The Optimal Financial Group LLC
21021 Spring Brook Plaza Drive, Klein, TX 77379
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
The Optimal Financial Group LLC is a premier accounting and finance institution located at 21021 Spring Brook Plaza Drive in Klein, Texas, United States. Our client's interests always come first, and we specialize in tax preparation, tax mitigation and planning, asset protection, risk management, and wealth accumulation. Our financial planning services are tailored to meet the unique needs of each business we work with. Visit us at Suite 160 in Klein, TX 77379 for expert financial guidance and support.
Reviews
"We love working with Optimal Financial Group. Their prices are reasonable. They are quick and professional!"
"I have done my own taxes for 50 years. I had Optimal do my taxes last year and they found big mistakes I made and Turbo Tax never caught. Very educated in all my tax needs. Real estate, losses, retirement accounts, etc. First year saved me $30+ thousands of dollars. Great attitude and commitment to my return. Well worth the money. The stress of not doing it myself is so worth it. Thanks Tony for your hard work."
"I am happily changing my previous 1-star review of this Company to a 5-star rating. The Optimal Financial Group contacted me about my negative review. I learned this Group now has a new owner, a new leader. My dissatisfaction started in 2021. The Optimal Financial Group called to discuss the problem. I was unavailable to answer that phone call and a voice message was left. The next day I called back and was treated very kindly and respectfully, by two professionals, on a conference call. I am grateful for the time The Optimal Financial Group took to clear my misunderstandings and answer my questions. We are now on our way to planning tax strategies for 2024. Thanks Ashley & Jamie."
"Worst experience ever. These people never filed our returns on time. Always had excuses ready, COVID, then COVID outbreak in their office, then one of their employees broke a leg then blah blah blah. Cost us money in fines with IRS. In October 2022 they hadn’t filed our 2021 return even though they had our information for months. We got tired of their excuses so we finally fired them."
"I switched over to Optimal this year for our 2021 tax return after using the same small CPA firm for many years. I have multiple business entities and my return is more complicated than most. My experience with Optimal has been all professional with very pleasant staff every time I've needed to talk or email about something. They were able to get our tax returns done before the deadlines and they've given us valuable tax planning strategies for the future. I also felt that the fees were very fair. We'll continue to use them, hopefully for years to come."
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