Tax Preparation
Payroll taxes, federal taxes, state taxes, … It can add up, and can cost you time and money if done incorrectly. Don’t let that hold you back - we will work with you to maximize your deductions and minimize your year-end tax bill in a streamlined and transparent process.
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“I contacted Michael this year for the first time because my tax situation had become more complex than previous years and I decided that I needed professional advice. When we first met to discuss solutions, Michael looked over the documents and mentioned that this was a first for him and from that moment he did not stop working to find the best solution for me to minimize my tax liability.
It was very apparent that his attitude was positive throughout the whole process and he was genuinely trying to help me, as opposed to just going through the motions of producing a 1040 out of the information I gave him like I have experienced with other tax professionals.
Michael even offered to personally pick up and send my documentation to the IRS on tax day because I was in a time crunch and the post office had a line of people through the door!I was very impressed with the experience and highly recommend Michael and Optimal Approach to anyone in need of professional tax services.”
- Yarden Lioz
Tax Preparation & Filing
There are so many strategies and lesser-known filing opportunities that a business owner can take advantage of throughout the tax year. With over 25 years of experience in providing tax advice and filing, we are confident we can provide you with top notch service in an effort to minimize your tax burden.
Tax Projection & Analysis
Taxes are often avoided or sped-through, but if you know how to plan expenses correctly, especially within your business, you may be surprised at the amount of money you can save! We excel at helping our clients to pay the least amount of tax necessary, and account for all of the benefits of a well-documented tax return. Partner with us to find out where you may be able to save money and reduce your income taxes.
Winning At Finances is as Easy as 1, 2, 3
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