Tax Planning Strategies

At Optimus Tax, our tax planning is custom tailored to meet your specific needs. We ensure compliance with all federal and local regulations while helping you minimize your tax bill. Our team keeps you informed about current tax laws and regulations that can benefit your business or personal finances. With our tax planning report, you will receive clear guidance year-by-year on where you can save, invest and get all possible benefits.

Client’s testimonials

What Our Clients Say

We love hearing from our clients. Read through the feedback we received from our customers, which helps us stay motivated. Below reviews are compiled from trusted sites such as Yelp, Google and other platforms.

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06/07/2022 - "Optimus Optimus Tax and Accounting Services and Ieva i will trust with my finances and taxes. She will go above and beyond to provide services that you will be very satisfied with. She has very high work ethics, integrity and will work very hard to get the most out of the time and energy you spend together on your taxes and accounting. Don't think twice, hire her and you will be more than glad you did, i guarantee it"
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Hristo H.

09/13/2024 - "Optimus Tax is a great company to use when filing taxes. A very knowledgeable staff, quick turnaround time and reasonably priced. I appreciated their professionalism, and the priority they placed on getting my return completed on time."
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Danielle V.

08/22/2024 - "It has been such a delight to work with Ieva / Optimus tax. She's quick to respond to any calls, texts or emails. Her advice is always point on. Her knowledge and experience is very impressive."

Alegria Consulting

07/24/24 - "Highly professional, diligent, respectful and kind. Ieva has provided immense help for our business. I highly recommend her services."

Ingrid B.

08/05/2024 - "Highly recommended. Very knowledgeable & qualified registered agent after huge issues with my past Tax " professional "she was able to help resolve problems & fixed filling errors."

Larysa M.

08/04/2024 - "Ieva was incredibly efficient and helpful in assisting me with the navigation of both personal and business taxes. I would recommend her and Optimus highly to anyone seeking these services!"

Kate H.

04/30/2024 - "Ieva did an exceptional job handling my complex USA and international taxes. I really appreciated working with her due to her meticulousness, prompt communication, and overall professionalism. I highly recommend working with Optimus Tax."

Yasmina R.

12/18/2023 - "Great experience with very knowledgeable team. Ieva went above and beyond to ensure I have the best outcome possible when it came to my tax liability. I am self-employed and had to pay quite a lot of taxes this year, but in the future i will be making prepayments thanks to this company's advise. They are also very reasonably priced."

Norma F.

04/23/2021 - "Optimus Tax is a blessing! My business barely made it through Covid-19. We were very tight on a budget, and we needed a reliable agency to get on board with us. We found them through some reviews, and thank God we did! They’ve been very helpful throughout the entire journey! 10/10 recommended!"

Arya G.

03/20/2020 - “One of my friends recommended Optimus Tax to me, and I can’t thank her enough. I immediately contacted them through customer service and gave them full access to my personal cash flow management and profound tax planning. They took care of the numbers so well. That result of their hard work and dedication was visible!”
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Anna W.

09/13/2022 - “I randomly stumbled upon Optimus Tax website, and needless to say, it was the best mistake I’ve made! I’ve been on board with them for two years now, and never have I been disappointed! Highly recommended!”

Trisha A.

05/05/2022 - "Ieva was great in assisting me and my wife for our tax filing. She explained everything in detail and prepared the return in a timely manner. We were very pleased with the service."

OJ

09/25/2024 - "Ieva is a total pro. She's very knowledgeable and and a clear communicator. We will continue to work with her in the future."

William H., Company CEO

03/14/2024 - "Ieva is PHENOMENAL! I brought her on to help with a client's tax prep and she more than knocked it out of the park! Her communication was crystal clear, exceptionally timely and both my client and I are beyond pleased!"

Claire V. CEO

Are you looking for tax planning services?

Contact us today by calling us or writing an email, and get your tax planning started!

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