About us
Oak Tree CPA & Consulting LLC
If you pay more tax than you think you should or is fair, then you’re not alone. Almost every business under the sun feels like they’ve overpaid after they’ve completed their tax return. The trouble is, most business owners don’t realize they are probably paying far more tax than they should, and that’s where we step in.
Oak Tree CPA & Consulting LLC was founded because we felt there was a huge gap in the market for a tax strategy, preparation, and consultation agency capable of thinking outside of the box and helping their clients in the way they deserved to be helped.
We believe in taking a proactive approach to taxes and the implementation of legal and ethical strategies that allows you, the taxpayer, to hang on to as much of your hard-earned cash as possible.
Let Us Save You Money!
Feeling angry and overwhelmed at losing a substantial amount of your revenue to the taxman is human nature. Problematic cash flow problems and going without just paying ridiculous amounts of tax can be a thing of the past. When no one else is willing to listen to your problems, Oak Tree CPA & Consulting LLC is here for you.
With an enviable track record that includes saving one of our clients $110,000 in tax two years in a row, our results speak for themselves.
What You Can Expect
We’re ideas people who are not afraid to think big and make the big calls that’ll save you significant amounts of money.
The Personal Touch
We believe in the personal touch and will always insist on making contact with our clients either in person or by video calls to understand their business inside out and find out the best way we can help.
We Research and Review
We ask for all copies of your tax-related documents and discuss the exact help you’re looking for. Once we have the requested documents, we begin our process of research and review.
Developing a Plan
Once the review is completed, we schedule a call to discuss our findings and explain what we believe is the best course of action. We then prepare a detailed and strategic tax plan tailored to save you tax dollars and present you with a course of action.
Schedule A Consultation
If you’re sick and tired of paying more than you should, rest assured there are actions you can take. Book an appointment and see how we can help. A better way of paying taxes begins here!