We humanize tax planning.
We are not your run-of-the-mill tax advisors. We are responsive, strategic problem solvers who personalize tax planning and preparation.
About Optas Tax
We get it. Doing your taxes can be burdensome. We strive to alleviate the burden. We pride ourselves on our ability to take stress, frustration, and anxiety out of taxes through our knowledge and experience.
What we do
Taxes can also seem dry and impersonal. That’s why we put the human touch into taxes. We will be with you every step of the way. We aim to ensure you don’t feel overwhelmed or alone throughout the process.
Whether you’re a business owner, entrepreneur, employee, or retiree, we can help with any type of return, from simple 1040s to complex corporate returns.
Comprehensive tax solutions
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We got you. We will gather necessary information to model different taxable scenarios. From there, we will guide you through strategy best suited for you, being with you throughout the process.
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We will review your options and recommend which options to exercise, and when. Timing is critical, and we will ensure you are supported through what may be a multi-year process.
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We have years of experience filing 83(b) elections and are here to make sure everything is filed properly and timely, and confirm receipt from IRS.
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That’s why we’re here. We’ll help organize, investigate, and communicate with the IRS on your behalf. We are in your corner.
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We speak IRS. We are here to help you understand what is needed, and ensure all actions are taken timely and properly.
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We will investigate your unique situation and advise on options that may be available for you.
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AMT can be a surprise tax bomb for those navigating it for the first time. We are here to help you understand AMT and to assist you with a plan to account for an unexpected tax burden. Note: AMT is best planned for during a calendar year, not at tax time, so make sure to call early!
Our process
Plan for future years
We typically find tax planning opportunities year over year once we get to know your tax return. When we identify areas of improvement, we will develop a plan for future tax years.