Tax Preparation

Payroll taxes, federal taxes, state taxes, … It can add up, and can cost you time and money if done incorrectly. Don’t let that hold you back - we will work with you to maximize your deductions and minimize your year-end tax bill in a streamlined and transparent process.

“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.
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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.
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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.”
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- Yarden Lioz

Schedule Your Initial Consultation Today!

Tax Preparation & Documentation

Tax Preparation & Filing

FILING OF BOTH PERSONAL & BUSINESS RETURNS

There are so many strategies and lesser-known filing opportunities that a business owner can take advantage of throughout the tax year. With over 25 years of experience in providing tax advice and filing, we are confident we can provide you with top notch service in an effort to minimize your tax burden.

Tax Preparation & Documentation

Tax Projection & Analysis

STRATEGIES TO REDUCE TAXES AND IMPROVE PROFITABILITY

Taxes are often avoided or sped-through, but if you know how to plan expenses correctly, especially within your business, you may be surprised at the amount of money you can save! We excel at helping our clients to pay the least amount of tax necessary, and account for all of the benefits of a well-documented tax return. Partner with us to find out where you may be able to save money and reduce your income taxes.

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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“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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Winning At Finances is as Easy as 1, 2, 3

Schedule Your Initial Consultation Today!

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approach

Tax Preparation

Tax Preparation & Filing

Tax Projection & Analysis

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

Karen Truong

“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

Ariana Anderson

J. Brad Morris

Yarden Lioz

Michael Taborski

Winning At Finances is as Easy as 1, 2, 3

Ask Your Questions

Learn a Strategic Solution

Walk Away With Value

optimal

approach