OptimizeTax LLC | Sammamish, WA

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

• PayPal
• Stripe
• Venmo
• Zelle

Services Offered

Accounting needs

• Bookkeeping
• Preparing tax returns
• Managing AR and AP
• Preparing fin. statements

Entity type

• Individual or sole proprietorship
• Partnership
• C-Corp / Corporation
• S-Corp
• Non-profit

Industry

• Sales & marketing
• Healthcare
• Technology / IT
• Manufacturing
• Financial services
• Education
• Retail / consumer goods
• Real estate
• Construction
• Non-profit
• Other

Annual income

• Less than $100K
• $100K - $500K
• $500K - $1M
• $1M - $5M
• $5M - $10M
• Greater than $10M

Accounting software

• QuickBooks
• TurboTax
• Xero
• NolaPro
• Sage
• Quicken

Work location

• My customers travel to me
• I travel to my customers

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.

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License

• • License Holder: Krishnaveni Raghavan
  • License Type: CPA - Certified Public Accountant (WA)
  • License number: #29979
  • License verified on 12/28/2023
  • Valid through 6/30/2026

Verification

• Background Check
  • Krishnaveni Raghavan
  • Completed on 1/4/2024

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