Elite Optimal Tax and Finance Solutions offers a wide range of services to our individual and business clients:

  • Tax Preparation
  • Tax Planning
  • Tax Services
  • Audits, Reviews and Compilations
  • Accounting Services
  • Business Entity Selection
  • Business Succession Planning
  • Bookkeeping/Write-Up
  • IRS Representation
  • Sales Tax Services
  • Accounting Services
  • Estate Planning
  • Estate & Trust Tax Preparation

 

Tax Services

Individual and Business Tax Preparation

Our mission is to provide our clients with the best solutions. We provide consultation unique to your situation. Our area of expertise includes but is not limited to the following areas: stock sales, real estate investment properties, short sales/foreclosures of real estate, small businesses, (shareholder in a private-held corporation), and independent contractors.

Services include:

  • Federal & State Tax Preparation
  • Tax Consultation/Planning throughout the year
  • Secure online portal to view your taxes anytime from anywhere

We offer tax preparation and tax advising for the following entities:

  • Sole Proprietorships
  • LLCs (Limited Liability Companies)
  • Partnerships
  • S Corporations
  • C Corporations ¬†

Tax planning & return preparation

  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

 

Consulting Services

New Business Consultation 

It is our belief that your small business will successfully grow if it has a great start from the beginning in the right direction. Starting a small business has never been easier as we offer to assist you with.  

It is our belief that your small business will successfully grow if it has a great start from the beginning in the right direction. Starting a small business has never been easier as we offer to assist you with:

  • Understand and choose the entity that benefits you most
  • Obtaining your business license, fictitious name
  • Applying for required business licenses
  • Incorporating your business
  • Legal / Financial assistance from our partners’ firms

 

Accounting Services

Services offered:

  • Financial Statements
  • Bank Reconciliation
  • Cash Expenses
  • Payroll Services
  • Maintaining General Ledger
  • Business Filings
  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Business tax return preparation (Sales & Use/Business Property)
  • Litigation support
  • Audits, Reviews and Compilations