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OptimizeTax LLC

Licensed
Licensed
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About
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

Background checked

License verified

5 employees

8 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

Credentials

License verified

CPA - Certified Public Accountant

License state: WA

Background checked

Passed by Krishnaveni Raghavan on Jan 4, 2024.

Services offered

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Annual income

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Reviews

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

Exceptional 5.0

11 reviews

5

100%

4

0%

3

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1

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Read reviews that mention:


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Sweety S.

Mar 1, 2023

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.
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Ram A.

Jan 4, 2024

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Craft B.

Mar 12, 2023

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.
pro avatar
Sandhya K.

Mar 1, 2023

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!
pro avatar
Ajith G.

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
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