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Optimum Financial Services

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Tax Season Readiness One on One

30 min

As we gear up for the tax season, we're implementing a crucial step to ensure everyone's readiness and expertise. Following the completion of major training sections – including orientation, due diligence, customer service, tax software, tax laws, ta

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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

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Secure Your Virtual & Physcial Mailbox (2 Free Months of Service)

60 min

Welcome to Mailbox DepotAt Mailbox Depot, we’ve redefined how individuals and businesses manage their postal mail and packages. Located in the heart of Lexington, KY, we provide innovative solutions designed to simplify your mail experience. Our serv

Comentários/Avaliações

14 avaliações

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  • Review user image

    Marica Nadirashvili

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

    INVESTMENT PLAN

    Investment is one of the best ways to achieve financial freedom. For a beginner there are so many challenges you face. It's hard to know how to get started. Trading on the Cryptocurrency market has really been a life changer for me. I almost gave up on crypto at some point not until saw a recommendation on Elon musk successfully success story and I got a proficient trader/broker Mr Bernie Doran , he gave me all the information required to succeed in trading. I made more profit than I could ever imagine. I'm not here to converse much but to share my testimony; I have made total returns of $20,500.00 from an investment of just $2000.00 within 1 week. Thanks to Mr Bernie I'm really grateful,I have been able to make a great returns trading with his signals and strategies .I urge anyone interested in INVESTMENT to take bold step in investing in the Cryptocurrency Market, he can also help you RECOVER your lost funds, you can reach him on WhatsApp : +1(424) 285-0682 or his Gmail : BERNIEDORANSIGNALS@GMAIL.COM , bitcoin is taking over the world, tell him I referred you

  • Review user image

    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!

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    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!

  • Review user image

    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

  • Review user image

    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

  • Review user image

    Kaprice Layne

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

    Tiffany

    Tiffany is always wonderful and very helpful !

  • Review user image

    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

  • Review user image

    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

  • Review user image

    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.❤️❤️

  • Review user image

    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!

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