Services for Individuals

Optimum Financial

Income Tax Returns

We undertake the preparation and submission of personal income tax returns, reviewing all relevant data to ensure accurate assessment and to avoid errors or omissions. We examine income, imputed expenses, deductions, charges, and special cases, providing responsible guidance and a clear picture of the outcome before final submission.

Debt Arrangements (DOY, EFKA)

We provide support for debt arrangements with the Tax Office (DOY) and EFKA, aiming at selecting the most suitable arrangement and restoring tax and insurance compliance. We assess available options, requirements, and installment plans, explain the implications, and ensure that the process is completed in an organized manner, helping maintain tax clearance and avoid further financial burdens.

Property Advisory

Real estate ownership creates important tax obligations and requires proper management, especially in cases involving rental income or changes in the E9 form. We provide advisory services for accurate property declaration, management of tax matters related to rental income, and all necessary actions to ensure full compliance with the Independent Authority for Public Revenue (AADE).

We provide tax support for procedures involving parental gifts, property transfers, and inheritances, where proper preparation, documentation, and evaluation of tax implications are essential. We guide clients through each required step, collaborate with notaries when necessary, and ensure that all actions are carried out safely, legally, and without hidden risks that could lead to future financial burdens.

“At Optimum Financial Strategy, we responsibly and consistently manage all your tax and financial matters. We ensure proper compliance with your obligations, provide clear guidance, and handle every procedure in a timely and efficient manner, so you can feel confident and secure. You focus on your daily life, knowing that your finances are in reliable and experienced hands.”

~ Giannis Gogoulos

Services for Individuals

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OPTIMUM FINANCIAL STRATEGY

A dynamic consulting firm delivering high-quality advisory services across the most critical areas of business activity.