Optimize Accounting

Accounting for Legal Practices · California, United States · 1-10 Employees

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Overview

Headquarters

39812 Mission Blvd Ste 115, Fremont, Cal...

Phone Number

(510) 766-0221

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Optimize Accounting

Optimize Accounting Solutions is a trusted tax planning and accounting firm based in California, focused on helping clients save on taxes and build wealth. They offer a wide range of services including advanced tax planning, business consulting, and income tax preparation for individuals and businesses. Their target clients include individuals, business owners, nonprofits, and estates seeking financial security and optimized tax savings. With a commitment to high ethical standards and years of experience, they provide customized tax strategies tailored to each client's needs.Explore more
Optimize Accounting's Social MediaPopular SearchesOptimize AccountingOptimize Accounting SolutionsOasataxOptimize Accounting Solutions PCOPtimAIzeSIC Code 72,729NAICS Code 54,541Show more

Optimize Accounting Org Chart

PhoneEmail
LD
United States flag for contact location.

Senior Tax & Accounting Associate

PhoneEmail
PB
United States flag for contact location.

Tax Strategist & Founder, Cpa & of Optimize A...

PhoneEmail
JB
United States flag for contact location.

Admin and Marketing Assistant

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Optimize Accounting, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optimize Accounting

<$5M
1-10
Private
<$5M
2014
LD
Lokesh DudejaSenior Tax & Accounting Associate
<$5M
1-10
Private
-
-
AS
Abi SchmeltzerManager, Operations
<$5M
11-50
Private
-
1995
<$5M
1-10
Private
-
1985
AT
Araceli TorresAdministrator
<$5M
1-10
Private
-
1988
<$5M
1-10
Private
<$5M
2008
MO
Michael O'SheaChief Financial Officer & Controller
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Optimize Accounting is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Optimize Accounting is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Optimize Accounting.

Optimize Accounting financials insights

Gather financial insights about Optimize Accounting, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$73K

See All Optimize Accounting's Financials Insights

Optimize Accounting Tech Stack

A closer look at the technologies used by Optimize Accounting

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Optimize Accounting

What is Optimize Accounting's official website?
Optimize Accounting's official website is www.oasatax.com
What is Optimize Accounting's Revenue?
Optimize Accounting's revenue is <$5 Million
What is Optimize Accounting's SIC code?
Optimize Accounting's SIC: 72,729
What is Optimize Accounting's NAICS code?
Optimize Accounting's NAICS: 54,541
How many employees does Optimize Accounting have?
Optimize Accounting has 1-10 employees
What industry does Optimize Accounting belong to?
Optimize Accounting is in the industry of: Accounting for Legal Practices, Business Services
What is Optimize Accounting competition?
Optimize Accounting top competitors include: Jeffrey D Ressler, Amir & Associates CPA, Lima & Associates, Stokes , Visca
What technology does Optimize Accounting use?
Some of the popular technologies that Optimize Accounting uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Optimize Accounting?
Optimize Accounting contact info: Phone number: (510) 766-0221 Website: www.oasatax.com
What does Optimize Accounting do?

Optimize Accounting Solutions is a trusted tax planning and accounting firm based in California, focused on helping clients save on taxes and build wealth. They offer a wide range of services including advanced tax planning, business consulting, and income tax preparation for individuals and businesses. Their target clients include individuals, bus... iness owners, nonprofits, and estates seeking financial security and optimized tax savings. With a commitment to high ethical standards and years of experience, they provide customized tax strategies tailored to each client's needs.Read More

What are Optimize Accounting social media links?
Optimize Accounting Linkedin page Optimize Accounting Facebook page
Is Optimize Accounting a public company?
Optimize Accounting is private company therefore does not currently have an official ticker symbol
See more information about Optimize Accounting

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