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Help Center Frequently Asked Questions

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

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Sign up for Omar Financial My Portal Account

Sign up for Omar Financial My Portal Account

How to Create your Online Client Portal

To start off, please complete and send this form to receive an invite to our secure portal. Make sure you provide us with an accurate email address. This will be your Unique ID to login as well for resetting your password incase you forget it in the future.

Activation link

You will receive an email invitation from us to activate and create your account.

Please click on the activation link to setup your password.

                                              Omar Financial

                                              Our goal is to provide the very best service and we are always looking for ways to improve. 

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                                              File your Tax remotly - Drop-Off Service Now Available!

                                              Our remote filing service allows you to Send, receive your tax documents, connect with a Tax preparer, and receive your completed return and many more! without ever having to leave your home.  

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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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                                              Have a question? We’re happy to help!