Oaks Tax & Accounting Inc (CPA)
Ageras rating star
4.77 / 5 stars 10 reviews
Oaks Tax & Accounting Inc (CPA)
Ageras rating star
4.77 / 5 stars 10 reviews

About

Oaks Tax is a small boutique tax & accounting firm located in California. We specialize in taxation for individuals and small businesses, and save our clients thousands of dollars every year through tax optimization.
Excellent

FAQs

Interview quote

Financial literacy is financial freedom!

Why do customers choose you?

We create value to our client by being responsive to our client needs, doing quality work with a professional attitude and giving each client personal attention.

What do you consider a fantastic customer experience?

We consider it a home run when a customers calls us with an issue and we are able to reduce their stress with our knowledge, personal attention and communicating the plan to resolve their issue. Then, accomplish the task needed to put their issue to rest in a timely manner with communication along the way to answer questions. This means proper tax planning and availability to answer tax related questions for our tax clients.

How can you help businesses develop?

We are small business experts and have years of private industry experience on top of our bookkeeping, accounting and tax experience. All this knowledge and expertise is available to the clients as they grow their businesses. We can help from setting up a bookkeeping system to sales and payroll taxes to income taxes and finally wealth planning like business expansion, 401(k)s and kids futures.

Credentials

Certified Public Accountant (CPA)

Location

Review this partner

Ageras rating star
4.77 / 5 stars 10 reviews
Kurt Stegen 3 years ago
According to the IRS, I was dead because of how my prior accountant filed my taxes. Adam and Scott brought me back to life. They spent months going back and forth with the IRS and went above and beyond to clear this up. Thanks guys for the hard work.

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