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Optimize Tax LLC - CPA Services, Accounting, Bookkeeping, Payroll, & Tax Preparation

Optimize Tax LLC - CPA Services, Accounting, Bookkeeping, Payroll, & Tax Preparation

Reviews Summary

Optimize Tax receives consistently excellent reviews for their professional, knowledgeable, and efficient tax services. Clients praise their attention to detail, promptness, and ability to maximize deductions while simplifying complex tax matters. Many highlight their responsiveness, clear guidance, and secure processes. The team is commended for correcting errors, offering valuable tips, and providing affordable, high-value service. Customers appreciate their flexibility, especially in last-minute situations, and their year-round support. Overall, they are highly recommended for both personal and business tax needs, with many clients returning annually due to exceptional service and results.

About This Listing

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.*

Contact Information

Address

21177 SE 6th Pl

Sammamish, Washington 98074

Visit Website Call Now Get Directions

Hours

Sunday 9AM-8PM
Monday 9AM-8PM
Tuesday 9AM-8PM
Wednesday 9AM-8PM
Thursday 9AM-8PM
Friday 9AM-8PM
Saturday 9AM-8PM

Customer Reviews

I have been using Optimize Tax LLC, for my personal and business Tax. Veni is very knowledgeable and trustworthy CPA. They were proactive in identifying tax-saving opportunities and strategies for me and my business. They offer clear guidance on the tax regulations and new tax provisions. They were available to answer all my questions and provide guidance throughout the year. They maintain client's confidentiality and have very secure portal to share information. I highly recommend them, you will save m

I had a pleasant experience with Optimize Tax in corecting teh mistakes that was done by a previous tax preparer . Vijay and team was very efficient in fixing all the errors and correcting all the returns in a very short time. Exceeded my Expectations and Highly recommend Optimize Tax !!!

I highly recommend Optimize Tax. Veni Raghavan is best of the best CPA.She is highly knowledgeable about all the different tax forms and guided me in every step and helped me file my 2020, 2021 and 2022 tax returns with the maximum refund I deserved. She has very well-defined process for the filing and portal is user friendly with highly secure. She takes time in explaining all the deductions and gives useful tips for the next year. She is smart, efficient and professional. Would definitely come back agai

I?ve had the best experience with Veni, she helped me get 501(c)(3) status within 2 months and has been taking care Om my account. She has been very helpful and would advise me on everything. I?ve had a very good experience working with her.

I use both their Tax filing and also tax consultation service and they do an amazing job! Helps me save money on both these services. They work with you to understand the details throughly and provide the best possible option. Tax can be complex as you deep dive into different choices and they make it look simple and easy.

Excellent working team. They have taken a great deal of stress out of filing my personal and small business taxes and been very flexible, responsive, and communicative along the way. She?s taken the time to answer my questions and made me aware of deductions I didn?t realize existed. I highly recommend her!

I have filed my taxes with Veni for last few years and she is detailed and accurate. She maximizes the deductions and files the returns on-time. I would highly recommend OptimizeTax

Amazing team!! They took me in last minute and handled everything quickly, professionally, and at a good price! I?ll be using Optimize tax every year

This is my 3rd year with Veni. She is very professional and prompt. Her tips has worked very well for my business. I would highly recommend her.

Excellent CPA firm. I have been filing taxes with them for couple of years now. Very professional and they guide you very well and tell you how you can save money and lessen your taxes. I would definitely recommend them.??????

Professional Taxation Consultants. Veni and Team are very detailed oriented, knowledgeable, prompt and deliver high value service.

I like Veni?s professional approach, knowledge over the subject especially about taxes and compliance. I pretty much happy about reasonable and affordable pricing.

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.

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