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.

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  1. Send the completed Engagement Agreement back using the link below.
  2. To expedite the process include a recent copy of your tax return and W-2’s.
  3. We cannot begin the process until we have a completed ACH Agreement for payment so please read it carefully and fill it out entirely.
  4. We will follow up once we have the above items to go over next steps.

Send us your completed Agreement form and most recent Tax Return

Use our secure link and we will confirm when we get your files

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