OptimizeTax LLC

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Introduction

Veni Raghavan, CPA, EA, CAA opened the doors to her practice in 2013. She began working exclusively with Individual and Business providing Accounting, Tax Preparation and Planning services. Veni enjoys getting to know her clients at a personal level. She works diligently to minimize tax obligations and optimize her client's financials strategies. She specializes in RSU, ISO, NSO, ESPP and real estate taxation/planning and unique needs of the self-employed, partnerships and S-Corps She is a Certified Public Accountant, licensed in WA and an Enrolled Agent.

Overview

Serves Sammamish, WA

Background checked

License verified

5 employees

6 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via PayPal, Stripe, Venmo, and Zelle.

Social media

Facebook

Reviews

Customers rated this pro highly for work quality, professionalism, and value.

Exceptional 5.0

11 reviews

5

100%

4

0%

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Read reviews that mention:

Thumbtack Customer

Mar 1, 2023

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From Google

Ive 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. Ive had a very good experience working with her.

Ram A.

Jan 4, 2024

I have multiple business entities. Veni was quickly able to review my previous tax return and quickly recommend the changes for the future tax years that will legally save money on taxes. She also found the discrepancy in my Individual Taxes where the compliance of foreign bank reporting and 8938 reporting as missed out.

Thumbtack Customer

Mar 12, 2023

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From Google

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.

Thumbtack Customer

Mar 1, 2023

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From Google

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. Shes taken the time to answer my questions and made me aware of deductions I didnt realize existed. I highly recommend her!

Thumbtack Customer

Feb 28, 2023

·

From Google

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

Credentials

License

License Type: CPA - Certified Public Accountant (WA)

License verified on 12/28/2023

Background Check

Krishnaveni Raghavan

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
The pricing for both Individual and Business Taxes are quite transparent and is available on the website.
What is your typical process for working with a new customer?
The clients are requested to upload the past 3 years return for analysis. Once all the documents are uploaded, the CPA will start working on your tax return. Once it is internally reviewed and signed, the draft tax return is uploaded to the secured portal.
What education and/or training do you have that relates to your work?
Master's in accounting. Certified Public Accounting Enrolled Agent

OptimizeTax LLC

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