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    Tools for Transition

    3.9 (7 reviews)
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    Updated over 3 months ago

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    Business consulting

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    Optimize Accounting Solutions - Pam Brar, CPA & Founder

    Optimize Accounting Solutions

    (10 reviews)

    I had a discovery call with Pam on 4/11/2025. This was to discuss my case. Me and my wife are both…read morePhysicians and have a substantial w2 income. I asked her what are her startagies to reduce my tax burden. she said to even discuss those we have have a contract- the initial fee to review my case and the look my old tax records cost is 3500$. This does not include filing the taxes. 3500 to review my case- This is outrageous!!

    Unfortunately I did not receive the same type of experience as previous customers who gave out 5…read morestars for this business owner and the following recorded timeline is the proof. 03/10/2022 (reached out via Yelp; talked to an office clerk on the phone and requested me to send over some documents to review and said they will be scheduling a 20 minutes consultation) 03/11/2022 (uploaded my previous tax documents as requested) 03/14/2022 & 03/15/2022 (zero follow ups - no phone call and no email replies) 03/16/2022 (I followed up for an update - email and phone call; finally got a hold of the same office clerk and she said - "we were so busy and forgot to follow up with you but moving forward you will receive our best service") 03/17/2022 (uploaded 2022 income tax documents as requested; scheduled for a 15 minutes virtual consultation meeting via google meet for 03/18/2022) 03/18/2022 (never showed up for the virtual 15 mins meeting that was set up by her own office) At the end of the day, hours after missing her virtual appointment with me, Pam called me and said initial consultations are supposed to be over the phone and she said this - "I would be expecting my client to call me to go over the case" I asked her if she is expecting a phone meeting why did she add the google meeting link on my calendar invite and NO ONE mentioned anything about phone consultation until now. She said it was a mistake from her office clerk. Well, didn't she realize right away that her office clerk "mistakenly" schedule a virtual meeting? Based on my experiences, Pam demonstrated unprofessionalism and lack of respect to me as a potential customer. I hope future customers understand that simply because Pam is using the excuse of "We are all busy because of tax season" is not a valid reason for the lack of respect and professionalism from herself and her team.

    Suntech - Cable Run

    Suntech

    (119 reviews)

    I can say without any reservation that Suntech is the best security company in the Bay Area, and…read moreI've consulted with nearly all of them. Mike and his team were absolutely incredible from start to finish while installing my full home NVR system. Suntech stands out above the rest with their unparalleled technical expertise and exceptional value for the quality delivered. When choosing a company for something as important as your family's safety, it's crucial to pick one that really understands the technology inside and out and how to optimally utilize it to secure your home. During my consultations with various security companies, I kept going back to Suntech because I just felt like Mike was the sharpest out of them all. He fully understood my situation and grasped the entire NVR ecosystem more fluently than all the others, and he has an excellent memory too! On top of that, I feel that Mike truly cares about his clients- he's not in the business only to make money, but rather to make a truly positive impact in his clients' lives. The actual installation went smoothly and it feels so much better knowing that my whole house is now covered both inside and out at every angle with 24/7 continuous surveillance. Having that peace of mind is priceless and I'm so thankful to Mike and the Suntech team for it!

    Excellent service. Completed the job quickly and were very careful not to be disruptive while…read moreworking at my home. Their pricing was fair and straightforward. Recommended.

    Tools for Transition - businessconsulting - Updated May 2026

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