Optimum Tax Services

Optimum Tax Services We use a comprehensive assessment of each client's situation and apply our knowledge base to drive positive outcomes for clients.

Our mission is to help clients remove the anxiety surrounding the tax code and the IRS, saving them thousands in dollars where they can then use those savings to invest in businesses or their families. In order to achieve these goals, we "partner" with each client to ensure that they have a proper understanding of their own tax situation and put them in a better position to make tax related decisi

ons. Meeting the needs of our clients and maintaining a high level of trust are principles that we are committed to keeping.

We are so proud of our Owner and Founder, Alexis Davenport. She is the newest member of the MentorWe mentorship cohort w...
03/13/2024

We are so proud of our Owner and Founder, Alexis Davenport. She is the newest member of the MentorWe mentorship cohort where Certified Woman Owned Business Owners are mentored by successful established woman owned entrepreneurs to advance and develop their businesses .

MentorWe has successfully led cohorts since 2019. Through the success of the program, cohort members have created over 110 jobs, had a revenue increase of over 75%, won 516 new contracts and received 23 loans.

Congratulations to Alexis and we look forward to all the gems we will receive during the course of this 9 month mentorship program.

FAQS: My friend told me they deduct their medical expenses, can I do that too? First, determine whether you'll take the ...
03/11/2024

FAQS: My friend told me they deduct their medical expenses, can I do that too?

First, determine whether you'll take the standard or itemized deduction.

If you take the standard deductions, you generally aren't eligible to deduct the cost of a doctor's visit.

However, if you itemize your deductions, you may be eligible to deduct your qualifying, unreimbursed medical expenses that exceed 7.5% of your AGI.

As always, please consult with your tax professional to determine which expenses are deductible depending on your tax situation.

📲 In search of a new accountant? Let's chat!


📲 855-849-3100
📧 [email protected]
🌐 www.optimumtaxesllc.com
Schedule a call today at https://bit.ly/CalendarContact

📆 TAX DUE DATE: Partnership and S Corporation tax returns are due on March 15th.PRO TIP: If you think you're going to en...
03/01/2024

📆 TAX DUE DATE: Partnership and S Corporation tax returns are due on March 15th.

PRO TIP: If you think you're going to end up needing to extend a business tax return that flows through to your personal return, it's probably a good idea to extend your personal tax return now too!

Did the deadline sneak up on you? Click the link in our bio if you need help filing extensions today!



📲 855-849-3100
📧 [email protected]
🌐 www.optimumtaxesllc.com
Schedule a call today at https://bit.ly/CalendarContact

It's every taxpayer's WORST nightmare: you go outside to check your mail and you've got an IRS audit notice waiting for ...
02/28/2024

It's every taxpayer's WORST nightmare: you go outside to check your mail and you've got an IRS audit notice waiting for you! 😱

Keep calm and keep reading to see what happens next:

First, you'll want to confirm that you've received a legitimate audit notice from the IRS. 📭

The IRS will send you a letter via certified mail stating your full name, tax ID number or SSN, the form number, and specific information about why your return is being examined.

🚫 The IRS will NEVER initiate an audit via telephone or text.

As soon as you’ve received a notice of an IRS audit, you should inform your accountant. The timeliness of your response is important, and you want to make sure you have all the documents requested to back up your position. 📲

Do you need someone to help guide you through this intimidating process? Click the link below to schedule a call with us to see how we can help.
https://bit.ly/CalendarContact



📲 855-849-3100
📧 [email protected]
🌐 www.optimumtaxesllc.com

Waiting on a W-2 that never came? 📭⁠⁠It happens! The first step is super easy, you need to reach out to the employer you...
02/26/2024

Waiting on a W-2 that never came? 📭⁠
⁠
It happens! The first step is super easy, you need to reach out to the employer you're expecting to receive one from. ⁠
⁠
Chances are, they didn't have the correct mailing address on file for you and can get things sorted out quickly! ✅⁠
⁠
However... if your employer isn't any help and it's the end of February, you'll need to reach out to the IRS for help.⁠
⁠
➡️ Swipe to find out what form to request from the IRS!⁠
⁠
Need additional help? Use any of our contact information below to get in contact with us.⁠
⁠
⁠
⁠
📲 855-849-3100⁠
📧 [email protected]⁠
🌐 www.optimumtaxesllc.com

Do the words "Tax Season" send a shiver down your spine? 😱It doesn't have to be that way!Working with a trusted tax prof...
02/13/2024

Do the words "Tax Season" send a shiver down your spine? 😱

It doesn't have to be that way!

Working with a trusted tax professional can help you stay on top of important deadlines, feel confident in the accuracy of your return, and create a strategic tax plan for the future! 📈

🔗 Ready to get started? Click the link in my bio to schedule a no-obligation consultation call!

#1040

Taxes are due next week!! Have you filed your extension yet??If you're looking for a professional to help you, feel free...
04/12/2023

Taxes are due next week!! Have you filed your extension yet??

If you're looking for a professional to help you, feel free to contact us at www.optimumtaxesllc.com

Happy International Women’s Day!!! Let’s celebrate the accomplishments of all of our fearless women leaders around the w...
03/08/2023

Happy International Women’s Day!!! Let’s celebrate the accomplishments of all of our fearless women leaders around the world.

The last thing on any person's mind today is doing their bookkeeping.How about taking it off your hands completely? We'r...
02/14/2023

The last thing on any person's mind today is doing their bookkeeping.

How about taking it off your hands completely? We're able to get all of your bookkeeping together for the previous year and beyond.

Ready to get started today? You can reach us at 855-849-3100 or at optimumtaxesllc.com

Happy Valentine's Day to all the lovers!

Did you actually know if you are being scammed or if something is actually officially from the IRS?Be careful out here b...
06/06/2022

Did you actually know if you are being scammed or if something is actually officially from the IRS?

Be careful out here because pandemic related scams are at an all time high. The IRS recently released a list of the pandemic related scams that have been seen the most lately.

1) Stimulus and Tax Refund Scams
2) Unemployment Tax Fraud - Fraudulent
1099-G
3) Fake employment offers on Social
Media
4) Fake charities that steal your money

Have you gotten "got" by any of these fraud schemes? You may need a professional on your side to help you resolve these issues. Click the link in our bio or use any of the methods below to get in contact.
📲 855-849-3100
📧 [email protected]
🌐 www.optimumtaxesllc.com

Do you actually know when it's time to hire a bookkeeper?Many wait far too long, mainly because they don't want the adde...
05/16/2022

Do you actually know when it's time to hire a bookkeeper?

Many wait far too long, mainly because they don't want the added expense. There are points in your business where you are not quite ready to hire someone, however when you need to know the health of your business...it's time. When you are trying to have reporting to get funding or for grant applications, it's time.

Knowing your number is key to the health and success of your business. If you don't understand what the reports in your accounting system mean, it's time to hire a professional to help you understand.

Are you looking for a qualified tax professional to help decipher your numbers? Click the link in our bio to get started with a free chat to see how we can help you get started.

Address

Southfield, MI

Opening Hours

Monday 8am - 6:30pm
Tuesday 8am - 6:30pm
Wednesday 8am - 6:30pm
Thursday 8am - 6:30pm
Friday 8am - 4pm
Saturday 11am - 2pm

Telephone

+18558493100

Website

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