Great Oak CPA

Great Oak CPA is a team of experienced and passionate accountants dedicated to helping businesses and individuals achieve financial success. We go beyond just balancing your books; we work with you as strategic partners to maximize your financial potential.

What sets us apart

• Strategic Expertise: Our team has extensive knowledge and experience in accounting, tax planning, and financial advisory services. We tailor our approach to your unique needs and goals, ensuring you receive personalized solutions.
• Client-Focused Approach: We prioritize open communication and transparency, working collaboratively with you every step of the way. We believe in empowering you to make informed financial decisions.
• Technology & Security: We utilize advanced secure online platforms to ensure the utmost privacy and accessibility for your financial data.
• Transparent Billing: We provide clear and concise billing plans with no hidden fees or surprises.

Accounting & Bookkeeping

• Comprehensive accounting services, ensuring accurate and efficient record-keeping.
• Automated systems for streamlined workflows and enhanced transparency.
• Personalized financial reporting to track your progress and assess performance.

Tax Planning & Compliance

• Strategic tax planning to minimize your taxable income and maximize your returns.
• Compliance assistance with state and federal tax filings.
• Representation before tax authorities when needed.

Financial Advisory & Consulting

• Business valuation and financial analysis.
• Succession planning and financial risk management.
• Strategic guidance on financial planning and investments.

Who We Serve

We partner with a diverse range of clients, including:

• Service-based businesses
• Healthcare providers
• Construction companies
• Entrepreneurs and Startups

More than just numbers

We believe in building strong client relationships built on trust and mutual respect. We are committed to offering exceptional client service and exceeding expectations. Our goal is to empower you to focus on your business, knowing your finances are in good hands.

Our Vision

Our vision is to empower our clients to achieve financial freedom and success through tailored financial guidance and personalized support.