Discover why our clients trust and recommend us! See their glowing reviews and heartfelt testimonials about their experiences with us.
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Ben S.
2024-04-08
Verified
I've been working with Pam at Optimize since I moved to the bay in 2020. I was new to the world of Silicon Valley, equity grants, and stock options and was nervous about the tax implications of these things. Pam has been great to work with and has made it very easy on me and my family. I am so grateful to this firm and intend to remain with them for the foreseeable future.
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Joan S.
2022-07-13
Verified
They answered promptly and referred me to their offices in Castro Valley. When I'm ready for the services they offer, I will make an appointment. Thank you for your help.
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Sonny P.
2021-07-29
Verified
For my business, I have worked with large firms and one man c.p.a.s. in the past with mixed results. Earlier this year I interviewed 5-6 different firms to take over from one of the aforementioned. I shared details and projected workloads to all I interviewed. I landed with Optimize. Specifically Pam. With her team she has developed an efficient, secure way to communicate and collaborate with client and firm. Optimize has cleaned up, updated and filled several years of taxes/bookkeeping. After all the heavy lifting was done, her team helped me gather the massive amount of books, records and documentation to apply for an SBA commercial property loan. Got the loan! I can't tell you how helpful Optimize has been. Now that we have good trust established, I feel I can focus on the numerous tasks of running and growing a business.
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Jayashree K.
2019-05-13
Verified
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.
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Del T.
2019-04-03
Verified
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!
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JohnCara G.
2018-03-30
Verified
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.
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Ryan C.
2017-02-16
Verified
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.
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jesus manzano
Trustindex verifies that the original source of the review is Google.
We always thought we had a good handle on our taxes until we started working with Pam Brar at Optimize Accounting Solutions. Pam took our tax strategy to the next level with her thorough planning and attention to detail.
In 2023, we were expecting a hefty tax bill of $110,000, but thanks to Pam’s strategic planning, we only ended up paying $62,905, a savings of $47,095! And the best part is that our savings don’t stop there. With Pam’s forward-thinking strategies, we’re looking at saving another $185,000 in 2024, for a total tax savings of $232,095 over two years.
Pam also helped us take advantage of investment opportunities that will bring in an additional $388,145 in returns. Between the tax savings and smart investments, our total financial benefit is projected to be over $620,000.
We can’t emphasize enough how invaluable this tax planning has been for us. We’re not just saving on taxes—we’re securing a brighter financial future for our family and our business. Pam’s expertise has been essential to our success, and we highly recommend Optimize Accounting Solutions for anyone looking to maximize their financial potential.
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Sakshi Khurana
Trustindex verifies that the original source of the review is Google.
Absolutely stellar service! They go above and beyond with their expertise, professionalism, and attention to detail. Highly recommended for anyone looking for reliable and top-notch accounting solutions!
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Daniel Tapia
Trustindex verifies that the original source of the review is Google.
Such a great firm! 😀😀😀 love doing business with them.
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Jayashree Kamble
Trustindex verifies that the original source of the review is Google.
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.
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Paul Patel
Trustindex verifies that the original source of the review is Google.
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.
