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Effective Date: September 1, 2025
The information provided on this Site and through our services is for general informational purposes only and is not intended as legal, tax, or financial advice.
Optimum Tax and Financial Services, Inc. DBA Optimum Tax Pro is an IRS Authorized E-File Provider.
Our team includes an IRS Enrolled Agent (EA) and a Certified Acceptance Agent (CAA) authorized to assist with taxpayer identification processes (e.g., ITIN applications).
While we provide professional guidance, outcomes (e.g., LLC approval, EIN issuance, ITIN approval, bank account opening) depend on government agencies and third parties, and we cannot guarantee timelines or success.
Clients are responsible for their own tax filings, compliance obligations, and financial decisions unless separately engaged under a signed tax engagement agreement.
For personalized legal or tax advice beyond the scope of our listed services, consult with a licensed attorney or tax professional.
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