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Reviews Write A Review Rebecca Donalson, 08.27.2020 ★★★★★ Customer We began our relationship with Shannon of TaxPros in 2015 and were encouraged to proceed with LifeStyles (even before they were vendors). We had a great relationship with Shannon and he helped us navigate the beginnings of our real estate investing journey. Now, we’re happily continuing…

Contact Us Get in Touch with Us Texas Address21021 Springbrook Plaza Dr. Suite 160 Klein, TX 77379 Phone(281) 288-9982 Fax(866) 377-6343 Infoinfo@theoptimalfinancialgroup.com Schedule a consult with Jamie Finnen-Gratzer: EA, Owner To set an appointment, please select one of the following: Initial Consult Phone Meeting In Person Meeting Please Use the Form Below to Send us…

Client Resources Forms & Questionnaires for Clients New Client Intake Form- Business Entity Structuring New Client Intake Form- Individual Client Portal The Optimal Financial Group Client Portal is where you can log-in and upload your tax documents and access your current year filing. Follow the instructions on the email you received to log in. These…

Our Team Efficient Team of Tax & Accounting Specialists Jamie Finnen-Gratzer, E.A. – Owner Jamie Finnen-Gratzer is the Owner of Optimal Financial Group. She began her career with the firm in 2009, joining in 2013 as an associate. Jamie is a sought after speaker at financial and real estate investment workshops throughout the United States.…

Our Services General & Specialized Accounting & Tax Calculations General Accounting Small Business Accounting – Many accountants are not trained for small business accounting and only prepare taxes. Many small businesses cannot afford full-time in-house bookkeepers. We enjoy paying attention to details and offer professional guidance with extensive knowledge of preparing financial statements to all…

For real estate Professionals Why Is the Optimal Plan So Important The philosophy and approach we take to financial planning is ever more important to the real estate investor. Real estate investors typically have heavy responsibilities, which leaves little time for keeping up with your financial affairs. As a result, you are left to rely…

Dentists Financial Planning for Dental Practitioners Why The Optimal Plan Is so Important The philosophy and approach we take to financial planning is ever more important to the dental practitioner. Dentists typically have heavy clinical responsibilities, which leaves little time for practice management and much less for keeping up with your financial affairs. As a…

Choosing Advisors Wisely Choose a Team Best Suited for You Your Financial TeamTake a moment and think about how your financial team works with you. Almost all insurance agents, financial planners, asset managers, accountants, and attorneys work independently of one another, and most fail to communicate with each other when advising you. Does this sound…

The Optimal Plan Get Started with Your Optimal Plan Nearly all of our clients go through a comprehensive planning program where every aspect of their financial life is engineered by our Network. This seamless approach ensures that you receive consistent advice that is unbiased, independent, and best suited for you. As a fee-based organization, we…

WE ARE DIFFERENT. Our Client’s interests come first in everything we do.– The Optimal Financial Group Tax Planning firm specializing in tax preparation, tax mitigation & planning, asset protection, risk management & wealth accumulation Contact Us Financial Planning Tailored to the Needs of Your Business GENERAL ACCOUNTING Learn More Payroll Services Learn More FINANCIALS Learn…