Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Optimal Financial Group Logo
Optimal Financial Group CB Rank
1433829
Heat Score
38
Optimal Financial Group is an accounting firm that focuses on tax law, tax preparation, tax accounting, tax planning, and real estate.
Founded
obfuscation
Private Williamsburg, Virginia, United States11-50 theoptimalfinancialgroup.com/
Accounting
Business Development
Finance
Financial Services
Insurance
Overview

Optimal Financial Group
Heat Score
38

Growth Score
pts
in past quarter
Heat Score 38
-15 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Optimal Financial Group

CB Rank
1433829
Optimal Financial Group is an accounting firm that focuses on tax law, tax preparation, tax accounting, tax planning, and real estate.
Founded
obfuscation
Private Williamsburg, Virginia, United States11-50 theoptimalfinancialgroup.com/
Accounting
Business Development
Finance
Financial Services
Insurance

Key People

  • Photo of Charlie Dombek
    Charlie Dombek: Founder and Partner
    Past Role: Ernst & Young, Tax Consultant, Tax Specialist, Tax Advisor

Details

Operating Status Active
Company Type For Profit
Phone Number +1 281-288-9982
Contact Email info@theoptimalfinancialgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tax Planning
Service focused on developing strategies to minimize tax liabilities and optimize tax outcomes for businesses and individuals.
Tax Preparation
Service that involves preparing and filing tax returns accurately and in compliance with tax regulations for individuals and businesses.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 14

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

51

IT Spend

$261.3KThis year, Optimal Financial Group is projected to spend $261.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Ruby on Rails Logo
Ruby on Rails
85
Clinical Services Logo
Clinical Services
78
Cyberwarfare Logo
Cyberwarfare
76

Active Website Tech Count

9Optimal Financial Group is actively using 9 technologies for its website, according to BuiltWith. These include SSL by Default, HSTS, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Optimal Financial Group's headquarters? Optimal Financial Group is located in Williamsburg, Virginia, United States.Who are Optimal Financial Group's competitors? Alternatives and possible competitors to Optimal Financial Group may include Grant Thornton, KPMG, and  Baker Tilly.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(d29fb2e 1)
|