We have high call volumes. Most questions can be answered more quickly on our Help Center.

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Omar Financial Help Center

We have put together a list of some of the most frequently asked questions about our various Services. If you are unable to find the answer to your question or need further assistance please contact us , and one of our teams will be in contact with you as soon as possible.

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What should you do to prepare for your appointment?  To better serve you, Save time by Scanning and sending a pictures of your tax document to Omar Financial a day before your appointment.

send your income statement documents W2, 1099 directly and safely to your Tax Preparer

Send documents to Omar Financial

Send your sensitive documents safely to your Tax preparer.

Accepted documents format
.pdf .docx .xlsx  .jpeg .jpg .png 

Tax Documents

You can request copies of your tax returns documents from the most recent 4 tax years.

Remote Tax Service

After Booking your Remote Tax service and your Appointment confirmed, We'll send you email with all information and details you need to connect with us.

You need to download and install Zoom App to connect with Omar Financial 

Google reviews

Our goal is to provide the very best service and we are always looking for ways to improve. 
We would love to hear your feedback and we would be grateful if you could write a quick Google review for us.