Personal Tax
Filing
What the process looks like with Optimal
Initial consultation call
We will go over your financial situation and determine the forms needed.
Receive your onboarding questionnaire
This is a quick fillable form, accompanied with a Tax Engagement Letter to be signed.
Sit back and relax
We will start preparing your tax return and reach out after completion for review and signing.
Payment and e-file
After approval of your return, you will receive an invoice. Once payment is made, your return will be filed. You will receive a copy for your own record.
