Take the stress off when preparing your budget. Add the ease of Budget Coaching as we equip you with the education needed to be successful. Get help calculating your income accurately, adding expenses to your budget tracker and discuss ways to cut back expenditures if you are faced with a deficit and learn ways to add extra income. We will dedicate up to an hour getting your budget just right so that you may achieve your financial goals.

Credit Guardians, prepares an in-depth credit analysis to calculate and indicate areas of improvement for your credit score. With our specialized programming, we prepare customized plans tailored to your unique situation to improve current credit score in as little as 30 days! With a one-time fee of $50.00, we can start the process to creating financial freedom and guarding your newly acquired credit with our many service options.

Schedule a FREE consultation with one of our Specialists and review your options for Student Loan Consolidation, Loan Forgiveness or Lower Monthly Payments. YOU HAVE OPTIONS! First step, enroll for credit monitoring service at bit.ly/CGMonitor.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

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.

Pour exécuter votre planification stratégique, nous fournissons des solutions pour obtenir des subventions, des prêts ou des fonds propres en vous aidant à créer un plan d'actions, des projections financières raisonnables, des présentations aux investisseurs, et plus. 

Services d’accompagnement personnalisés en financement. Les services d’accompagnement personnalisés en financement s’adressent aux entrepreneurs ayant une marge de manœuvre par rapport au financement de leur organisation. Si vous générez déjà des revenus et manquez de temps pour financer vos activités de manière optimale, nos services pourraient vous intéresser. 

A.Rétroaction personnalisée

Vous avez déjà rédigé vos documents de financement, mais avez besoin d’un avis externe afin de vous assurer de cocher toutes les cases ? Envoyez-nous vos documents à l’avance (jusqu’à 15 pages de texte), et parlez à l’un de nos experts lors d’un rendez-vous Skype ou d’une rencontre d’une heure à nos bureaux.

Coût: 150$ (7$ pour chaque page supplémentaire). 

B.Accompagnement complet

Vous savez que vous passez à côté de maintes opportunités de financement, mais vous êtes trop occupé.e à exercer vos activités entrepreneuriales. Vous avez pourtant conscience que, si vous obteniez du financement, votre croissance pourrait être accélérée. Propulsio360 vous offre un accompagnement complet afin de s’occuper de cette tâche fastidieuse: 

Élaboration   d’une   stratégie   de   financement   en   fonction   de l’avancement et du profil de l’entreprise; Rédaction de documents de financement;Correspondance auprès d’instances de financement lorsque possible; Suivi des modifications demandées.

Coût: Sur mesure.  

C.Gestion de projet pour les partenariats de recherche 

Vous avez pris la décision que la meilleure avenue, pour vous, est d’obtenir du financement pour un partenariat en R&D. Votre organisation a le vent dans les voiles et désire développer ses produits.Dans un tel contexte, il est possible de mener des partenariats de recherche avec des organisations chapeautées par des instituts de recherche. 

Propulsio360 offre un accompagnement complet pour vous aider à accéder au financement et à mener le projet de recherche à terme: 

Accompagnement pour la recherche d’un partenaire de recherche;Rédaction   juridique   d’une   entente   partenariale   avec   droits   et responsabilités pour chaque partie prenante;Rédaction des documents pour la demande de financement;Modification des documents pour le financement;Suivi de la gestion de projet de recherche;Envoi des comptes à rendre aux instances de financement en lien avec le projet. 

Coût: Sur mesure. 

*Si vous prenez plus de $1,000 de services Propulsio 360 après la rencontre initiale, le montant de $150 vous sera crédité durant votre prochain achat.  

When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, education, or personal growth, a needs analysis provides valuable insights that lead to effective solutions. So, let’s take the time to assess your needs and watch as your path to success becomes clearer. #NeedsAnalysis #DecisionMaking #Success

Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax advantages and the potential for growth. However, it's essential to weigh the pros and cons carefully before making the switch. Consult with a financial professional to determine if an annuity aligns with your long-term goals. Secure your future with a well-informed decision. #retirementplanning #annuity #financialsecurity

Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses, outstanding debts, and provide financial support for your family's future. Don't wait until it's too late, invest in life insurance today to safeguard your family's financial well-being. #LifeInsuranceMatters #FinancialSecurity

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.

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.

Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.

Evaluating credit worthiness by processing loan applications and documentation within specified limitsInterviewing applicants to determine financial eligibility and feasibility of granting loansDetermining all applicable ratios and metrics and set up debt payment plans

Rent, buy, or sell property for clients. Perform duties, such as study property listings, interview prospective clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts. Includes agents who represent buyer.