Optimo Tax Services

Optimo Tax Services, based in Addison, IL, provides a variety of tax and financial services through a secure technology platform powered by CountingWorks Inc. Their offerings include features such as eSign, file sharing, and appointment scheduling, all designed to enhance user experience while ensuring the protection of client information.

Committed to safeguarding user data, Optimo Tax Services emphasizes the importance of compliance with applicable laws and safeguards client content. They operate under a framework that allows users to maintain ownership of their data while enabling necessary functionalities through provided permissions.

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