Optitax, davčno svetovanje, Uroš Lovišček s.p.

Optitax Financial: Your Partner in Financial Growth

At Optitax Financial, we are dedicated to providing experienced financial guidance to help you achieve your dreams and secure your financial future. Our team of professionals offers a wide range of services designed to empower you and your business to grow, succeed, and thrive.

Our Comprehensive Services

We cover all aspects of financial planning, including:

• Coaching Programs: From mindset to cash flow, we offer comprehensive support that touches on health, finance, and overall well-being to position you for success.
• Cash Flow Planning: Our strategies provide a clear picture of your business’s financial future, helping you navigate through periods of uncertainty.
• Investment Planning: We tailor our advice to your unique situation, delivering insights that help you make informed decisions to enhance your growth potential.
• Research & Strategy: We craft detailed business plans, including market analyses and financial projections that guide your business endeavors.
• Budget Planning: Our team advises you on effective budgeting practices to ensure you manage your financial affairs efficiently.
• Tax Planning: We provide strategies aimed at optimizing your tax obligations, aligning them with your financial goals.
• Company Evaluation: Our thorough assessments of your business’s financial health help determine its overall value and investment potential.
• Entry Gate to Slovenia: For foreign investors, we facilitate the company formation process and manage investment opportunities to ensure a smooth transition to Slovenia.

Our Philosophy

We believe in leading through service, going the extra mile, and taking extreme ownership of every task. Our core values drive us to always deliver beyond expectations, inspiring both ourselves and our clients to strive for better outcomes.

Meet Our Team

Located in Kranj, Slovenia, our team comprises dedicated professionals including accountants, financial planners, and investment advisors, all committed to helping you navigate your financial journey.

Learn and Grow

Take the first step toward financial security today! We invite you to explore our resources, including the book "Backing Your Dreams," written by our CEO, Uroš Lovišček. This guide encapsulates 20 years of expertise in helping businesses thrive, aiming to equip you with the knowledge to avoid common pitfalls.

Get in Touch

Connect with us at Optitax Financial to start planning your financial future. Together, we will unlock the path to achieving your aspirations.