Your Reliable Business Partner
At Optimize Accounting Solutions, we are committed to providing personalized and optimized accounting and tax services to small businesses and individuals in the Bay Area, California. Our team of experienced professionals, led by Founder and CPA Parmjit K. Brar, are dedicated to understanding the unique needs of each client and providing tailored solutions to help them achieve their financial goals.
Our Services
We offer a comprehensive range of accounting and tax services designed to meet the specific needs of startups, small to mid-size companies, and individuals. Our services include:
- Accounting Services: General accounting, bookkeeping, consulting, revenue recognition, and part-time CFO services
- Tax Services: Tax preparation, planning, and compliance, including income tax preparation, tax compliance, and reporting for various forms of entities
- QuickBooks Services: Setup, consulting, training, and cleanup services
- Individual Services: Tax preparation and planning, tax audit support, and representation
- Covid-19 Related Services: PPP and EIDL loans, PPP loan forgiveness, and Covid-19 related grants support
Our Philosophy
We care about our clients' success and are dedicated to understanding their businesses and operations, as well as their industries. We believe in developing long-lasting relationships with our clients and partnering with them to support their business goals. Our mission is to serve our clients with commitment, integrity, and efficiency in mind.
Our Resource Center
Our resource center is designed to provide valuable information and resources to our clients, including tax and business resources, financial accounting standards board, and other accounting and financial resources.
About Our Founder
Parmjit K. Brar, CPA, is the founder of Optimize Accounting Solutions and has over 10 years of accounting and tax experience in public accounting. She is a CPA licensed in California since 2011 and has experience working with the California State Board of Equalization, Deloitte, and various high tech companies in the Bay Area.
Overall Experience
All the reviewers have had an exceptional experience with Optimize Accounting Solutions and Pam Brar, with a consistent 5-star rating across all reviews.
Pam Brar's Expertise and Professionalism
The reviewers praised Pam Brar's expertise, professionalism, and guidance in handling their tax and accounting needs. She is commended for her ability to explain complex concepts in a clear and concise manner, making her clients feel comfortable and informed throughout the process.
Efficient Communication and Collaboration
The reviewers appreciated the efficient communication and collaboration process developed by Pam and her team, which made it easy for them to provide required information and access their financial documents securely.
Personalized Service and Attention to Detail
The reviewers were impressed by the personalized service they received from Pam, who took the time to understand their unique financial situations and provided tailored solutions to their tax and accounting needs.
