Optimus Associates, Inc. is led by Martin Wong, CPA — PwC-trained, M.S. Taxation, California-licensed — helping small businesses and entrepreneurs with tax, business valuation, entity selection, real estate accounting, and employer equity.
CPA · AICPA · M.S. Taxation · PwC alum (2007) · Walnut Creek, CA
CPA
Licensed in California
PwC
Career start · 2007
MST
Golden Gate University
AICPA
Member
Services
Four pillars on the homepage — plus employer equity, California residency, and bookkeeping support when your situation needs them.
Valuation
When ownership changes, financing, estate planning, or equity decisions are on the table, an objective, defensible valuation matters. We gather current operations and historical financials — then document findings you can stand behind.
Tax
Thoughtful preparation and planning for individuals and businesses — so filing season is not the first time tax consequences enter the conversation.
Entities
One of the most important decisions when starting (or restructuring) a business is the choice of entity. We help you weigh protection and tax benefits — and stay compliant from day one.
Real estate
Accounting and tax counsel for investors and operators who need to stay current on opportunities — short-term rentals, exchanges, depreciation strategy, and California residency moves.
Employer equity
Startup and tech employees face unique tax timing on stock options and equity grants. Martin helps clients understand exercise, vesting, and sale consequences before they lock in a costly mistake.
California mobility
Residency rules can reshape your tax picture. Guidance before you move to California, and practical steps to minimize tax exposure when you leave.
Books & systems
Accurate books, QuickBooks setup and staff training, plus remote document management so you can access financial information securely — without in-house overhead.
About
Optimus Associates, Inc. is located in Walnut Creek, California — accounting, taxes, consulting, and business services for clients who need a principal who has seen complex tax work up close.
Principal · CPA · AICPA
M.S. Taxation · Golden Gate University
Martin began his career in taxation at PwC in 2007. At PwC he worked in the international tax group, specializing in globally mobile taxpayers. After PwC, he has focused on helping small businesses and entrepreneurs with their taxes and finances. He is a member of the American Institute of Certified Public Accountants and is licensed in California.
Qualified accounting professionals keep your financial records accurate. Bookkeepers can set up and train your staff on QuickBooks or other systems. Technology lets us provide accounting and bookkeeping securely — so you access financial information and business files online, anytime, without the overhead of a full in-house team.
Each business has unique needs. We can create a custom accounting, document management, and storage solution — and stay available for ongoing tax planning as your situation changes.
Free consultation
Ready to talk? Call (415) 500-3010 or email martin@optimuscpa.com for a free consultation — or use the contact form and we’ll be in touch.
Why Optimus
Equity grants, valuations, entity choice, rentals, and California moves are not April-only problems — they need a CPA who has lived in those details.
Martin began at PwC in 2007 in international tax for globally mobile taxpayers — then built a practice around small businesses and entrepreneurs who need that same rigor without Big Four overhead.
California-licensed CPA, AICPA member, and M.S. in Taxation from Golden Gate University — depth for equity, valuation, entity, and residency questions that go beyond commodity filing.
Walnut Creek office serving the East Bay and broader Bay Area — with particular strength on California residency and move-related tax issues.
Not sure if the fit is right? Call or request a free consultation. Talk through your situation before you commit — the contact form is the starting point for new clients.
Insights
Recent notes on tax planning, compliance, and year-end prep from Optimus Associates.
For years, taxpayers and practitioners have treated the phrase “limited partner” as a potential shield from self-employment tax — but the rules are more nuanced than the label suggests.
Read on optimuscpa.comA Roth conversion is one of those tax planning strategies that sounds simple on the surface but can reshape long-term tax outcomes when timed with care.
Read on optimuscpa.comThe final quarter of the year has a way of arriving faster than expected. For business owners, a short QuickBooks checklist now can save headaches at filing time.
Read on optimuscpa.comFAQ
Answers drawn from published firm facts — no invented savings claims.
Get in touch
Call or use the contact form. We’ll talk through your situation and next steps — professional, timely, and reliable tax and accounting support from Walnut Creek.
925 Ygnacio Valley Road, Suite 206, Walnut Creek, CA 94596
East Bay · San Francisco Bay Area · California
Prefer directions or the full contact page on optimuscpa.com? Reach us online — we read and respond.
New clients: start with a call or free consultation request. Any client portal, if offered later, is for engaged clients — not the first step.
