Mortgage Protection, Final Expense, Retirement and Income Planning.

Our Accounting & Bookkeeping Service is designed to provide comprehensive financial management solutions for businesses. With our expertise in accounting and bookkeeping, we ensure accurate record-keeping, timely financial reporting, and adherence to regulatory requirements. Our service is flexible, accommodating on-site, mobile, and virtual appointments to meet the unique needs of our clients. By entrusting your accounting and bookkeeping tasks to us, you can focus on growing your business knowing that your finances are in capable hands.

$199-THIS SERVICE HAS BEEN DESIGNED FOR PAST CLIENTS WHO WANT TO RESTART THE PROGRAM. TO QUALIFY YOU MUST BE A PAST CLIENT. *PLEASE CALL THE OFFICE IF YOU NEED ANY CLARITY ON THIS SERVICE.

Book your first FREE 20 min Financial coaching session with Iyesha J!  We will tailor your first free session to assist you with the following:

- Defining your current financial goals (savings, investing, debt pay-down, etc) and getting a clear picture for what you hope to achieve as far as personal finances go

- We will discuss Budgeting Strategies to help you meet set SMART (Specific, Measureable, Attainable, Realistic , Timely) goals over a planned time frame

-Action steps that you can follow immediately upon ending your first session.

This session is tailored for individuals who have completed their first Free 20 min Session with Iyesha J. This session is for clients who are ready to take control of their personal finances and need a more personalized structure tailored specifically to them and their financial situation. This session is highly recommend for individuals who need assistance with the following:

Paying off  student loans or credit cardsBuilding up savings and/or a solid Emergency fund (6-12 months of expenses)Building better spending habits overallGetting out of the cycle of living paycheck to paycheck 

 These sessions will occur over an agreed upon time frame for which you will gain the following :

Personalized budgeting strategy created specifically for YOU in order to assist you in meeting your defined financial goalsBi-weekly 1 on 1 coaching calls with Iyesha J Month to month financial breakdowns, ratios and in-depth analysis of personal spending, debt, and savings.Money behavior and mindset transformationIncreased Awareness of basic financial concepts, and pro tips to help you build a solid financial foundation.

Effortless Payroll Management: Tailored to Your Schedule

Welcome 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 requirements

Experience 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.

Comprehensive Business Development Consultation

Welcome 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.

A “Four Point Inspection” focuses only on four main areas of interest in a home: HVAC (Heating, Ventilation and Air Conditioning) Electrical wiring and panels. Plumbing connections and fixtures.

 4 Point Inspections Certified by a Licensed Professional Specialist Did you know that by conducting 4 point inspections can save you money on your home owners policy? Ask your insurance agent about this. We offer discounts on those inspections if conducted at the time of the initial inspection.

What is a Wind Mitigation Inspection: During a wind mitigation inspection, a certified inspector reports on the key features that may decrease the amount of damage your home suffers during a hurricane or strong windstorm. Did you know that by conducting Wind Mitigation can save you money on your home owners policy? Ask your insurance agent about this. We offer discounts on those inspections if conducted at the time of the initial inspection.

Premium Economy is somewhere between Economy and Business Class., it's Premium!  Set an appointment for your complimentary initial consultation.  This lets us understand your unique travel style and preferences.  During this initial consultation, your Travel Advisor will advise what professional fees would apply and the amount.  You decide if you want to move forward.  Please see The Way We Work for more details.

If you are new to MGA Travel, please complete this intake form.  Your initial consultation is free. Thank you!

For Example: group trips with Seasons, Lakeside, Prince Creek, Grande Dunes, Cresswind, Linksbrook, Tuscany, etc...or you want to create a new travel club or group trip for your neighborhood!

You want to join or discuss one of our Shag Cruises (state dance of SC), SOS at Sea cruises, or Winter Heart Group Cruises!

NIF Services - Tax Identification number  (Número de Identificação Fiscal).

This is crucial for various purposes such as opening a bank account, subscribing to a phone line, acquiring health insurance, and finding work. With just two required documents - a citizen card or passport, and proof of address in English - we streamline the process and ensure a hassle-free experience. Contact us today to simplify your NIF issuance process.

Service will be paid to service provider

הסדרת התשלום עבור השירות והפגישה מול נותן השירות.

Service will be paid to service provider

הסדרת התשלום עבור השירות והפגישה מול נותן השירות.

Comprehensive individual tax return + investment property, additional properties are an extra $85.00 per property.

Comprehensive individual tax return + investment property for two or more with, additional properties are an extra $85.00 per property.

Suited to Subcontractors, Family, Small business partnership with no financial statements.