This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
The Optimal Financial Group LLC
- Finance
- Klein, TX
About this business
Specialties: Full-Scale CPA firm specializing in tax preparation, tax mitigation & planning, asset protection, risk management & wealth accumulation Established in 2008. We started the business in Virginia and opened the TX office in 2012, when I relocated to Houston. We still operate out of both locations and have clients nationwide. We specialize in small business and real estate accounting, tax preparation, tax planning and mitigation, and entity structuring. We offer a complimentary consult.
Location details
21021 Spring Brook Plaza Dr Suite 160, Klein, TX, 77379, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have just been amazed by this company and the wonderful job they have done for my corporation and personal business. I highly recommend them to anyone that is seeking financial services from a CPA firm. This group goes above and beyond to deliver superior service to their clients.
Jamie and her team have been doing my bookkeeping and tax preperation, for our businesses and our personal returns, for close to 10years. They are excellent at what they do and always available and professional. I cannot recommend The Optimal Financial Group highly enough!
The Optimal Financial Group has prepared my taxes since 2018, once I started acquiring rental homes. They hare worked with me to prepare and understand how everything works. They have identified deductions that I would have missed as an individual. They have been responsive and easy to work with to get the return done.
I highly recommend Jamie Finnen-Gratzer and her excellent professional staff at Optimal Financial Group who serves as my CPA for my personal and corporate tax returns!
Optimal has been the most detailed and responsive business, financial and tax company we have worked with. If you're wondering lost in the woods with your taxes, give them a call. Fair priced as well.
Frequently asked questions about The Optimal Financial Group LLC
How is The Optimal Financial Group LLC rated?
The Optimal Financial Group LLC has a 4.5 star rating with 26 reviews.
When is The Optimal Financial Group LLC open?
The Optimal Financial Group LLC is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com