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The Optimal Financial Group LLC
- Finance
- Klein, TX
About this business
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’ve been using Optimal Financial Group for the past few years to handle our nonprofit’s taxes, and I couldn’t be happier with their service. They are incredibly easy to work with and always take the time to explain things clearly, without ever making you feel overwhelmed or confused. Having the same tax preparer throughout this time has been such a blessing—she truly understands our organization and ensures everything is done correctly. We will absolutely continue working with them.”
First time outsourcing my tax return. I'm self employed, Schedule C, with several 1099s and a SFR real estate portfolio with Cost Segregation/Bonus Depreciation and Subject2 Transacitons. Jamie and her team was phenomenal to work with start to finish. The welcome call was very helpful in clarifying some unknowns and at no part did I feel rushed on the free call, unlike some other CPAs I vetted. Pricing was under $1500 for the full report, which felt like a steal. I shopped around across 5 different companies and the next che... read more
I switched over to Optimal 5 yrs ago after using the same small CPA firm for many years. I have multiple business entities and my return is more complicated than most. My experience with Optimal has been all professional with very pleasant staff every time I've needed to talk or email about something. They're very organized and efficient, and have kept me on track for turning in documents and information for the returns. They've been able to get our tax returns done before the deadlines and have given us valuable tax plannin... read more
I highly recommend Optimal Financial for all of your tax needs. They know all the updated tax codes and have been instrumental in helping my personal and business tax needs. They are effective and efficient and communicate quickly. I highly recommend them for your tax needs.
Optimal Financial Group has been an essential partner across all of my companies for years. Their depth of knowledge in business and personal tax strategy is unmatched; they’ve helped me navigate complex structures, multi-entity filings, and strategic planning with accuracy and foresight. I rely on them not just for compliance, but for clarity and smart decision-making. They are responsive, thorough, and consistently go above and beyond. I consider them a vital part of my team and recommend them without hesitation to any bus... read more
Frequently asked questions about The Optimal Financial Group LLC
How is The Optimal Financial Group LLC rated?
The Optimal Financial Group LLC has a 4.6 star rating with 34 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.
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