- 969 Pine Street Grand Rapids, MI 49503
- 505-273-7702
- info@topstpa.com
Contact Us
Contact
Connect With Our Team
Let's talk through your business and what's possible.
Whether you are a business owner exploring advanced retirement strategies, a financial advisor or CPA considering a referral partnership, or an existing client with a question about your plan, our team is ready to help. We respond to all inquiries within one business day.
Get In Touch with Us!
Main Office
- +1 505-273-7702
- Available Monday through Friday, 8:00 AM to 5:00 PM Mountain Time
- info@taxoptpa.com
- All inquiries are routed and answered within one business day.
LA Office
- +1-(309) 266-5586
- Wellbird@mail.com
- 507 S 1st Ave Morton, Illinois(IL), 61550
Complete the form below and a member of our team will respond within one business day.
Prefer to Schedule Directly?
If you would rather move straight to a conversation, schedule a 30-minute discovery call directly with our team. We will discuss your business, your current tax position, and whether an advanced retirement plan structure may be the right fit.
Existing
Client?
If you are an active Tax-Optimized Planning Solutions client with a question about your plan, an upcoming filing, or a recent invoice, please contact your assigned plan administrator directly using the contact information they provided at engagement, or call our main office at 505-273-7702. For time-sensitive compliance matters, please mark the subject line URGENT and email info@taxoptimizedsolutions.com.
