About
Our History
Optima Geo Business Advisors was founded in 2016 to service the growing demand for international tax and transfer pricing services in our increasingly interconnected global economy.
Our founder, Jake Meyer, spent more than a decade accumulating experience advising international businesses on tax matters with global accounting firms in Melbourne and Perth, Australia. This included holding several senior management positions in the tax consulting and transfer pricing departments of “the Big 4” and other prominent international accounting networks.
Our Clients & Markets
We work with a range of senior in-house finance/tax personnel at international businesses, as well as other professionals at regional CPA/CA firms and Law firms, to service international businesses operating in at least one of Australia, New Zealand and the USA.
If you are another public accounting firm or law practice, we’re happy to work collaboratively with you to help your clients in whatever capacity you’re comfortable with. Please be assured that we’re not interested in taking on any of your clients’ work, or forming direct relationships with your clients, beyond that agreed with you in scope of our engagement.
Our Name
Our name is derived from a combination of several words, optima (a plural form of optimum -which is defined as: the best or most favorable point, degree, amount or the best result obtained or obtainable under specific conditions) and geo (which is defined as: earth, of the earth or relating to the earth).
To us, Optima Geo means finding optimal solutions for clients carrying on business in the global economy.
Our People
Jake Meyer - President
Jake commenced his post-graduate accounting career in 2005 shortly after obtaining his Bachelor’s Degree in Accounting from Western Australia’s Curtin University. Jake went on to earn his Master’s Degree in International Trade from Curtin University and qualified as an Australian Certified Practicing Accountant (‘CPA’ in Australia) in 2008. Jake received his US CPA (AICPA) license from the State of Montana in 2017.
Jake previously represented the State of Western Australia on CPA Australia’s Tax Center of Excellence committee from 2010 to 2014. Jake has been published in Thomson Reuters’ Asia Tax and Trade Bulletin and presented at the CalCPA and WSCPA International Tax Conferences in 2022.
Jake’s life-long love of the outdoors, especially fly-fishing and rafting, drew him back home to the Rocky Mountains in 2016 after living in Australia for 14 years. Jake was born and raised in Missoula, MT and studied economics at the University of Montana prior to embarking to Australia in 2002 in continued pursuit of knowledge and life experience.
OUR VISION & Values
We believe that a firm’s location should not be an obstacle to a firm’s access to world class international transfer pricing expertise to help it proactively manage the tax risks associated with operating in multiple jurisdictions.
We believe in providing value for money - we don’t expect our clients to pay extra so we can cover the rent for a lavish shopfront in the CBD/downtown of a major financial center like New York or Sydney.
Our clients only pay for what it is that they’re actually after – access to the in-depth knowledge and expertise of highly experienced professionals.