Optimize Accounting Solutions is a local full-service boutique CPA firm in the Bay area. We provide Tax, Consulting, Accounting, Compliance, and Business Support services to small – mid-size businesses and high-net-worth individuals. Some of the services we provide include Consulting, Tax Compliance, Tax Planning, Rev-Rec, general accounting, bookkeeping, CPA/ CFO services, Tax representations in front of IRS, FTB, and CDTFA, and help resolve client’s tax problems. We strive to deliver quality and timely service to our clients consistently. We accomplish this by learning together and using new technology to become more efficient in supporting our clients and their business in the best way possible and investing in the right talent.
We provide meaningful careers for all of our employees and foster an environment that allows a stable work-life balance with the opportunity to grow within the company.
If you enjoy working in a CPA firm environment and are ready to contribute your education and experience in the field of taxation and accounting, then Optimize Accounting Solutions is right for you. In addition, if you enjoy working in a team atmosphere to get projects completed at the highest quality and quantity possible, then the Optimize accounting solutions is the place to begin this journey.