Services We Offer

Optimum Financial services stand firm on offering customers above and beyond great customer service!
We offer our customers quality preparation with no hidden information.

If you have any questions, feel free to contact us and we will be sure to get back to you as soon as possible.

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Preparation of

Individual Federal &; State Tax Returns
Business C Corp, S Corp &; Partnership Returns
Amendments Current & Prior Years
All Prior Year Tax Return Needs
Penalty Abatement
Offer &Compromise

Estimates
Extensions
Audit Letter Consultation for Every Current Year Paid Return

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Free Services

Free Estimates
Free Extensions
Free Audit Letter Consultation for Every Paid Return
Free 2nd Review with Already Filed Tax Return
Free Cash Cards
Free W2 Download

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Small Business Services

Business Set Up Assistance
Monthly or Annual Bookkeeping/ Accounting
Sales, Local, Payroll & School Quarterly or Annual Tax Filings
725 LLET (Kentucky) or any State LLC Annual Forms
Monthly or Annual Payroll Services
Assistance Establishing Business Credit
Business Loan, Grant, Certification & Funding Application Assitance

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Accounting & Bookkeeping Services​

Accounting Services
Bookkeeping
Accounting
Business Setup
Closing A Business Assistance
QuickBooks Audit
Payroll & Payroll Tax Filings
Budget & Goals Setting
Business Coaching
Notary
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Business Credit & Grants Concierge

Business Certification Coaching
Business Government
Contracts Coaching Business Credit Builders
Business Grants Coaching
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Tax Services

Federal & State Taxes
Local & City Taxes
Sale & Use Tax
W4 & I9 Review
725 Forms
Annual LLC Filings
Quarterly Filings
Tax Resolution
ITIN Assistance
Strategic Tax Planning
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BUSINESS SERVICES & STRUCTURE CONCIERGE

Business Setup Assistance
ITIN Assistance
725 Form LLC Filing
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Assistance with

Applying for Missing Stimulus Checks
All Letters that You Receive From The IRS

ANY CITY, ANY STATE, WE CAN HELP!

OPEN YEAR ROUND, PAY NOTHING OUT POCKET, NO HIDDEN FEES*

Individual Federal & State Tax Returns

Free Estimates

Free Estimates

Free Extensions

Bookkeeping/ Accounting

Business Federal & State Tax Returns

Free W2 Download

Free Tax Strategy Consultations

Prior Year Returns

No Hidden Fees

Audit Assistance Available

Payroll Services

Largest Refund Check You Qualify For!

Admendments

Increased Incentive Referral Program

Local, School, City & Payroll Tax Returns

Individual Federal & State Tax Returns

Free Cash Cards

Free Cash Cards

Business Set Up Assistance

FREE TAX PREPARATION FEES FOR ALL STUDENTS (claimed as dependents) 

AND SENIORS 65 YEARS OF AGE & OLDER* 

* (Rules & Restrictions Apply)

Get an estimate on your tax refund or liability today by simply filling out the form below.

GET A TAX PREPARATION QUOTE TODAY

Track Your Federal Refund

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Track Your Amended Return

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Track Your Kentucky State Refund

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Track Any State Refund

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