Why We Exist
Oaks Tax & Accounting was developed from a friendship, a couple of guys in a Masters of Taxation program who over the years have become as close as a family. This growth has led to a team-oriented, and relationship focused firm. Our dream is to enrich the lives of our clients using our years of experience and advanced education. We believe that taxation touches everyone’s lives differently, and the individualized holistic approach is key to proper planning .Much more than a tax and accounting firm, the unconventional team members at Oaks are dedicated to building and retaining long term relationships of trust with Simple Strategic, and Solid advice.
Contact us and find out more!
We are transparent and receptive to the thoughts, opinions and feelings of others
We uphold our promises
We continuously strive to be the best in all endeavors
We encourage creative and innovative Expressions
"I help small businesses save thousands in taxes and increase profits"
Although I have a CPA license and a Masters Degree in Taxation, I am far from your typical accountant. In fact, I prefer to refer to myself as a:
- tax strategist
- financial engineer
- business advisor
- creative problem solver