About Us

About Optimum Financial and Tax Services

Optimum Financial and Tax Services is a Tax Resolution and Accounting firm.

Yvan Maxi, President of Optimum Financial and Tax Services
Yvan Maxi, Founder & CEO

Yvan Maxi is the founder and President of Optimum Financial & Tax Services, Inc. He specializes in Accounting, Bookkeeping & Tax Services for small businesses with less 50 employees, and tax preparation and tax resolution for individuals.

Yvan graduated with a Bachelor of Science Degree in Accounting with a minor in Business. He worked as a financial officer for Goodwill in New York City until 1997 when he left to pursue entrepreneurial aspirations. In 1998, Yvan founded OFTS, a Tax & Financial planning firm. Yvan is certified as a registered Financial Consultant, an IRS Enrolled Agent, an Accredited Tax Advisor (ATA), an Accredited Tax Preparer (ATA), a certified QuickBooks consultant.

Yvan’s goal at OFTS is to offer tax payers a viable alternative when it comes to tax preparation and tax resolution. His belief is that tax payers deserve to be coached on how to lower their tax exposure and have their questions answered by a knowledgeable tax professional. OFTS is readily becoming a known name in the tax preparation and tax resolution industries for bridging quality and competency back into the tax preparation business.

Yvan is a proud member of the Better Business Bureau (BBB) A+ rating, Elizabeth Chamber of Commerce, National Society of Accountants (NSA), American Society of Tax Problem Solvers (ASTPS) the National Association of enrolled Agents (NAEA), the National Association of Tax Professionals (NATP), the National Association of Black Accountants (NABA).

Yvan believes in that continued education and affiliation with strong professional organizations are a key success in any profession. He has received numerous honors including the Award of Excellence from the Haitian Bethany Baptist Church, the Union County College in field of Accounting, the Gold Starter award from Mutual of Omaha.

He served as board member and Church Treasurer for 12 years at the Haitian Bethany Church; as Co-chair of the Men’s Association for 6 years; and as a Sunday School Teacher for 8 years.

Yvan has engaged in numerous Public Speaking Engagements – he has presented Biblical Financial Stewardship Worships at churches throughout the state. Born in Haiti, Yvan has lived in New Jersey for the past 27 years.

 

Member:

Better Business Bureau A+ Better Business Bureau
National Society of Accountants National Society of Accountants
National Association of Tax Professionals National Association of Tax Professionals
Certified Quickbooks Professional Advisors Certified Quickbooks Professional Advisors
National Association of Enrolled Agents National Association of Enrolled Agents
National Assoc of Black Accountants National Association of Black Accountants
Elizabeth CoC logo Elizabeth Chamber of Commerce
Latino Tax Professionals