Your needs are not singular, and neither is the way we work.
Our proactive planning team takes a holistic approach to ensure we are serving you with all of your goals in mind. We create opportunities and outcomes instead of reacting to them. And we walk with you and guide you through your planning journey every step of the way.
Whether you are in need of personal planning or business tax planning, our team structures the right path for you. The expertise we each provide gives you the confidence that the right solution is being crafted and implemented for the highest level of success.
You can expect from us an initial meeting to understand your goals and needs, followed by our expert recommendations and a tailored plan. Through the use of technology, you will find efficiencies and accuracy and a promise to meet with you regularly to monitor your results and adjust to any changes in your life or business.
With three proactive planning service level options available, you can rest assured that we’ll find the right fit for you. Your success is our success and we take that very seriously.
Parmjit (Pam) Brar has been working as a licensed Certified Public Accountant (CPA) and Tax Strategist in California since 2011. After graduating with a Bachelor of Science Degree in Business Administration with a concentration in Accounting from California State University Stanislaus in 2006, Pam gained working experience with the California Department of Tax and Fee Administration, Deloitte, and various other high tech companies in the Bay Area.
Along with her work experience, Pam is dedicated to her continuing education by participating in well-respected training and mentoring programs to ensure she is providing the best support and tax strategies to her clients.
Seeing a need to help business owners and professionals save money on their taxes, she founded Optimize Accounting Solutions in 2014. Her commitment to finding the best tax strategies for her clients is a core part of her mission, and she is dedicated to keeping up with the latest education and technology to create an ethical and efficient atmosphere within her firm.
When she’s not saving her clients money, she enjoys spending time with her husband, Gurmeet, and kids, Navraj and Joben. Living in the Bay Area, she tries to escape to the water during her free time, but also loves a quiet night in watching a juicy medical or law drama.
As a dedicated financial planner with over 18 years of experience, Samuel OcegueraI specializes in guiding high-income individuals and small business owners towards achieving their financial goals. His passion for finance is matched only by his commitment to understanding the unique challenges his clients face.
Samuel is a Retirement Income Certified Professional with expertise in wealth management and retirement planning. Because he believes financial success goes beyond numbers, Samuel understands the importance of creating a legacy and achieving peace of mind. He works closely with his clients, providing clear insights and actionable plans, to empower them to make informed financial decisions. His ultimate goal: to have clients thank him in their retirement speeches!
Outside of his practice, Samuel enjoys Brazilian Jiu Jitsu, lifting weights and coaching his kids’ sports teams, all of which help him maintain a balanced perspective and better serve his clients.
Samuel is fully dedicated to building lasting relationships based on trust and transparency, and is excited to help others navigate their financial journey.
Juliana Caro is a dedicated Client Success Manager at Optimize Accounting Solutions, where she plays a crucial role in enhancing client relationships and delivering tailored solutions.
Juliana’s extensive background includes roles as a marketing intern, cash reconciliation specialist for retail operations, and health information management specialist within hospital environments. In addition, she has experience in the hotel/hospitality industry. This diverse expertise equips her with a strong foundation in critical competencies in client engagement and strategic problem-solving.
With a commitment toward excellence and ability to foster lasting client partnerships, Juliana is an invaluable member of the team. Having already earned a degree in Business Administration, Juliana is currently advancing her expertise by pursuing an accounting degree so she can further help her clients succeed.
Outside of her professional pursuits, Juliana is an enthusiastic traveler with a passion for discovering new places and embracing diverse cultures. Her love for the outdoors inspires her to hike regularly and maintain an active lifestyle through various fitness activities. Additionally, she enjoys makeup and sharing her creative expressions on social media. Juliana also has a deep appreciation for live music, often attending concerts to immerse herself in the vibrant energy and excitement of shared experiences.
Our expert team specializes in strategic tax planning to minimize liabilities and maximize savings, ensuring your financial success and peace of mind.
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