Profile
OptimizeTax
ListedTax and Accounting Services for Individuals, Businesses, and Expats
About
About
OptimizeTax provides tax and accounting services for clients in San Jose, CA, with support available in person and remotely.
Its source materials describe a CPA-led team that also includes Enrolled Agents and tax accountants.
OptimizeTax provides tax and accounting services for clients in San Jose, CA, with support available in person and remotely. The firm works with individuals, small businesses, freelancers, expats, LLCs, corporations, and sole proprietors on tax preparation, tax planning, bookkeeping, payroll, and business formation needs.
Its source materials describe a CPA-led team that also includes Enrolled Agents and tax accountants. Services cover business and individual tax preparation, international and expat tax matters, LLC/S-Corp/partnership filings, IRS compliance, deductions and credits, penalty relief, and help with IRS notices or audits.
OptimizeTax also supports bookkeeping and accounting workflows, including use of tax preparation software and accounting/bookkeeping tools. The practice is presented as serving clients who need year-round financial clarity, entity setup support, and compliant tax filing across personal, business, and cross-border situations.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| New business formation | In-person | ||
| New business formation | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| Payroll tax compliance | In-person | ||
| Payroll tax compliance | Remote | ||
| Business tax preparation | In-person | ||
| Business tax preparation | Remote | ||
| IRS notice and audit help | In-person | ||
| IRS notice and audit help | Remote | ||
| Individual tax preparation | In-person | ||
| Individual tax preparation | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Languages
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