Are you looking for a tax professional?

Optimum Tax Pro is the premier choice in individual tax return preparation. We’re here to help you get your maximum refund, and we do it with personalized service that makes filing easy. Our experts will take care of everything from start to finish, so all you have to do is sign your return when it’s done. You can even file online or on paper – whatever works better for you!

With our expertise and experience, we know how much money there is at stake when preparing your taxes. That’s why we make sure every detail counts by providing accurate calculations and complete documentation of deductions & credits available to maximize refunds while minimizing any penalties or interest due. We want nothing more than for our clients to be satisfied with their returns each year because they know they received the most beneficial outcome possible thanks to us!

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Seven top reasons to allow us to file your taxes

  1. No upfront fees required
  2. Free Estimate
  3. Previous years and out of state filings
  4. Get up to $200 Restaurant Dining Certificate
  5. Get up to $500 Hotel Savings Card
  6. Get a Free Vacation
  7. Get a Cash Advance Loan up to $6,000 in 24hours

What to bring to file your taxes

1. Personal Information
(a) Your Social security cards
(b) Your spouse’s social security card
(c) Your current driver’s license if you intend to apply for bank products

2. Dependents and other people who may be included on your return
(a) Date of births and social security cards
(b) If attending childcare please, obtain childcare records especially tax ID or EIN or social security of the providers
(c) Form 8332 if eligible parent or person is releasing rights for you to claim a dependent.

3. Income information:
(a) W2s
(b) 1099
(c) Records of any income to be included on your tax return
(d) Records for the expenses incurred if self-employed which include but not limited to check registers, credit card statements, and receipts
(e) Assets acquired for use in business or for the sake of employer record. Include the basis of your asset and date placed in service

Other Income:
(a) Unemployment compensation 1099g
(b) Gambling winnings less the losses
(c) Alimony received
(d) Jury duty records
(e) Hobby income and expenses
(f) Awards and prizes

4. Vehicle Information
(a) Total mileage driven, and the record of the business mileage driven
(b) Toll charges, parking and if you are interested in claiming the actual amount spent on your vehicle expenses please include receipts for gas, repairs, car washes, licenses, and other necessary expenses related to business use of your vehicle.

5. Deductions
If your itemized deductions are higher than the standard deductions make sure to include the following:
1. form 1098 or other mortgage statements
2. State income taxes paid and also sales taxes
3. records for your charity donations cash and noncash
4. Medical expenses incurred which include mileage traveled, prescription expenses, doctors’ expenses, and any other not covered by insurances
5. Expenses related to your investment
6. Employment-related expenses

6. Credits
You are entitled to some credit even if you did not generate a lot of income so, please make sure you file your taxes.
(a) Form 1098t and or 1098E provided by your educational institution or bank
(b) Other expenses incurred for books and supplies
(c) Note that room and board cannot be claimed as part of your education expenses

Frequently Asked Questions

  1. How much do you charge? The amount charged for individual tax returns will depend on many factors such as services provided, client tax situation, and complexity of the client’s case. However, most of our clients pay anywhere from $250 to $750.The best thing you can do is get in touch with us so that we can go through everything with you step-by-step that way we would be able to give you an accurate estimate based on your specific situation.
  2. How long would it take to complete my tax return? Depending on the complexity of your tax situation and the level of service you choose, it can take anywhere from a few hours to a few weeks for a professional tax preparer to complete your tax return. For example, if you have a complex business or investment income, it will likely take longer to complete your return than if you just have a regular W-2 job

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