Announcing Now: Get A Free Software Audit

Top brands we work with

Trusted by Top Brands

Virtual Tax

Specialized in Investment, Management, Construction, & Hospitality

"Big 4" Accounting Talent

Schedule a free strategy call

Experts in

“OPTIMAL was diligent in cleaning up our books and executed things so that we were able to file our taxes quickly. OPTIMAL worked hard to get things done when we had a deadline, and for that - we are very grateful.”
Andrea T.
Chicago, IL

Corporate, Personal, Property-Level (Including K1s) Tax Returns

1099s & State-Specific Filings

DRE & IRS Audit Readiness & Support

Industries We Serve

Real Estate
Investment

Property
Management

Short-Term
Rentals

Construction
Industry

Restaurants &
Hospitality

Why Businesses Choose OPTIMAL Tax Accountants

Big 4 Tax Accountants

Our Tax CPAs worked for Big 4 Accounting Firms in New York City and have led tax engagements for small businesses as well as national firms with multi-million dollar properties.

Industry Specific

While most CPAs are Generalists to accommodate as many local businesses as possible, OPTIMAL specializes in Real Estate, Property Management, Short Term Rentals, Construction, Restaurants & Hospitality based tax filings nationally. As a result, your urgent real estate specific questions are "typical" for us and we have both quick and accurate answers.

Transparent Pricing

Unlike other Tax CPAs, we don't price our work based on how much money you make. We provide estimates based on hourly rates so that you always know what you are paying for.

Effortless Communication

Our Tax CPAs are incredible at responding in a timely manner and often respond in minutes. Your critical tax time questions are our top priority.

Our Process

Our Process
1

Schedule A Free Strategy Call

We’ll discuss your business and define a clear scope of work to achieve your desired outcomes. We’ll also request access to your accounting and property management software to prepare a Free Software Audit.

2

Free Software Audit

One of our Team Members will review your software to determine if there are any required cleanup items and prepare a final report with estimates for time to complete initial cleanup as well as ongoing monthly maintenance.

3

Review Software Audit via Screenshare

We’ll review the results of the Free Software Audit and outline a timeline for onboarding, cleanup, and ongoing maintenance.

4

Sit Back and Relax

Our time tested systems and processes make managing your real estate and property management business a breeze. Take a step back and go grow your business.

Schedule a free strategy call

Transparent & Flexible Pricing

1099 & State-Specific Tax Filings

$30 / Hour

Hire A Tax Accountant

Corporate, Personal, Property-Level (Including K1s) Tax Returns

Custom

Hire A Tax Accountant

DRE & IRS Audit Readiness & Support

Custom

Hire A Tax Accountant

as seen on

Real Results From Businesses Like Yours

"You all have been such a blessing for us. There are a lot of moving parts and we really appreciate all of OPTIMAL’s help."

Brandon F.
Durango, CO

"Congrats on the growth and expansion! The real estate and property management industry is in dire need of OPTIMAL’s service offerings."

Tracy C.
Chicago, IL

"OPTIMAL is a joy to work with. They very quickly onboarded me and their services met all of my qualifications. Their team was instrumental in helping us implement brand new software and greatly helped ease our learning curve for a successful integration. We would proudly recommend OPTIMAL and their Founder, Spencer."

Leslie S.
Knoxville, TN

"The OPTIMAL Team has been a steady and dependable partner during a period when my business has been growing and evolving, which I truly appreciate. Communication has been strong. Responses are clear and timely. I feel well supported when questions come up. When issues arise, they are addressed efficiently with appropriate follow-through. OPTIMAL is proactive around deadlines, particularly during year-end. Scope of work is consistent and aligned with my expectations. Work is high quality. Our Account Manager has been excellent, professional, clear, and reliable. I look forward to continuing our relationship."

Don C.
Hayward, CA

"I would recommend OPTIMAL to any business owner. This company has been there for me when I needed it most. They provide great service and the people who come alongside you to help with your business give 100%. You will not be dissapointed."

Helen C.
Colorado Springs, CO

"My Virtual Assistant has truly exceeded our expectations. She’s been such a breath of fresh air - calm, competent, and exactly the kind of support we were hoping for. We absolutely LOVE having her on the Team."

Christen M.
Charleston, SC

"Our Virtual Property Management Team Member is outstanding. A real star. She consistently stays on top of her daily tasks and reporting, responds promptly to both our team and the tenants, and always meets deadlines. She’s a fast learner and has proven to be a major asset to our operations. I feel confident managing our buildings with her on the team. Thank you again for bringing her on board, she’s been a fantastic addition."

Omar S.
New York, NY

"The OPTIMAL Team’s knowledge and attention to detail is outstanding. Thank you for all of your help and hard work."

John S.
Tampa, FL

"Thank you for all of your hard work and diligence in getting Buildium corrected. Our Account Manager is very much on top of our account and has been a pleasure to work with!"

Clayton H.
Pensacola, FL

"OPTIMAL is awesome. They respond professionally and quickly to all our inquiries. The person they assigned to our account is exceptional and very dedicated to providing us the best bookkeeping services. I would highly recommend OPTIMAL to anyone!"

David C.
Colorado Springs, CO

"Spencer and OPTIMAL have been great to work with over the past year plus. They always respond to my requests quickly and are fairly priced for the service they provide. They always try to go above and beyond to provide very detailed reports in an expedited manner. Spencer also does his best to give business and accounting advice whenever appropriate. I recommend OPTIMAL to any small business owner reading this."

Jeremy T.
Canyon Lake, CA

"The OPTIMAL Team does a great job and I love working with them! They have my full support."

Clinton B.
Bastrop, TX

"My experience with OPTIMAL has been wonderful. My initial conversation with Spencer was thoughtful and geared towards gaining an understanding of my business needs. It is my opinion that the first meeting set the tone for determining the right fit for the team that was created for my business. All three team members assigned to my account did more than complete assigned tasks. They identified opportunities for improvement and demonstrated initiative that was beneficial and a credit to OPTIMAL."

Candace W.
Chicago, IL

"OPTIMAL has built an incredible engine."

Blake J.
Franklin, TN

"Spencer, Thank you for the consulting call and excellent insight into our accounting operations. We had a good and productive discussion with our internal team and we want to move forward with the plans you outlined."

Carlos D.
Los Angeles, CA

"Our Account Manager is doing a great job. She is calm, understands what’s going on, and we are building a great rapport with one another."

Bruce Z.
Akron, OH

"Cannot rave enough about OPTIMAL, they are a great asset to our Company, very appreciative of their Team! Thanks again."

Nicolas K.
Phoenix, AZ

"Spencer has shown himself to be an honorable person with a good company. The Assistant Property Manager assigned to us is fantastic! She is a quick learner and likes to take initiative and use creativity! I also greatly appreciate her Team Leader and his knowledge of all the “technical stuff.” He has been very accommodating!"

Chris T.
Chicago, IL

"Spencer and his Team have been instrumental in helping us create focus and efficiencies within our business that has led to providing better services to our property owners. Thank you for all of your hard work. We are excited about the growth!"

Patrick H.
Tallahassee, FL

"OPTIMAL was diligent in cleaning up our books and executed things so that we were able to file our taxes quickly. OPTIMAL worked hard to get things done when we had a deadline, and for that - we are very grateful."

Andrea T.
Chicago, IL

"OPTIMAL - you are absolutely amazing at what you do. I am just floored at how fast you are and how you “get it” so quickly, it is phenomenal. Thank you so much!"

Leatha T.
Washington, D.C.

"My Virtual Assistant Property Manager has been doing an excellent job. She is very comfortable doing the daily tasks assigned. For example, emailing application packets to prospects plus setting up appointment times with them. She has also been a great help in scheduling vendor appointments with tenants and calling tenants who owe delinquent rent. I appreciate the daily reports that she sends out which provide a great summary of what she has accomplished. She is very proactive to accomplish all of her tasks in a timely manner. I enjoy working with her, and I am thankful to have her as an Assistant!"

Chenoa N.
San Jose, CA

"We have excellent communication with the OPTIMAL Team. When a friend asks me for a bookkeeping company, we don’t have any doubts when recommending OPTIMAL."

Tomas S.
Miami, FL

Schedule a free strategy call