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Optimal Approach, LLC profile image
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Optimal Approach, LLC

Given my years of public accounting, financial advising, and business ownership, I have a deep understanding of the many challenges of business ownership operations from firsthand experience. I use my experience to provide you with ideas for business improvements and income tax reduction strategies.

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What do you love most about your job?

I love helping people. Whether that is better understanding tax rules or implementing strategies to reduce taxes, I am always to invest whatever time is necessary to make sure you are recieving the level of service you desire and deserve.

What inspired you to start your own business?

The ability to provide excellent service at a lower cost. Working for an a larger accounting firm results in a higher billing rate. That is just a function of the industry. As a small practice I am able to control my overhead and pass those savings along to my clients.

Why should our clients choose you?

I go above and beyone to provide my clients with the best service possible. In addition, given my lower overhead, I provide my services at a cost that is significantly lower than other accountants with my years of experience. I hope those two things combined, makes a difference for every one of my clients, large and small.

Can you provide your services online or remotely? If so, please add details.

I am happy to spend as much time with my clients as may be necessary, but with today's technology it is no longer necessary to meet face to face. I use Zoom to have personal meetings online, and I use a tax portal to send and receive documents securely.

What changes have you made to keep your customers safe from Covid-19?

Over 90% of our meetings are done remotely. When we do meet at my location, weather permitting, we meet outside alongside the pond at our development. Otherwise we meet at a local coffee house that has strong Covid practices.

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Reviews

5.00/5.00

based on 12 reviews

The average rating for Bark Tax Accountants in Evanston is 5.00, based on 12 reviews.

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