Optimum Advantage Agreement
Please fill in this basic information and click submit to download your Agreement. We look forward to helping you optimize your taxes and being a resource! Call if we can help.
- Send the completed Engagement Agreement back using the link below.
- To expedite the process include a recent copy of your tax return and W-2’s.
- We cannot begin the process until we have a completed ACH Agreement for payment so please read it carefully and fill it out entirely.
- We will follow up once we have the above items to go over next steps.