Optimum Financial & Tax Services
About
Optimum Financial & Tax Services, Inc., established in 1994 and located in Elizabeth, NJ, is dedicated to forging strong relationships with clients, ensuring their success through personalized assistance. Renowned for its advanced training, technical experience, and financial acumen, it offers an array of services including tax preparation, accounting, bookkeeping, and payroll management. The firm also assists in resolving tax-related issues and represents clients before the IRS. Universal Financial and Insurance Agency, also based in Elizabeth, NJ, provides comprehensive insurance solutions, including homeowners', life, and health insurance. It partners with major carriers to meet clients' diverse needs.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Hr And Payroll
Business Tax Preparation
Individual Tax Preparation