Optimum Financial Services

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Contatos

qualitytaxlex.simplybook.me
Optimum Financial Services (formerly Quality Tax), Lexington, 996 E New Circle Rd

Agende agora

Horário de abertura

Domingo

12:00 - 17:00
Segunda-feira

11:00 - 21:00
Terça-feira

11:00 - 19:00
Quarta-feira

11:00 - 20:00
Quinta-feira

11:00 - 21:00
Sexta-feira

11:00 - 21:00
Sábado

11:00 - 17:00

Sobre a empresa

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.

Nossa equipe

Cortney Hooper

Tee Williams

Jason Samson (Over The Phone Appointments ONLY)

Carly Slaven

Top services

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

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

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

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

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

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

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

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

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

Yes

Marica Nadirashvili

5/19/2024, 10:59:27 PM
INVESTMENT PLAN

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Raymond Cousins

4/18/2023, 4:38:49 PM
Amazing Service

Ms. Tee was everything! While helping me prepare my taxes, I was given an educational session as well. The service was amazing!
Natasha Howell

1/28/2023, 10:42:51 PM
Quality Tax Staff

The Quality Tax Staff was patient, optimistic, and highly skilled! Thank you for treating me with dignity!
Carmella Thompson

9/1/2022, 12:05:16 AM
Very dissatisfied

I got my taxes prepared on 2/5/22 and today is 8/31/22 and I still haven't received my taxes!! My social security number was wrong on all forms so I show up today at 10:45am they supposed to open at 11am I arrived at 10:45am and sat until 11:45am and still no show from any employee!! They are getto and very unprofessional!! Will never use them again and I plan to report this to the BBB tomorrow
Josh Smith

7/20/2022, 7:49:15 PM
Unprofessional

I had an appointment at 3 o'clock, I got here 30 minutes early and the place was closed, no one got in touch with me and told me that my appointment was canceled or anything. I'm very displeased, very unprofessional
Kaprice Layne

5/11/2022, 12:31:18 PM
Tiffany

Tiffany is always wonderful and very helpful !
Brent Perkins

2/5/2021, 4:43:54 PM
Tiffany

I've had them do my taxes for years and they give me the maximum amount I'm entitled to every time. Tiffany is awesome to work with
Destiny Eversole

1/13/2022, 5:12:37 AM
Very satisfied

I have filled with Tiffany since 2008 & was her 1st QTS customer...I love Going there because not only does Tiffany (and the QTS staff) professionally handle taxes they make you feel like you are part of the family....they don't just look at you like a money sign. . They actually care...Tiffany has helped me in more ways than I can count & I'll never file anywhere else
Andrianne Walker

2/26/2021, 10:57:57 AM
Awesome

It was hard to do at first, because I normally just go to the place and sit down. But since the pandemic it was harder I bet I called a hundred times and Mrs. Patrice was always patient and understanding. I felt bad because I didn't know nothing about taxes at all. But she hung in there with me she was so awesome so thank you❤️. Then the tax professional was excellent he could tell I didn't have a clue what I was doing. I got messed up in the past, He was really trying to help me get more money. Where I moved and lost everything because of the pandemic last year I couldn't find anything. But he was Super Cool and did a awesome job. I have already recommended them to a few people at the church and a few friends. They are super special and kind and patient people at Quality Tax Place Thank y'all so Much.❤️❤️
Bri R

2/19/2021, 1:29:23 PM
Awesome experience

Tiffany was great! She answered all my questions. She worked efficiently and I didn’t wait long at all! I will definitely be working with her in the future!