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Optimal Tax, LLC is a specialized tax planning firm that helps qualifying individuals legally reduce their tax liability using well established tax laws. We work with licensed tax advisors, enrolled agents, and tax professionals, to create comprehensive, integrated, and optimized tax solutions to save our clients hundreds of thousands in taxes and gain greater control over their money.
With an emphasis on Roth IRA conversions for retirees with over $1 million, we create advanced tax planning strategies that save our clients millions of dollars of unnecessary fees, expenses, taxes and penalties throughout retirement.
Helping clients reduce taxes and retire well with integrated and comprehensive solutions for over 25 years.
01
12
Office
Locations
Roth Conversion Tools
25
Years of
Experience
100%
Commitment to
Client Success
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