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Our software solution is designed to streamline capturing and storing data for investors and entities.

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Advisory

FATCA, CRS and US Tax advisory from US Lawyers and Accountants with specialised knowledge.

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FATCA, CRS & US Withholding Tax

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Optax is a specialist FATCA, CRS and US withholding tax service provider. We offer great value advisory, compliance and US Tax Form validation services.

Coming Soon: New Form W-9

Coming Soon: New Form W-9

The IRS released a new draft Form W-9 with an intended release date of October. The form includes a new line 3b which...