Highest rated
CPA-Led
Individual Tax Preparation
Complete Individual Tax Preparation Services
Individual & Family Tax Returns
- W-2 and 1099 income reporting with deduction and credit optimization
- Child Tax Credit, Earned Income Tax Credit, and Dependent Care Credit
- Filing support for taxpayers living or working in multiple states
- Federal and state e-filing with refund tracking and direct deposit
Homeowner & Real Estate Tax Services
- Deduction planning for mortgage interest, property taxes, and rental income
- Airbnb/short-term rental income reporting and expense allocation
- Depreciation, repairs, capital improvements, and passive loss rules
- Capital gains tax and 1031 exchange strategies for selling properties
Self-Employment & Business Tax Preparation
- Schedule C preparation with full expense and home office optimization
- Multi-state business income allocation and filing support
- Quarterly estimated tax planning and payment guidance
- Crypto transaction tracking for self-employed income or investments
Investment & Retirement Tax Planning
- Capital gains/loss harvesting and tax-efficient investing
- Roth conversions, RMD strategy, and IRA/401(k) distribution planning
- Tax treatment of dividends, rental income, and short-term gains
- Medicare surtax planning on high investment income (threshold-based 3.8% tax)
High Net-Worth Individual Tax Preparation Services
- RSUs, ISOs, NSOs, and AMT analysis with year-end planning
- Multi-state residency tax planning and non-resident filings
- Short-term gains, crypto investments, and real estate syndication tax handling
- Integration with estate planning and wealth advisory teams
International Tax & Compliance Services
- Expat filings: Foreign Earned Income Exclusion, Foreign Tax Credit
- FBAR, FATCA, Form 8938, and foreign account reporting
- Crypto holdings and income reporting for international wallets
- 1040-NR, Form 5471, 5472, and U.S. tax prep for foreign-owned LLCs
How it’s work
Easy Steps To Get Our Tax Services
Follow the easy 3 steps to file your Taxes securely for maximum refund.
Schedule a free Consultation call
Talk to us via live chat, WhatsApp or schedule a quick call, we’ll evaluate your business needs and provide a custom quote.
Fill Out our web form/upload documents
We send a secure link to upload and complete the prerequisite information required for tax filing. Simply submit the information to secure portal
We file your Taxes
On completion, we provide the draft copy for your review and sign off. We will efile on your behalf with IRS
Frequently Asked Questions
Most Asked: What makes OptimizeTax different from other tax services?
Unlike software or seasonal preparers, you work directly with licensed CPAs who provide personalized service, find every available deduction, and offer year-round support. Our team is 100% U.S.-based with no outsourcing, ensuring your sensitive tax information never leaves the country.
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What documents do I need for tax preparation?
You'll need your W-2s, 1099s, prior year tax return, bank statements, receipts for deductions, and any other relevant tax documents. We'll provide you with a comprehensive checklist based on your specific situation.
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How much does CPA-led tax preparation cost?
Our fees vary based on complexity, starting at $299 for simple returns. We provide transparent, upfront pricing with no hidden fees. Complex returns with multiple income sources or international requirements are priced accordingly.
Do you prepare state tax returns?
Yes, we prepare both federal and state tax returns for all 50 states. Our CPAs are familiar with state-specific deductions and credits to ensure you get maximum savings on both levels.
What happens if I get audited by the IRS?
We provide comprehensive audit protection and representation. If the IRS selects your return for audit, we handle all correspondence and represent you throughout the entire process at no additional charge.
How long does the tax preparation process take?
Most individual tax returns are completed within 3-5 business days after we receive all required documents. Complex returns may take 7-10 days. We'll provide you with an estimated timeline upfront.
Are your tax preparers licensed CPAs?
Yes, all our tax preparers are licensed CPAs with extensive experience in individual tax preparation. Unlike seasonal tax services, our team works year-round and maintains current certifications and continuing education.
Is my financial information secure?
Absolutely. We use bank-level encryption and secure document transmission. Your data never leaves the United States, and we maintain strict confidentiality protocols with all client information.
Do you provide support after tax season?
Yes, we offer year-round support for all clients. You can contact your assigned CPA with tax questions, planning opportunities, or life changes that may affect your taxes throughout the entire year.
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Can you help with back taxes or amended returns?
Yes, we assist with prior year returns, amended returns, and resolving back tax issues. Our CPAs can help you get current with the IRS and develop payment plans if needed.
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Do you handle cryptocurrency and digital assets?
Yes, our CPAs are experienced with crypto taxation including trading, mining, staking, DeFi activities, and international crypto holdings. We ensure full compliance with IRS crypto reporting requirements.
Do you handle international tax forms like FBAR?
Yes, our CPAs specialize in international compliance including FBAR, Form 8938 (FATCA), PFIC reporting, and other foreign asset disclosure requirements for U.S. citizens abroad.
When should I start my tax preparation?
We recommend starting as soon as you receive all tax documents, typically by early February. This ensures accuracy, maximizes planning opportunities, and avoids the April rush.
What our customers are saying
Don’t just take our word for it—hear what our clients have to say about our personalized bookkeeping, tax, and advisory services.