Individual and Family Tax Preparation
Turn Tax Season Into Relax Season
Are you dreading tax season deadlines? Tired of mixing up your W-2s, 1040s, and 1098s? It’s time to rest easy. Our personal tax preparation services help you find every deduction and credit you deserve, while ensuring accuracy, compliance with tax laws, and timely filing.
- Let us handle the paperwork, calculations, and e-filing
- Simplify your taxes and maximize your refund
- Ensure compliance with tax laws, accuracy, and on-time filing
Let's Save You Time and Money
Why Hire Instead of Doing it Yourself?
Hiring a professional for taxes makes life easy and puts more money in your pocket.
Get Your Time Back
Don’t use your precious free time crunching numbers and deciphering forms, or chatting with AI bots. Let a smart human do it.
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Maximize Your Return
Automated tax prep tools can miss things--we're more thorough. Let us help you find every deduction and credit to max-out your return.
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Cool the Complexity
Avoid tax mistakes and let us stay on top of the complex and ever changing nature of tax laws.
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From Taxing to Relaxing
How Our Tax Prep Services Work
Consultation
We set up an initial consultation to go through some of the basics.
Questionnaire
We implement processes and technology that makes it easy for us to collaborate on your accounting efforts.
Send Us Documents Securely
We’ll send you a list of documents we need, you just send them to us through our encrypted, secure portal.
You Sign, We Send
Once finished, you’ll sign your filing digitally, we’ll send it in, and you’ll rest easy.
Why Clients Love Us
We're dedicated to accuracy, integrity, and excellent customer service.
“This company is amazing. You will not find another company that is as professional, caring and will go the extra mile for you.”
Karen Maxwell-Bell
Individual Tax Services
"Lynn has been absolutely amazing every step of the way! From the introduction "see if we're a good fit" call all the way through the onboarding/training portion. She has been available all along the way to answer any and all questions I've had (and I had a LOT) and has patiently explained and even re-explained any concepts or principles I was struggling to grasp."
Sunil Mohinani
LaunchPoint Support LLC
Accounting Services
Accounting Services
"OPTIX has been handling my business and personal taxes for two years - their service has been awesome. They are very responsive, trustworthy, and efficient. I have referred three clients to OPTIX and they have been very pleased with their services."
Andrea Taylor
Individual Tax Services
READY TO GET STARTED?
Book Your Free
Consultation
Ready to save money? Maximize your return? Or maybe you’re just looking for some expert guidance? Book your consultation today!
