OPTIMAX TAX

The Smart Software
Built for Tax Professionals
Like You.

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Why choose

Optimax Tax

Optimax Tax gives you the tools to scale quickly and manage multiple remote offices with ease — all from one cloud-based platform.
With a full library of Federal, State, and City tax forms, plus smart verification features that help reduce errors and rejections, our system makes e-filing fast and stress-free — even for new preparers.

We’re here to help you deliver accurate returns and maximize your clients’ refunds — every time.

Finance

Our Finance Can Give More Possiblities

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WE HELP

Build a thriving business with smart automation and real support.

At Optimax Tax, we provide powerful, user-friendly tax preparation software designed specifically for modern tax professionals. Whether you're just starting out or managing a team, our all-in-one platform simplifies every step of the process — from client data collection and return preparation to e-filing and reporting. Our cloud-based system ensures you can work securely anytime, anywhere, with fast processing speeds and built-in compliance tools that help
reduce errors and increase efficiency.

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FINANCE

Our Pricing Plan

At Optimax Tax, we offer flexible pricing plans designed to support every stage of your growth — whether you’re just getting started or scaling a multi-office operation. No hidden fees. No long-term contracts. Just the tools, training, and support you need to succeed.

  • OPTIMAX TAX
  • 250.00
  • Web Based Software
  • EFIN Required
  • Unlimited E-Files
  • Tech Support
  • Mentorship
  • Partnered with TPG
  • Partnered with RA
  • E-Signature
  • Unlimited Users

FEATURE

Discover Our Services

All-in-One Platform:

Prepare, file, and manage returns with intuitive tools designed for speed, accuracy, and scalability.

Error-Checking & Compliance Tools

Reduce rejections and ensure IRS compliance with built-in accuracy checks and real-time alerts.

Fast & Reliable Cloud Access

Work securely from anywhere with real-time syncing, automatic updates, and no downtime during tax season.

Client Management Made Easy

Keep track of client information, appointments, and return history in one organized dashboard.

Personalized Training

Get started quickly with easy-to-follow onboarding, video tutorials, and live walkthroughs tailored to your experience level.

A Partner You Can Trust

Backed by years of industry experience and thousands of
satisfied preparers nationwide.

Year-Round Support

Access dedicated customer support whenever you need it — before, during, and after tax season.

VEIW ALL SERVICE

PORTFOLI

View Our Case Study

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OUR STAFF

Meet Our Team

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Jimmie Benedict

MARKETING
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Dexter Matthew

DESIGNER
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Eanna Philandros

CREATIVE DIRECTOR
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Angelo Garner

CO-FOUNDER

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