Our Core Values

Optima is now the leading tax resolution firm in the country. As we’ve grown, it has become more and more important to explicitly define the core values from which we develop our culture, our brand, and our business strategies. These are the ten core values that we live by:

  • AIM FOR EXCELLENCE
  • Every client. Every time. No exceptions. No excuses.

  • EARN TRUST
  • Be transparent, empathetic and communicate expectations.

  • LEAD OUR INDUSTRY
  • Lead our industry forward with our ideas, technology and results.

  • EMBRACE CHANGE
  • Adapt quickly and seize opportunities.

  • INSPIRE A POSITIVE TEAM
  • Respect, recognize, contribute and have fun.

  • BE ABLE
  • Reliable, dependable and credible.

  • STAY COOL
  • Stay cool, calm and collected. Listen, think, and only then respond.

  • TAKE RESPONSIBILITY
  • Take responsibility for your actions. Own them.

  • GOALS
  • Set. Strive. Meet. Exceed.

  • BE A LIFE LEARNER
  • Pursue knowledge, passions and personal growth.

Living by these values creates the type of environment we all desire: an environment in which we exceed the expectations of our customers and those of each other, where we don’t just highlight few outstanding cases, we put people’s mind at ease.