Optimum Strategies - Rocklin, California

Introduction to Optimum Strategies

Optimum Strategies, located at 5701 Lonetree Blvd, Rocklin, CA 95765, United States, is a reputable tax preparation service with a proven track record of providing exceptional service to its clients. The company, led by experienced professionals, has gained a solid reputation for being responsive, knowledgeable, and affordable. With a strong emphasis on customer satisfaction, Optimum Strategies has become the go-to choice for many individuals and businesses in need of tax preparation and financial advice.

Specialties and Points of Interest

Tax Preparation Service

Optimum Strategies specializes in offering comprehensive tax preparation services to cater to the diverse needs of its clients. Their expertise spans various aspects of tax planning, including individual and business taxation. The company's commitment to staying up-to-date with the latest tax laws and regulations ensures that clients receive accurate and timely assistance.

Other points of interest at Optimum Strategies include a wheelchair-accessible parking lot and entrance, making the facility accessible to all clients. It is highly recommended to schedule an appointment prior to visiting the office to ensure a seamless experience.

Client Reviews and Testimonials

Optimum Strategies has garnered a impressive 5/5 average rating based on 5 reviews on Google My Business. Clients consistently praise the company for its exceptional service, responsiveness, and affordability. Many have also mentioned the friendly and knowledgeable staff, which contributes to a positive and stress-free experience.

One notable testimonial states, "I've been using Scott Mehren and Optimum Strategies now for about 5 years for tax preparation. Scott & staff are incredible. They are very responsive, knowledgeable, and affordable. I have referred many friends and family to Optimum Strategies and they have all had positive experiences. Can't ask for more than that."

Conclusion and Recommendation

👍 Reviews of Optimum Strategies

Kathi R.

5/5

I've been using Scott Mehren and Optimum Strategies now for about 5 years for tax preparation. Scott & staff are incredible. They are very responsive, knowledgeable, and affordable. I have referred many friends and family to Optimum Strategies and they have all had positive experiences. Can't ask for more than that.

Chris W.

5/5

I used Scott from Optimum Strategies to do my taxes which were a little more complicated than recent years. He helped me file both federal and state returns and did an excellent job getting it all done and the proper paperwork together. He was good to work with and I would highly recommend him and this office to anyone looking to get their taxes done!

Cliff A.

5/5

We are very pleased with both the professional and friendly service. Everyone in the office is both pleasant and caring ... always asking how we are doing. The excellent attention to details regarding our taxes is always obvious.

Thanks again ... a pleasure doing business with them

Rebecca S.

5/5

They are the greatest. Great staff. They get to know their clients.

Dalene L.

5/5