Optimal Approach

Personalized Accounting Services

& Tax Preparation

We’re here to bring clarity and big-picture strategy to your personal and business accounting needs.

Get started with a free consultation!

Who we are

Optimal Approach is a full service accounting firm that brings creativity and big-picture vision to all of your personal and business accounting needs. We will work with you to understand how we can best serve you in the areas you need most, such as: tax return planning & preparation, bookkeeping, financial analysis, business documentation, and so much more.

MEET YOUR SECRET WEAPON

Michael

Weiner

Michael Weiner, the Principal of Optimal Approach, has been managing the effectiveness and profitability of companies, big and small, for over 40 years. Whether you’re a new entrepreneur, a small business owner, or leader of a corporation, you can look to Michael for sound financial guidance and strategic business advice. With 15 years of public accounting experience and 25 years of industry experience.

Why

Optimal

Approach

Whether you’re a small business owner, or an executive at a large corporation, Optimal Approach can be your go-to resource for all of your accounting needs. Michael is well recognized as a creative thinker and problem solver. Michael's experience as a business owner has enabled him to assist his clients in all business matters.

Whether it's projecting and planning the financial course for the company or accurately documenting the company's financial activities, Michael has the experience needed.

How Can We Help?

Accounting Processes

If you’re tired  of taking the time it requires to manage your own books, we’re here to help. Our mission is to help you succeed by offering tailored services that can help you streamline your business so you can work on your business rather than in your business. Some ways we support you include: 

  • Bookkeeping - Review & record financial transactions
  • A/R & A/P - Optimize cash flow and reduce bad debts
  • Monthly Reconciliation & Strategic Analysis

Bookkeeping - Review & record financial transactions
A/R & A/P - Optimize cash flow and reduce bad debts
Accounting - Monthly analysis and reconciliation of all accounts

Strategic Financial Advisory
Advisory

Business Plans - Developing a formal plan for success
Analysis - Strategies o reduce taxes and improve profitability
Business Succession - Planning for the future and preparing for the unexpected

Would you set out on a cross-country road trip without a map? Probably not. You can think of running a business similarly, which requires just as much planning and forethought throughout the journey. We are here to help by building a strategic course of action that can be determined, reviewed and adjusted as necessary. With a formalized business plan, your  company has a much greater chance of  success, as well as accelerated growth.

  • Business Planning - Developing a formal plan for success
  • Financial Analysis - Strategies to reduce taxes and improve profitability
  • Business Succession - Planning for the future and preparing for the unexpected
Tax Preparation & Documentation
Branding

Innovative Solutions for your Business

Federal and State income taxes can add up, and can cost you time and money if done incorrectly. Don’t let the IRS hold you back - we will work with you to maximize your deductions and minimize your tax liability with  a streamlined and effective process. 

  • Tax Consultation - We will talk with you during the year in an effort to reduce taxes 
  • Tax Projections - When necessary, we will prepare a comprehensive analysis of future tax liability. 
  • Tax Preparation - Diligent filing of both personal & business income tax returns
Documentation

Income Taxes - Filing of both personal & business returns
HR - Develop & implementation of an Employee Handbook
Compliance - Coordination of annual filings & documentation

Risk Management & Mitigation

One of the most critical (and often overlooked) steps in ensuring your business’s success is managing risk around it. After pouring so much of your time, effort and belief into your business, one of the most important steps you can take is to do the due diligence to protect it. We can help you to develop a thorough risk management plan to safeguard against any legal and financial threats you may have overlooked. 

  • Insurance Review - review and assess your current coverages 
  • HR - Develop & implement an employee handbook 
  • Compliance - Coordination of annual filings & documentation

Some of our Clients

Contact Us

Address

3850 W Bryn Mawr
Chicago, Illinois  60659

Hours

Mon - Fri: 8:30am - 5pm  
Saturday: By appointment

If you have any questions, feel free to reach out!

DON’T JUST TAKE OUR WORD FOR IT:

DON’T JUST TAKE OUR WORD FOR IT:

“I was very pleased with Michael’s advice and service. He was very thorough, responsive and a pleasure to work with!”

Karen Truong

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Office:
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“I have worked with Michael for over 10 years. He is focused and brilliant at keeping me up to date on all the financial areas of my business that I do not have the time to keep up with. I give Michael my highest recommendation.”

Irwin C. Cohen

Irwin Cohen Group
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"I have worked with a number of accountants over the years and never has anyone taken the time to fully understand my business and personal finances to the degree that Michael has. Working with him was so easy (and even fun!) and I got my biggest refund I have ever received. I can't recommend him highly enough."

Ariana Anderson

Custom Clothing for All Genders
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“For many years I had dreamed, worked hard and finally achieved ownership. A dream actually came true. Walking around inside my shop the night before opening day with my family was a feeling of joy I just can't describe. On opening day I realized there was something I had not planned for.....I'm the owner! I am great at my job. I can plan, quote, execute and deliver on time with a profit. I found out very quickly accounting was not my area of expertise and was causing me, and those around me, a great deal of stress. I needed help! I reached out to Optimal Approach. My first conversation removed the stress and embarrassment I had felt for the disarray my books were in. Optimal Approach had brought me back to feeling like it was opening day and I have never looked back.”

J. Brad Morris

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"I contacted Michael this year for the first time because my tax situation had become more complex than previous years and I decided that I needed professional advice. When we first met to discuss solutions, Michael looked over the documents and mentioned that this was a first for him and from that moment he did not stop working to find the best solution for me to minimize my tax liability. It was very apparent that his attitude was positive throughout the whole process and he was genuinely trying to help me, as opposed to just going through the motions of producing a 1040 out of the information I gave him like I have experienced with other tax professionals. Michael even offered to personally pick up and send my documentation to the IRS on tax day because I was in a time crunch and the post office had a line of people through the door! I was very impressed with the experience and highly recommend Michael and Optimal Approach to anyone in need of professional tax services."

Yarden Lioz

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“Through my experience working with Michael, on both a personal level and for my clients, there has not been one instance where Michael did not go above and beyond as far as his tax consultation services go. Michael is extremely personable which makes conversations regarding taxes less daunting. I can confidently say that Michael doesn’t just prepare taxes; he helps minimize taxes and maximize returns. I can always count on Michael to respond in a timely fashion and appreciate his eager dedication in helping me and my clients.”

Michael Taborski

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Schedule my FREE Consultation

To learn more about our services and how they can benefit you, call us to set up a no cost, no obligation interview.

Pricing

Basic

$99

Get First Month For Free

Pro

$199

Move to the next level fast

Business

$299

Grow your Business

Details

Full Consultation For Your Business

Financial Planning

Daily Risk Alerts

One One Training

Fast and Secure Non Disclosure

Get Phone and Live Support

*All plans includes the first month for Free

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Follow Our Journey

The Office

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Our Solutions

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime placeat facere possimus.

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services

Business Consulting

Professional HR

Advertising Budget

Accountant Services

Media Planning

Team

Peter Doe
CEO
Sharon Peters
CtO
Alan Smith
CFo
Elza Patric
Consultant
Alison Hansen
Accountant
Marc Mendes
Support
Experience

Michael Weiner, the Principal of Optimal Approach, has been managing the effectiveness and profitability of companies for over 25 years. With over 10 years of public accounting experience and over 15 years of industry experience, Michael has the perfect mix of knowledge to help any company improve their business performance.

Why Optimal Approach

Michael is well recognized as a creative thinker and problem solver. Michael's experience as a business owner has enabled him to assist his clients in all business matters. Whether its projecting and planning the financial course for the company or accurately documenting the company's financial activities, Michael has the experience needed.

Contact Us

With more than 20 years of experience we can deliver the best services.

The

Business

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime placeat facere possimus.

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Our

Philosophy

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime placeat facere possimus.

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