Optima Tax Services

Accounting for Legal Practices · 11-50 Employees

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Overview

Phone Number

(800) 536-0734

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
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About Optima Tax Services

Optimas award-winning staff of tax professionals provide comprehensive tax services to address just about any situation. Well get to work immediately, providing you with the qualified help you deserve. Our commitment to delivering unparalleled service and results has transformed the tax industry and earned us numerous honors for exemplary corporate citizenship, ethics, and workplace culture. HOW CAN WE HELP YOU? Optima Tax Services is a very diverse team, with our staff coming from many different countries, cultures and backgrounds. But the one thing all Optimians (as we fondly call each other) share is our mission: to help people achieve a better financial future by assisting them with their tax needs. Optima is A+ Accredited with the Better Business Bureau. Kristen Bemis has 10 years of legal experience advising both public and financial companies regarding regulatory and compliance issues. She helps to make sure Optima adheres to the highest standards and maintains best practices wiRead more
Popular SearchesOptima Tax ServicesOptima Tax Services LLCSIC Code 72,729NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optima Tax Services

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2004
SL
Susan LetiziaEnrolled Agent Accountant
<$5M
11-50
Private
-
-
KG
Kevin GiordanoSenior Vice President of Servicing
<$5M
1-10
Private
-
1996
JA
Jacob ApfelManager, Tax
<$5M
1-10
Private
<$5M
2002
FM
Felicia McDonaldPresident & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
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Optima Tax Services Tech Stack

A closer look at the technologies used by Optima Tax Services

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Optima Tax Services

What is Optima Tax Services's official website?
Optima Tax Services's official website is www.optimataxservices.com
What is Optima Tax Services's Revenue?
Optima Tax Services's revenue is <$5 Million
What is Optima Tax Services's SIC code?
Optima Tax Services's SIC: 72,729
What is Optima Tax Services's NAICS code?
Optima Tax Services's NAICS: 54,541
How many employees does Optima Tax Services have?
Optima Tax Services has 11-50 employees
What industry does Optima Tax Services belong to?
Optima Tax Services is in the industry of: Accounting for Legal Practices, Business Services
What is Optima Tax Services competition?
Optima Tax Services top competitors include: Optima Tax Services, Franskoviak Tax Solutions, SCL Tax Services, McDonald Tax Consulting
What technology does Optima Tax Services use?
Some of the popular technologies that Optima Tax Services uses are: Cloudflare CDN, Google Font API, Google Tag Manager, Font Awesome
How do I contact Optima Tax Services?
Optima Tax Services contact info: Phone number: (800) 536-0734 Website: www.optimataxservices.com
What does Optima Tax Services do?

Optimas award-winning staff of tax professionals provide comprehensive tax services to address just about any situation. Well get to work immediately, providing you with the qualified help you deserve. Our commitment to delivering unparalleled service and results has transformed the tax industry and earned us numerous honors for exemplary corporate... citizenship, ethics, and workplace culture. HOW CAN WE HELP YOU? Optima Tax Services is a very diverse team, with our staff coming from many different countries, cultures and backgrounds. But the one thing all Optimians (as we fondly call each other) share is our mission: to help people achieve a better financial future by assisting them with their tax needs. Optima is A+ Accredited with the Better Business Bureau. Kristen Bemis has 10 years of legal experience advising both public and financial companies regarding regulatory and compliance issues. She helps to make sure Optima adheres to the highest standards and maintains best practices within the industry. She is a licensed attorney in both the states of California and Nevada. She holds a Bachelor of Arts in Political Science from the University of San Diego and a Juris Doctorate from the University of the Pacific, McGeorge School of Law. Philip Hwang is dedicated to delivering excellent representation and legal advice with regard to legal tax issues. He has a wide range of experience in tax law ranging from working at the South Brooklyn Low Income Tax Clinic to providing audit defense and international tax planning for multinational corporations. Philip earned his Juris Doctorate degree from Hofstra University School of Law with a concentration in Taxation Law and holds a Bachelor of Arts degree in Philosophy from the University of California, Berkeley. He is admitted to practice law in California as a member of the California State Bar. Jenny Wei is passionate about helping businesses and individuals with their tax issues. She has a history of helping families in need with volunteer programs. She participated ...Read More

Is Optima Tax Services a public company?
Optima Tax Services is private company therefore does not currently have an official ticker symbol
See more information about Optima Tax Services

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