NEW CLIENT INTAKE FORM

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 files will only be available online for 30 days so please make sure you save a digital copy for yourself.

NOTE: Your tax returns cannot be filed until you have either paid your invoice or returned the credit card “Payment Authorization Form”.  The “E-File Signature Authorization Form” must also to be returned to us before we can e-file your return.  You will find information about both of these items in the instructions section of the “Important Documents” link once you have logged-in. 

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