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Optimize Accounting Solutions

Fremont, California, US

(6)
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About

Optimize Accounting Solutions is a local CPA Firm providing business service to small businesses and individuals. Our goal is to support clients towards success and dedicated to understand their business to help us them support best way possible.

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Reviews (6)

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5/5

6 customer reviews

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14 May 2019

This was my first year for filing the taxes by myself. And I was not sure if I would be able to take care of it. I went to Pam and she took care of everything. All I had to do is provide her all the information and nos. She also took care of my business taxes which I was filing first time this year. She is always available on phone if you have any questions and if she miss your call, she makes sure that she calls you back. And I hardly went to her two times and my taxes was done by then. I highly recommend her. More...

Reviewed on Google Maps

2 April 2019

I've been dealing with Optimize Accounting Solutions for a couple of years now. The tasks they handled for me included two tax returns, plus accounting issues related to the sale of my successful Internet retail site in late 2017. Pam Brar is not only knowledgeable and highly experienced, but I find her a true pleasure to deal with. I appreciate that she is honest, above all else. I don't want to pay a CPA to do my tax and accounting work, unless I can rely that she is totally above board and doesn't try cutting corners to get me a few more bucks in reduced taxes. The worth of a $50 reduction in some tax category pales by comparison to the inconveniences that a taxpayer might have to go through in an IRS tax audit, if a tax preparer or CPA gets caught fudging on their tax return.For the past two years, Pam and her staff have saved me $$$, by knowing all the tax details that i never knew about, or applied, when I used to do my own taxes with TurboTax. I shudder to think how much I could have saved during my 15 years in business, if I hadn't been a tightwad and insisted on doing my own taxes with TurboTax. I'm sure the savings would have totaled many thousands of dollars.I highly recommend Optimize Accounting Solutions as a resource for use by small to mid-size businesses and by private parties who have reasonably complex tax-return needs! And, if you're looking for someplace that will do questionable or dishonest things, just to save you a few bucks, this isn't the place! More...

Reviewed on Yelp

23 July 2018

Excellent accountant. Very organized bookkeeping and accounting.

Reviewed on Facebook

30 March 2018

Pam did a great job on my taxes. I have some non-standard items (foreign company stock, rental property, etc), and she fixed what my last guy had been doing wrong. She is also very affordable. Highly recommend. More...

Reviewed on Yelp

28 May 2017

I have been filing my Business Tax Returned with Pam for past 2 years. She explains and answers all my questions with patience and clarity (most CPA do not). Pam's guidance has help me navigate through some rough patches in 2015. She will continue to earn my business. I highly recommend Pam for your personal and business tax filling. More...

Reviewed on Google Maps

16 February 2017

Pam is a very thorough and professional CPA. I had personal and small business taxes to file for 2016 and she made sure that all my questions were answered. She guided through my first time of filing taxes as a sole proprietor business owner and went the extra mile on things. Definitely would do business with her again. If you need any accounting or tax services then look no further. More...

Reviewed on Yelp

Q&As

Our services include Tax Preparation, Tax Resolution, Tax Planning, Tax Audit Representation, Accounting, Business consulting services and QuickBooks Support to small businesses and individuals.
Our accounting services are customized based on clients needs. These may include bookkeeping to prepare tax returns, audit support or tax resolution. Bookkeeping services on monthly / Quarterly and yearly basis. Some of our client have their own accounting staff to do daily bookkeeping work and need us to complete month end work and review as well as support them on going basis.
Most of our accounting services are done remotely from our office in Fremont.

Services

IRS / FTB/ EDD/ BOE Audit support and representation
Resolve Tax Debt thru OIC and Installment plans
Release tax levies
Resolve IRS/ FTB/ EDD/ BOE Notices

Tax Preparation for Corporations, Partnerships, Limited Liability company (LLC), Sole Proprietors, Individuals, Estates