Terms of Service

These terms apply to your use of the Optimal Financials Plus website. By using the site, booking a consultation, or sending documents, you agree to them.

The website is informational

Content on this site is general information about our services. It is not tax, legal, or financial advice, and no client relationship is created just by visiting. Advice specific to your situation happens through an engagement with us.

Services and engagement

Bookkeeping, tax, payroll, and advisory services are provided under a separate agreement that describes the scope, fees, and responsibilities. Pricing shown or discussed is an estimate until confirmed in that agreement.

Your responsibilities

You agree to give accurate, complete information and documents. The quality of our work depends on it, and you are responsible for the accuracy of what you provide.

No guaranteed outcomes

We work carefully and professionally, but we cannot guarantee a specific tax refund, savings, or financial result — those depend on your circumstances and applicable law.

Limitation of liability

To the extent permitted by law, Optimal Financials Plus is not liable for indirect or consequential damages arising from use of this website. Our services are governed by their separate engagement agreement.

Governing law

These terms are governed by the laws of the State of Florida.

Contact

Optimal Financials Plus · Kissimmee, FL · (407) 572-4999 · optimalfinancialsplus@gmail.com