing support, addressing queries, and offering guidance to ensure a smooth and stress-free documentation process.Your Employee Tax Compliance Partner: Experience the convenience of precise and hassle-free tax documentation for your employees. Our service is committed to simplifying the intricate process while ensuring accuracy and compliance.Connect with Us: Schedule your W2 & 1099 Processing Service consultation at Optimum Financial Services today to benefit from our expertise in meticulous tax documentation.We are dedicated to simplifying your employee tax documentation processes, ensuring accuracy, compliance, and peace of mind for your team.
Notary
30 min
Personalized Notary Services for You and Your BusinessAt Optimum Financial Services, our Notary services are tailored to meet both personal and business needs, providing reliable and efficient notarization solutions.Comprehensive Notary Support:Docum
Optimum Financial Services
Lexington, 996 E New Circle Rd
Notary
Personalized Notary Services for You and Your BusinessAt Optimum Financial Services, our Notary services are tailored to meet both personal and business needs, providing reliable and efficient notarization solutions.Comprehensive Notary Support:Document Notarization: Whether for personal documents or business contracts, we offer efficient notarization services to validate signatures, affidavits, deeds, and other legal documents.Mobile Notary Option: For added convenience, our mobile notary service brings our expertise to your preferred location, ensuring ease and flexibility in getting documents notarized.Loan and Real Estate Notarization: We specialize in loan signings and real estate transactions, ensuring accurate and timely notarization to facilitate smooth property transactions.Business Notary Services: Our services extend to businesses, providing notarization for corporate documents, contracts, and agreements essential for legal compliance and credibility.Certified Notary Expertise: Rest assured, our certified notaries uphold the highest standards of professionalism and confidentiality, ensuring the legality and authenticity of your documents.Service Flexibility and Convenience:Personalized Approach: We understand the unique needs of our clients, providing personalized notary solutions tailored to individual or business requirements.Flexible Availability: Our notary services are available at your convenience, ensuring timely and efficient handling of your important documents.Connect with Us: Reach out to Optimum Financial Services today for reliable and efficient notary services, personalized to meet your specific personal or business requirements.Experience the ease and assurance of expert notarization services that uphold legal validity and safeguard your interests.
Get Your Business Back In Good Standing
60 min
Restoration Excellence: Elevating Your Business StandingAt Optimum Financial Services, we are dedicated to rejuvenating your business and elevating it to a position of strength. Our Restoration Assistance Service goes beyond just reviving your busine
Optimum Financial Services
Lexington, 996 E New Circle Rd
Get Your Business Back In Good Standing
Restoration Excellence: Elevating Your Business StandingAt Optimum Financial Services, we are dedicated to rejuvenating your business and elevating it to a position of strength. Our Restoration Assistance Service goes beyond just reviving your business; it's about crafting a pathway towards sustained success.Service Breakdown:Comprehensive Evaluation: Our first step involves a thorough assessment of your business's current standing, identifying areas that need attention and improvement.Tailored Strategic Plan: Based on the evaluation, we create a personalized strategic plan that addresses compliance issues, standing concerns, and growth opportunities specific to your business.Focused Guidance: Our experts provide targeted guidance, outlining actionable steps necessary to reinstate and enhance your business's standing effectively.Proactive Compliance Support: We assist in navigating through compliance hurdles, ensuring your business adheres to all necessary regulations, both current and future.Ongoing Support: Our commitment doesn't stop at the initial restoration phase. We offer ongoing support and advisory services to maintain and further improve your business's standing.Your Path to Success: Experience the transformation of your business. Our Restoration Assistance Service is your key to rediscovering a thriving and resilient business.Partner with Us: Schedule a consultation with Optimum Financial Services today and embark on a journey toward restoring and elevating your business to new heights.We are dedicated to revitalizing your business's standing, providing comprehensive guidance and actionable strategies that ensure long-term success.
Accounting and Bookkeeping (30 Minute Discovery Call)
30 min
Discover Your Accounting & Bookkeeping Needs in 30 MinutesJoin Optimum Financial Services for a tailored 30-minute Discovery Call focusing on your accounting and bookkeeping requirements.Service Highlights:Personalized consultation to uncover you
Optimum Financial Services
Lexington, 996 E New Circle Rd
Accounting and Bookkeeping (30 Minute Discovery Call)
Discover Your Accounting & Bookkeeping Needs in 30 MinutesJoin Optimum Financial Services for a tailored 30-minute Discovery Call focusing on your accounting and bookkeeping requirements.Service Highlights:Personalized consultation to uncover your accounting needsInsightful discussion to understand your bookkeeping requirementsTailored guidance for efficient and effective accounting solutionsDuring this Discovery Call, we dive into your accounting and bookkeeping landscape, providing personalized insights and guidance in just 30 minutes.Book your 30-minute Discovery Call today with Optimum Financial Services, your partner in understanding and addressing your accounting and bookkeeping necessities.We are committed to offering personalized solutions aligned with your financial needs.
Monthly Bookkeeping Business Growth Consultation
120 min
Monthly Bookkeeping Business Growth ConsultationWelcome to Optimum Financial Services, where monthly bookkeeping meets business growth. Our Consultation Service is tailored to leverage monthly bookkeeping for the growth of your business.Service Focus
Optimum Financial Services
Lexington, 996 E New Circle Rd
Monthly Bookkeeping Business Growth Consultation
Monthly Bookkeeping Business Growth ConsultationWelcome to Optimum Financial Services, where monthly bookkeeping meets business growth. Our Consultation Service is tailored to leverage monthly bookkeeping for the growth of your business.Service Focus:Monthly consultations linking bookkeeping with business growthTailored strategies aligning bookkeeping practices with business expansionInsights and recommendations for leveraging financial data to drive growthJoin us for a monthly consultation dedicated to harnessing the power of your bookkeeping data for business expansion. Our experts will provide strategic insights and recommendations, ensuring your bookkeeping practices align with your business growth objectives.Experience the transformative potential of strategic bookkeeping insights. Schedule your Monthly Bookkeeping Business Growth Consultation today at Optimum Financial Services.We are committed to empowering your business growth through strategic bookkeeping consultations.
Quarterly Bookkeeping Business Growth Consultation
60 min
Unlock Business Potential: Quarterly Bookkeeping Growth SessionsWelcome to Optimum Financial Services, where quarterly bookkeeping fuels business advancement. Our Quarterly Bookkeeping Growth Sessions intertwine financial insights with business prosp
Optimum Financial Services
Lexington, 996 E New Circle Rd
Quarterly Bookkeeping Business Growth Consultation
Unlock Business Potential: Quarterly Bookkeeping Growth SessionsWelcome to Optimum Financial Services, where quarterly bookkeeping fuels business advancement. Our Quarterly Bookkeeping Growth Sessions intertwine financial insights with business prosperity.Service Highlights:Tailored quarterly consultations bridging bookkeeping with business growthStrategic alignment of bookkeeping practices with business expansionActionable insights leveraging financial data for amplified growthJoin us for quarterly sessions dedicated to harnessing the power of bookkeeping for business progress. Our experts provide actionable strategies, ensuring your financial practices drive your business toward growth.Discover the transformative power of strategic financial insights. Secure your Quarterly Bookkeeping Growth Session today at Optimum Financial Services.We are committed to propelling your business forward through strategic financial consultations.
Sales Tax Filings & Assist with Jeopardy Bill form Filing Needs (with the State)
60 min
Streamlined Sales Tax Filings: Resolving State Jeopardy BillsWelcome to Optimum Financial Services, your partner in seamless sales tax compliance and addressing state jeopardy bills. Our service specializes in efficient sales tax filings while assist
Optimum Financial Services
Lexington, 996 E New Circle Rd
Sales Tax Filings & Assist with Jeopardy Bill form Filing Needs (with the State)
Streamlined Sales Tax Filings: Resolving State Jeopardy BillsWelcome to Optimum Financial Services, your partner in seamless sales tax compliance and addressing state jeopardy bills. Our service specializes in efficient sales tax filings while assisting with resolving jeopardy bills from state filings.Service Highlights:Sales Tax Compliance: We ensure accurate and timely sales tax filings, minimizing errors and ensuring compliance with state regulations.Jeopardy Bill Resolution: In case of jeopardy bills arising from state filings, we provide expert assistance in resolving these urgent matters swiftly and effectively.Strategic Guidance: Our experts offer strategic guidance on navigating state tax requirements, minimizing the risk of jeopardy bills in the future.Timely Support: We prioritize timely support to address jeopardy bills, minimizing potential penalties or disruptions to your business operations.Your Compliance Partner: Experience seamless sales tax compliance with our expert guidance. Our service not only focuses on accurate filings but also offers vital support in addressing jeopardy bills from state filings.Partner with Us: Schedule a consultation at Optimum Financial Services today to ensure streamlined sales tax filings and expert assistance in resolving state jeopardy bills.We are committed to safeguarding your business from jeopardy bills through meticulous compliance and strategic support.
Form 725 Preparation & Filing (State)
60 min
Form 725 Mastery: State Filing ExpertiseWelcome to Optimum Financial Services, your partner in expertly preparing and filing Form 725 with state authorities. Our service specializes in ensuring accuracy and compliance in handling Form 725 submissions
Optimum Financial Services
Lexington, 996 E New Circle Rd
Form 725 Preparation & Filing (State)
Form 725 Mastery: State Filing ExpertiseWelcome to Optimum Financial Services, your partner in expertly preparing and filing Form 725 with state authorities. Our service specializes in ensuring accuracy and compliance in handling Form 725 submissions.Service Insights:Thorough Preparation: We meticulously prepare Form 725, ensuring all necessary information is accurately compiled and presented for filing with state authorities.Compliance Assurance: Our experts ensure compliance with state regulations, minimizing errors and discrepancies in Form 725 submissions.Timely Filing: We prioritize timely submissions, meeting all deadlines for Form 725 filings to avoid penalties or delays.Expert Guidance: We provide expert guidance throughout the preparation and filing process, offering support and addressing queries related to Form 725 requirements.Your Filing Partner: Experience precision in Form 725 preparation and filing with our specialized expertise. Our service is dedicated to accurate submissions and ensuring compliance with state regulations.Connect with Us: Schedule a consultation at Optimum Financial Services today to streamline your Form 725 filings and benefit from our expert guidance.We are committed to ensuring accurate and compliant Form 725 submissions, providing expertise and support throughout the filing process.
Strategic Tax Planning Consultation (For Your Business)
120 min
Elevate Your Business: Strategic Tax Planning ConsultationWelcome to Optimum Financial Services, where strategic tax planning becomes a catalyst for your business's success. Our service specializes in providing tailored consultations focused on optim
Optimum Financial Services
Lexington, 996 E New Circle Rd
Strategic Tax Planning Consultation (For Your Business)
Elevate Your Business: Strategic Tax Planning ConsultationWelcome to Optimum Financial Services, where strategic tax planning becomes a catalyst for your business's success. Our service specializes in providing tailored consultations focused on optimizing tax strategies for your business.Service Highlights:Tailored Tax Analysis: We conduct a comprehensive analysis of your business's financial landscape, identifying tax-saving opportunities tailored to your specific industry and needs.Customized Strategies: Based on the analysis, we craft personalized tax strategies designed to minimize liabilities and maximize deductions, ensuring optimal tax efficiency for your business.Long-Term Planning: Our consultations encompass not just immediate tax concerns but also long-term planning, offering insights into sustained tax-saving opportunities for future financial growth.Expert Guidance: Our seasoned professionals offer expert guidance throughout the consultation, answering queries and providing proactive advice on tax planning strategies.Your Tax Optimization Partner: Experience the power of strategic tax planning tailored to your business. Our service is dedicated to providing innovative tax solutions for your financial success.Connect with Us: Schedule a consultation at Optimum Financial Services today to embark on a strategic tax planning journey that optimizes your business's financial potential.We are committed to delivering customized tax strategies, providing expertise and support to maximize your business's tax efficiency.
Tax Preparation "No" Money Bag Cash Advance - (No Business Taxes)
60 min
Tax Preparation 'No' Money Bag Cash Advance - (No Business Taxes)***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, also known as Optimum Tax, and previously recognized as Quality Tax. Our
Optimum Financial Services
Lexington, 996 E New Circle Rd
Tax Preparation "No" Money Bag Cash Advance - (No Business Taxes)
Tax Preparation 'No' Money Bag Cash Advance - (No Business Taxes)***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, also known as Optimum Tax, and previously recognized as Quality Tax. Our Tax Preparation 'No' Money Bag Cash Advance category is meticulously designed to cater specifically to individuals, families, and personal tax needs without business taxes.At Optimum Financial Services, we specialize in delivering comprehensive tax preparation services focused solely on individual and family tax requirements. Our commitment extends to assisting you with:Thorough Tax Preparation:Current and prior year tax preparationAmendments and filing supportTax resolution needs and guidanceExtensions and strategic tax planningOur experienced tax professionals work diligently to ensure accuracy and precision in preparing your taxes while aiming to maximize your eligible credits and deductions within the legal parameters.Exclusively Personal Finance:
Unlike our other services, this category exclusively concentrates on personal tax needs, excluding any business-related tax requirements. This dedicated focus allows us to tailor our services specifically to individuals and families, ensuring thorough and attentive tax preparation without the complexities of business taxes.Booking an appointment within the Tax Preparation 'No' Money Bag Cash Advance category ensures dedicated time with our seasoned tax professionals, providing you with personalized attention and expertise in managing your personal tax affairs.Experience the assurance of working with a trusted partner dedicated to simplifying and optimizing your personal tax situation. Schedule your appointment today with Optimum Financial Services and Optimum Tax to secure expert assistance with your individual and family tax preparation needs.We are committed to guiding you through every step of your personal tax journey.
Tax Preparation "No" Money Bag Cash Advance - (With Business Taxes)
60 min
Business and Personal Tax Preparation Services***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Business and Personal Tax
Optimum Financial Services
Lexington, 996 E New Circle Rd
Tax Preparation "No" Money Bag Cash Advance - (With Business Taxes)
Business and Personal Tax Preparation Services***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, operating as Optimum Tax and previously known as Quality Tax. Our Business and Personal Tax Preparation Services are meticulously crafted to cater to the diverse needs of individuals, families, and businesses.At Optimum Financial Services, we specialize in comprehensive tax preparation services covering both personal and business tax requirements. Our commitment extends to assisting you with:Thorough Tax Preparation:Current and prior year tax preparation for both personal and business taxesAmendments, filing support, and tax resolution needsExtensions and strategic tax planning for individuals and businessesOur experienced tax professionals diligently navigate the intricacies of both personal and business tax structures, ensuring accuracy and compliance while striving to maximize your eligible credits and deductions within the legal framework.Tailored Support for Business Taxes:
For clients with business tax needs, our services encompass a wide array of support, including:Business tax preparation and filingEntity selection advice and structuring supportCompliance guidance and strategic tax planning specific to your businessBooking an appointment within the Business and Personal Tax Preparation Services category ensures dedicated time with our seasoned tax professionals, offering personalized attention and expertise in managing both personal and business tax affairs.Experience the assurance of working with a trusted partner dedicated to optimizing your tax situation, whether personal or business-related. Schedule your appointment today with Optimum Financial Services and Optimum Tax to secure expert assistance with your comprehensive tax preparation needs.We are committed to guiding you through every facet of your tax journey, both personally and for your business.
Money Bag Cash Advance - (With Business Taxes)
60 min
Money Bag Cash Advance - (With Business Taxes)***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Tax Preparation 'WIT
Optimum Financial Services
Lexington, 996 E New Circle Rd
Money Bag Cash Advance - (With Business Taxes)
Money Bag Cash Advance - (With Business Taxes)***We No Longer Offer FREE ESTIMATES TO NEW CLIENTS ONLY TO LOYAL CLIENTSWelcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Tax Preparation 'WITH' Money Bag Cash Advance category is expertly designed to address both personal and business tax needs while offering the added benefit of a cash advance.At Optimum Financial Services, we specialize in comprehensive tax preparation services covering both personal and business tax requirements. Our commitment extends to providing thorough support for:Complete Tax Preparation:Expert assistance with current and prior year personal and business tax preparationAmendments, filings, and tax resolution support for both personal and business taxesStrategic tax planning, extensions, and compliance guidance tailored to individual and business financesIn addition to our comprehensive tax preparation services, we offer the convenience of a Money Bag Cash Advance. This service is specifically designed to provide swift financial assistance for immediate needs, catering to both personal and business financial requirements.Booking an appointment within the Tax Preparation 'WITH' Money Bag Cash Advance category ensures dedicated time with our seasoned tax professionals. They offer personalized attention and expertise in managing both personal and business tax affairs while exploring the possibility of availing a cash advance to meet financial needs.Experience the efficiency of addressing your combined personal and business tax obligations while having access to immediate financial assistance when required. Schedule your appointment today with Optimum Financial Services and Optimum Tax to secure expert assistance with your comprehensive tax preparation needs, coupled with the option of a Money Bag Cash Advance.We are committed to guiding you through every step of your combined personal and business tax journey while offering financial support tailored to your needs.
Tax Problem Resolution - Address IRS or State Issue (Must Complete A Tax Problem Review Consultation First)
60 min
Tax Problem Resolution - Address IRS or State Issue (Must Complete A Tax Problem Review Consultation First)Welcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Tax Problem Resolution service i
Optimum Financial Services
Lexington, 996 E New Circle Rd
Tax Problem Resolution - Address IRS or State Issue (Must Complete A Tax Problem Review Consultation First)
Tax Problem Resolution - Address IRS or State Issue (Must Complete A Tax Problem Review Consultation First)Welcome to Optimum Financial Services, also known as Optimum Tax and previously recognized as Quality Tax. Our Tax Problem Resolution service is dedicated to assisting you in addressing IRS or State tax issues effectively.At Optimum Financial Services, we understand the urgency and complexity of IRS or State tax matters. Our commitment extends to providing comprehensive assistance in resolving these issues after an initial Tax Problem Review Consultation.Service Overview:Comprehensive review of IRS or State tax issues during a Tax Problem Review ConsultationAssessment of the tax problem's scope, implications, and potential resolution strategiesSubsequent steps toward addressing the IRS or State issue after the consultationPlease note: Before initiating the Tax Problem Resolution - Address IRS or State Issue service, a nonrefundable deposit is required for the initial Tax Problem Review Consultation. This deposit covers the comprehensive assessment during the consultation session.After completing the Tax Problem Review Consultation, a separate fee will be discussed for the Tax Problem Resolution service, addressing the IRS or State issue.Booking an appointment for the Tax Problem Review Consultation ensures dedicated time with our experienced tax professionals. They will thoroughly examine your tax issue, provide insights into its implications, and outline potential strategies for resolution.Experience the assurance of having a dedicated team guide you through resolving your tax concerns. Schedule your appointment today with Optimum Financial Services and Optimum Tax to begin the initial Tax Problem Review Consultation and take the first step toward resolving your IRS or State tax issue.We are committed to guiding you through the initial consultation and subsequent resolution steps for your tax matters.
Business Dissolution Service
60 min
Comprehensive Business Dissolution ServicesExperience a seamless and stress-free business dissolution process with our comprehensive suite of services. We specialize in guiding you through every step of closing your business, meticulously handling le
Optimum Financial Services
Lexington, 996 E New Circle Rd
Business Dissolution Service
Comprehensive Business Dissolution ServicesExperience a seamless and stress-free business dissolution process with our comprehensive suite of services. We specialize in guiding you through every step of closing your business, meticulously handling legal, financial, and administrative tasks.Our tailored approach begins with a thorough evaluation of your business structure and obligations, allowing us to craft a personalized dissolution strategy that suits your unique needs. From meticulous planning to execution, we handle all aspects of the dissolution process, ensuring absolute compliance with regulatory requirements.Count on us for expert documentation preparation, navigating the complexities of legal compliance, and expertly managing tax implications. Our seasoned accountants optimize tax strategies, minimizing liabilities and maximizing benefits while ensuring adherence to IRS requirements.But our support doesn't end at dissolution. We offer post-dissolution guidance, helping you tie up loose ends and offering recommendations for future financial planning.With our commitment to detail, expertise, and personalized approach, entrust us to properly dissolve your business, allowing you to transition smoothly to your next venture.
Business Setup Solutions: Be Structured For Success
60 min
Unlock Peace of Mind with Optimum Financial Services' Complete Business Registration Solutions!At Optimum Financial Services, we understand the maze of responsibilities small business owners face when setting up or maintaining their LLC. Let us be yo
Optimum Financial Services
Lexington, 996 E New Circle Rd
Business Setup Solutions: Be Structured For Success
Unlock Peace of Mind with Optimum Financial Services' Complete Business Registration Solutions!At Optimum Financial Services, we understand the maze of responsibilities small business owners face when setting up or maintaining their LLC. Let us be your partner in success by handling all the intricate steps required for your business registration, whether you're launching a new venture or refining an existing one.Our comprehensive service includes:Name Selection and Availability Check:
We'll guide you in choosing a unique, compliant name and ensure its availability through thorough checks.Registered Agent Appointment:
Designation of a registered agent to receive critical documents on behalf of your LLC, ensuring legal compliance.Seamless Articles of Organization Filing:
We handle the meticulous preparation and filing of the Articles of Organization, saving you time and ensuring accuracy.Tailored Operating Agreement Drafting:
Crafting a clear operating agreement that defines ownership, management structures, and operational guidelines.Effortless EIN Acquisition:
Streamlining the process of obtaining an Employer Identification Number (EIN) from the IRS for your business.Local License and Permit Procurement:
Researching and acquiring necessary local business licenses and permits, ensuring compliance with regional regulations.Full Compliance with State Requirements:
Guiding you through fulfilling state-specific obligations, including filing reports and meeting annual requirements.Meticulous Record-Keeping Guidance:
Offering insights and structures for maintaining organized records of essential business documents.By entrusting Optimum Financial Services with your LLC setup or maintenance, you gain more than a service—you gain peace of mind. Let our expertise navigate the complexities, ensuring your business is legally sound and ready for success.Partner with us and focus on what you do best—growing your business. We'll take care of the rest, ensuring a seamless and compliant business setup or maintenance process from start to finish.
S- Corp Formation Services
60 min
Unlock the Benefits of an S-Corporation for you business with Optimum Financial Services!Wondering if transitioning to an S-Corporation is the right move for your business? Don’t stress about complex IRS forms or misinformation. At Optimum Financial
Optimum Financial Services
Lexington, 996 E New Circle Rd
S- Corp Formation Services
Unlock the Benefits of an S-Corporation for you business with Optimum Financial Services!Wondering if transitioning to an S-Corporation is the right move for your business? Don’t stress about complex IRS forms or misinformation. At Optimum Financial Services, we're here to simplify the process and guide you through forming an S-Corporation while keeping you compliant with all federal and state regulations.What is an S-Corporation?
An S-Corporation, short for "Subchapter S-Corporation," is a business entity that passes corporate income, losses, deductions, and credits to its shareholders for tax purposes.Advantages of an S-Corporation:Tax Benefits: As an S-Corp, you avoid paying federal income taxes at the corporate level, reducing the risk of double taxation.Attract Investors: Offer shares of stock to investors, attracting capital for business growth.Personal Liability Protection: Shield officers, directors, and shareholders from personal liability for business debts.Lower Taxation on Business Sale: Pay fewer taxes when selling an S-Corporation compared to a C-Corporation.How Can Optimum Financial Services Help?
We've assisted numerous business owners nationwide in achieving S-Corporation status. Let us help you too!Our Services:S-Corporation Formation Only – Platinum Package (Package A):Expert ConsultationS-Corporation Election Form CompletionComprehensive Payroll SetupDetailed Compensation ReportAccountable Plan CreationIRS Compliance CalendarPost-Formation ConsultationS-Corporation Formation Plus LLC Formation – Premier Platinum Package (Package B): Unlock the Benefits of an S-Corporation with Optimum Financial Services!Wondering if transitioning to an S-Corporation is the right move for your business? Don’t stress about complex IRS forms or misinformation. At Optimum Financial Services, we're here to simplify the process and guide you through forming an S-Corporation while keeping you compliant with all federal and state regulations.What is an S-Corporation?
An S-Corporation, short for "Subchapter S-Corporation," is a business entity that passes corporate income, losses, deductions, and credits to its shareholders for tax purposes.Advantages of an S-Corporation:Tax Benefits: As an S-Corp, you avoid paying federal income taxes at the corporate level, reducing the risk of double taxation.Attract Investors: Offer shares of stock to investors, attracting capital for business growth.Personal Liability Protection: Shield officers, directors, and shareholders from personal liability for business debts.Lower Taxation on Business Sale: Pay fewer taxes when selling an S-Corporation compared to a C-Corporation.How Can Optimum Financial Services Help?
We've assisted numerous business owners nationwide in achieving S-Corporation status. Let us help you too!Our Services:S-Corporation Formation Only – Premier Package:Expert ConsultationS-Corporation Election Form CompletionComprehensive Payroll SetupDetailed Compensation ReportAccountable Plan Creation
BOI Reporting Filing Services
60 min
Our BOI (Benefit of Investment) Reporting Filing Service is designed to simplify the submission of your investment-related filings to the relevant regulatory authorities. This service ensures that your filings are accurate, timely, and fully complian
Optimum Financial Services
Lexington, 996 E New Circle Rd
BOI Reporting Filing Services
Our BOI (Benefit of Investment) Reporting Filing Service is designed to simplify the submission of your investment-related filings to the relevant regulatory authorities. This service ensures that your filings are accurate, timely, and fully compliant with local regulations, protecting your business from costly penalties.Key Features:Accurate & Timely Filing: We handle the preparation and submission of all BOI reports, ensuring they meet all regulatory requirements and are filed on time.Compliance Assurance: Our expert team stays up-to-date with the latest changes in laws and regulations, ensuring your filings remain compliant with all relevant authorities.Customizable Filing Solutions: Tailored services to fit your specific business needs, investment structures, and filing frequencies (quarterly, annual, or ad-hoc filings).Secure & Confidential: Your sensitive financial data is managed securely, with all filings processed through encrypted channels to maintain confidentiality.Simplified Process: We handle the paperwork, so you don’t have to worry about navigating complex regulations or maintaining a filing schedule.Automated Notifications: Receive timely reminders and updates on filing deadlines and regulatory changes, ensuring you never miss a filing.Required Filing Deadline:
The BOI report must be filed annually, and the deadline for submission is within 30 days after the close of your fiscal year. Failure to submit your BOI report by this deadline can result in significant penalties.Risk of Non-Compliance:
If your BOI report is not filed by the required deadline, the regulatory authorities may impose a $500 penalty for each missed or late filing. This penalty can accumulate quickly, negatively impacting your business’s financial standing. Our service helps you avoid this risk by ensuring that your filings are completed accurately and on time, every time.Benefits:Avoid Penalties: Prevent the $500 fine for late filings by letting us handle your BOI submissions promptly.Reduce Compliance Risks: Stay compliant with government regulations and avoid costly penalties with our professional filing services.Save Time & Effort: No need to dedicate internal resources to manage the reporting process—our team takes care of it for you.Peace of Mind: Rely on experienced professionals who understand the intricacies of BOI reporting and filing requirements.Accurate Documentation: Ensure that your filings are precise, error-free, and ready for audit at any time.Efficient Scheduling: Set up recurring filing schedules and have peace of mind that your reports will be handled automatically.How It Works:Consultation: We’ll review your investment and reporting needs to tailor a filing schedule and approach specific to your business.Preparation: Our team gathers and compiles all necessary financial data and supporting documents.Filing Submission: We file the completed BOI report with the appropriate regulatory bodies, ensuring all deadlines are met.Confirmation & Updates: You’ll receive confirmation of successful submission and any follow-up reminders or changes to regulations.Get Started:Let us take the burden of BOI reporting off your plate and help you avoid costly penalties. Contact us today to schedule your first filing or learn more about how we can support your business with professional BOI Reporting Filing Services. Ensure compliance and avoid the $500 late fee with expert assistance tailored to your needs.
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