CPA tax planning · Fremont & Pleasanton
Optimize Accounting Solutions helps business owners and professionals minimize tax burden, protect wealth, and stay compliant — led by Parmjit (Pam) Brar, CPA, from East Bay offices.
Parmjit (Pam) Brar, CPA
Founder & CEO · Tax Strategist
California CPA since 2011. Founded Optimize Accounting Solutions in 2014 after work with CDTFA, Deloitte, and Bay Area high-tech companies — focused on ethical, effective tax strategy for owners and professionals.
Services
From proactive planning to compliance and resolution, the team helps you use every available deduction, credit, and incentive while staying fully compliant.
Tax & advisory
Year-round tax planning that uses deductions, credits, and entity choices legally available to you — so April is a checkpoint, not a scramble.
Business consulting
Practical guidance so operations, cash flow, and growth decisions support a stronger tax and financial picture.
Compliance
Accurate filings and clean financial operations so you stay compliant while still optimizing for savings.
Resolution
When the IRS or Franchise Tax Board sends a notice, Pam and the team can review, respond, and represent you.
How it works
01
We review your business and personal financial picture and the goals that matter most.
02
You get advice specific to your situation so accounting and compliance stay accurate and current.
03
A customized tax plan is built around your goals — not a one-size template.
04
We refine the plan as laws and your life change, so savings and peace of mind continue year-round.
Why Optimize
Parmjit (Pam) Brar has practiced as a California CPA and tax strategist since 2011 and founded Optimize Accounting Solutions in 2014.
Experience with the California Department of Tax and Fee Administration, Deloitte, and high-tech companies informs how the firm approaches complex situations.
Meet in Fremont or Pleasanton — with phone and discovery-call options when you need flexibility.
Client stories
“We were expecting a hefty tax bill of $110,000, but thanks to Pam’s strategic planning, we only ended up paying $62,905 — a savings of $47,095. With Pam’s forward-thinking strategies, we’re looking at saving another $185,000 the following year.”
Jesus Manzano
Google review
“Pam explains and answers all my questions with patience and clarity. Her guidance helped me navigate rough patches, and I highly recommend her for personal and business tax filing.”
Paul Patel
Google review
“This was my first year filing taxes and my first business return. Pam took care of everything. She is available by phone and always calls back. I highly recommend her.”
Jayashree Kamble
Google review
About the firm
Pam has been a licensed Certified Public Accountant and tax strategist in California since 2011. After earning a Bachelor of Science in Business Administration with a concentration in Accounting from California State University, Stanislaus, she gained experience with the California Department of Tax and Fee Administration, Deloitte, and Bay Area high-tech companies before founding Optimize Accounting Solutions in 2014.
The firm’s mission is to help secure a solid financial future for business owners and high-earning professionals through proven tax-savings strategies tailored to their needs — ethically, efficiently, and effectively.
Tell us about your situation. A member of the team will confirm a time that fits your schedule and connect you with a personalized discovery conversation.
FAQ
Prefer to talk now?
Call or book a free discovery call — dual paths, same team.
Entrepreneurs, small and mid-sized business owners, and professionals in California who want proactive tax planning, compliance support, business consulting, or help resolving IRS and state tax issues.
Fremont: 39812 Mission Blvd, Suite 224, Fremont, CA 94539. Pleasanton: 7400 Johnston Road, Pleasanton, CA 94588. Call (510) 574-8849 or email info@oasatax.com to schedule.
Monday through Friday, 9:00am to 5:00pm. Saturday and Sunday are closed. A free discovery call can be scheduled to fit your calendar.
Contact the firm promptly, avoid responding on your own until you have spoken with a tax professional, and gather the documents related to the notice. Optimize Accounting Solutions provides IRS audit representation and can communicate with the IRS on your behalf.
At least twice a year is a common baseline — once during tax season and once mid-year. Business owners, self-employed clients, and investors often benefit from quarterly reviews, plus check-ins after major life or financial changes.
As early as possible — ideally when you form the entity. If you are already operating, the next best time is now. Year-round planning covers structure, deductions, cash flow timing, and compliance before year-end surprises.
Contact
Use the form to request a time, or call and email directly. Existing clients can sign in to the portal from the footer when needed.
