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Optima Office, Inc.

Optima Office, Inc.

Reviews Summary

Optima Office receives consistently outstanding reviews for their professional, responsive, and reliable accounting services. Clients praise their expertise, efficiency, and ability to clean up and streamline financial processes. Many highlight the team's dedication, timeliness, and collaborative approach, often saving businesses significant time and money. The supportive, proactive nature of their consultants and the high-quality service at competitive rates are frequently mentioned. Long-term clients express strong satisfaction, recommending Optima for bookkeeping, strategic planning, and overall financial management. The team's energy, fresh ideas, and exceptional client care leave a lasting positive impression.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Non-profits
QuickBooks
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Non-profits
QuickBooks
Remote Services

Contact Information

Address

5120 Shoreham Pl #285

San Diego, California 92122

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Professionals are very dedicated and deliver excellent service. We found the accounting consultants from Optima to be extremely reliable and dependable. They are also well priced for the quality they offer which is excellent. We found them to save us multiples of what we spent by hiring them so definitely a 5 star rating.

Dana Sarbulescu and the Optima team supporting us at Cyth Systems are exceptional! Always providing the support we need and even looking out for us to make sure we are not "missing" something. Can't say enough!

We were looking to outsource our accounting services to offload some of the work from our staff and gain access to external expertise. Optima has provided us with accounting, bookkeeping, monthly/quarterly reporting, 1099 exporting, and year-end reporting services. Working with Optima, and Anastasia specifically, has been wonderful! The Optima team is great to work with ? they bring energy and fresh ideas to our organization. They are professional, timely, and consistently deliver on their promises. I woul

Happy client going on 5 years. Highly recommend Jennifer and her team.

"I wanted to express our gratitude for the exceptional support Optima Office has provided us. Your team's assistance has been invaluable during this critical phase of our growth." Thanks!

Thank you for all the support over the years. While this business may not have been a massive success like the AB-InBev acquisition of Ballast Point ;), the experience of building and selling it has been invaluable. Now that I?ve been through the process and learned what it takes, I?m ready to do it again?this time aiming for a few more zeros behind it!

I highly recommend Optima! Their flexibility and competence are second to none! Well organized & competent The first thing Optima did was to help us have a clean chart of accounts, which is the foundation for good accounting and management. Responsiveness, Responsiveness, Responsiveness! Our CPA is on our Slack, enabling a collaborative environment that has much benefited our business. e.g., answering our questions promptly and helping clear our issues. All around support Beyond accounting Optima also h

Working with Optima has be amazing, highly recommend.

I highly recommend Optima Office. They came in and efficiently cleaned up our books, strategized with us on our goals for the coming years and have implemented a great plan moving forward to achieve all of our business goals. Look no further.

Optima has calm pictures of the ocean all over the beautiful corporate office. Everyone who works there is very kind and helpful. Amazing people!

Loved working with our bookkeeper, Susan Cortellessa. She is super responsive and always completed our booked on time by the 10th of each month. Would definitely recommend having her on your account.

I highly recommend Optima Office. The accounting specialists here do great work. I am very pleased.

Exceptional accounting services and client care.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.