In this episode of The Enrolled Agent Advocate, host Brandy Spears sits down with David King, CEO of Optima Tax Relief, a leading tax relief firm. With over 12 years of experience in financial services, David shares how he built a client-first culture at Optima, focusing on customer service and creating a company where clients feel heard and supported through the tax resolution process.
David discusses his transition from the mortgage industry to tax relief, the leadership principles that shaped Optima’s growth, and how the “Client Comes First” approach is embedded into every aspect of their business. He also talks about how tax professionals can foster lasting relationships with their clients, and the future of customer service in the tax industry.
This episode is full of insights into leadership, customer service, and the importance of creating trust between clients and tax professionals. Whether you’re a tax pro working directly with clients or running your own firm, David’s approach to client relationships and leadership will resonate.
Why Listen:
Learn how to build a client-first culture in your tax practice
Discover the leadership principles that drive Optima Tax Relief
Hear how a focus on customer service can fuel growth in the tax relief industry
Get actionable advice on client retention, trust-building, and service excellence
In This Episode:
[00:00:00] Welcome to the Enrolled Agent Advocate
[00:01:10] Meet David King: From mortgage leadership to tax relief CEO
[00:02:50] The importance of customer service in financial services
[00:04:30] Transitioning from Secured Funding to Optima Tax Relief
[00:06:00] The power of a “Client Comes First” approach
[00:08:20] What makes Optima Tax Relief stand out in a crowded market
[00:11:00] How sales management practices in mortgage applied to tax relief
[00:13:00] Building trust: How to make clients feel heard and supported
[00:15:00] Developing leadership in your tax firm or company
[00:17:30] The future of customer service in the tax industry
[00:19:00] Advice for tax professionals looking to grow their practice
[00:21:15] What’s next for Optima Tax Relief and David’s vision for the company
[00:23:00] Final thoughts and takeaways on leadership and customer service
Notable Quotes
“The key to growth is making sure your clients always feel like they come first.” — David King
“In any service industry, if you’re not creating trust, you’re not creating clients for life.” — David King
“Building a client-first culture isn’t just about selling—it’s about long-term relationships.” — David King
“Customer service can be your strongest differentiator in a competitive market.” — David King
Our Guest
David King is the CEO of Optima Tax Relief, bringing over 12 years of experience in growing and leading financial services firms. With a focus on client-first principles, David played a pivotal role in shaping Optima’s success, establishing a culture of service excellence and client advocacy. Before joining Optima, David held a leadership position at Secured Funding, where he pioneered best practices in sales management in the mortgage industry. Today, David continues to lead Optima Tax Relief with a focus on innovation, customer care, and making tax relief accessible for individuals in need.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
David King