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Optima Office, Inc.

San Diego, CA 4.8 34 reviews
Firm summary

San Diego, CA CPA firm helping with Business & Management Consulting, Human Resources Consulting, and Financial Management Consulting.

Appears in SBA Small Business Search as a public small business profile. Optima Office, Inc provides Accounting Specialists and HR Experts on a part-time, ongoing and onsite or remote basis to clients of all sizes. We take the time to hire carefully and focus our efforts on retaining our amazing team so they can......

The profile currently shows 4.8 stars across 34 public reviews for faster screening.

About this firm
Review benchmark
Rated 4.8 — above the San Diego average of 4.7 for firms with 50+ reviews.
Neighborhood
Located in University City, San Diego.
ZIP density
One of 92 CPA firms listed in this ZIP code.
Review-volume rank
Ranked #36 of 2,098 CPA firms in San Diego by review volume.
Access
Within 2 blocks of a transit stop.
Parking
Public parking available within 2 blocks.
San Diego Market Context

San Diego's 92122 ZIP covers the University City area. Census data shows population of about 45,437, median household income around $98.8k, and 33.6% owner-occupied housing. Tax and business data indicate 16.2% estimated self-employment rate, 20,290 IRS returns in scope, and roughly 1,333 local businesses in this ZIP. CPA Locator currently tracks 94 CPA firms on CPA Locator and business activity led by Professional, scientific, and and technical services here.

Business mix
This ZIP has a high concentration of Professional, scientific, and and technical services businesses, which often drives bookkeeping, payroll, and tax-planning demand.
Income bracket
Located in a middle-income ZIP ($98.8k median household income) relative to San Diego — often associated with a mix of routine filing and year-round planning needs.
Credentials & Services
Credentials
CPA
Services
Business & Management ConsultingHuman Resources ConsultingFinancial Management ConsultingBusiness AdvisoryAccountingDocumentationBookkeepingPayroll Services
Firm details
Team: CHAD PUTNAM
License Verification
Jurisdiction: CA ↗
License Status: Public SBA profile listed ↗
Record Type: SBA Small Business Search Profile ↗
SBA Registrations
UEI: DPNBAD25Q9H5 ↗
CAGE Code: 8C6M9 ↗
Matched Search Signals: keyword_accountant, keyword_accounting, keyword_bookkeeping, keyword_financial_management, keyword_payroll ↗
Business Details
Team: CHAD PUTNAM ↗
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