Tax & Business Advisory

Build a practice that runs profitably, efficiently, and tax-smart

At Oakwood Summit, we collaborate with our strategic partners to provide expert financial services tailored to your needs, including tax resolution, tax planning, payroll, bookkeeping, tax filing, and wealth building. Our experienced team works with individuals and small businesses across the country, offering customized solutions to manage your finances effectively and help you achieve long-term financial success.

Services

Tax Filing

Our tax filing services ensure accuracy and timeliness for both indviduals and businesses. WE maximize deductions minimize liabilities, and keep you compliant with the IRS, so you can focus on what matters most - growing your wealth and maintaining financial peace of mind.

Payroll

Oakwood Summit offers seamless payroll solutions, managing everything from wage calculations to tax withholdings. We handle payroll for businesses of all sizes, ensuring compliance and state and federal regulations so you can focus on running your business and achieving your goals.

Bookkeeping

Stay on top of your finances with our professional bookkeeping services. We provide detailed organized financial records that give you a clear picture of your financial health. Our team ensures accuracy, allowing you to make informed decisions and streamline your business operations and growth.

Tax Planning / Mitigation

Proactive tax planning is the key to minimizing your liabilities. Our experts work closely with you to create a customized tax strategy that reduces your tax burden and optimizes your financial situation throughout the year. Let us help you protect your wealth and plan for the future.

Wealth Building

Build your financial future with our wealth building strategies. From retirement planning to investment advice, we offer personalized services designed to help you grow and protect your wealth. Whether you're just starting or looking to expand, we'll guide you every step of t

Tax Resolution

From resolving IRS debt and handling back taxes to negotiating settlements and securing penalty abatements, we provide personalized solutions designed to address your unique tax challenges. We ensure a stress free process and help you achieve the best possible outcome for your financial situation.

Advisory Services Packages
Choose from our customizable tax planning packages to fit your unique financial needs. Tailored solutions for tax reduction, wealth building, and more.

VIP Package
$2500 per month

Front of the line service!
Priority tax preparation
Monthly Tax Planning/monthly consultation included
24-hour response guaranteed
Payroll & Bookkeeping
Dependent tax return preparation
1099’s & w-2’s, annual reports, payroll audits & sales tax included.

Advisory Package
$1000 per month

Quarterly Tax Planning/quarterly consultation included
Monthly Tax Planning/monthly consultation included
Convenient Tax Dome correspondence with our team
Payroll, Bookkeeping & Tax Preparation included.
1099’s & w-2’s, annual reports, payroll audits & sales tax included

Unique Tax Strategies &

Comprehensive Financial Solutions for Your Success

At Oakwood Summit, our strategic tax partners specialize in offering tailored tax reduction strategies, helping small businesses and individuals legally reduce their tax liabilities, even down to zero. We focus on unique solutions that ensure long-term financial success, from minimizing taxes by $50K or more to building wealth. As your one-stop accounting shop, we offer comprehensive financial services, including payroll, bookkeeping, and tax planning. Our personalized service ensures every client receives the attention and expertise they deserve.

Our tax partners proudly serve clients nationwide, providing financial peace of mind and support for both short-term and long-term financial goals.

Reducing Tax For Small Businesses

At Oakwood Summit, our tax partners specialize in reducing tax burdens for small businesses, ensuring they pay as little as legally possible. Our experts craft customized tax reduction strategies to help you minimize your tax liabilities, sometimes reducing them by $50K, $100K, or more. We use proven methods to leverage deductions, credits, and tax-saving strategies to help your business thrive financially. Beyond tax reduction, we offer a full range of financial services, including tax planning, bookkeeping, payroll, and tax consulting, ensuring that your business’s financial health is optimized year-round. Trust us to guide you toward smarter, more profitable tax solutions.

Tailored Financial Solutions To Help Small Businesses Thrive And Grow

At Oakwood Summit, we understand the unique financial challenges small businesses face. Our services are designed to provide customized solutions that help businesses reduce taxes, stay compliant, and improve their financial health. Here’s how we support small businesses:

Tax Reduction Strategies

We specialize in helping small businesses reduce tax liabilities using proven strategies. Our team works closely with clients to develop customized plans that minimize their tax burden, ensuring they keep more of their hard-earned revenue. This allows for reinvestment into business operations and long-term growth.

Comprehensive Financial Services

Oakwood Summit offers full financial services to support small businesses, including tax filing, payroll, bookkeeping, and tax planning. Our comprehensive approach simplifies business finances, enabling owners to focus on growth. We provide accurate, timely solutions to ensure financial health, compliance, and operational efficiency.

Ongoing Tax Planning

With proactive tax planning, we help small businesses prepare for future financial needs. Our strategies focus on minimizing liabilities, maximizing available deductions, and optimizing long-term wealth building. By continuously assessing tax implications, we ensure businesses can grow confidently, making informed decisions contributing to their continued financial success.

Frequently Asked Questions

What services does Oakwood Summit offer?

Oakwood Summits network of tax experts provide a comprehensive range of services, including tax filing, tax planning, payroll management, bookkeeping, tax resolution, and wealth-building strategies. Our goal is to help individuals and small businesses navigate complex financial challenges, reduce tax burdens, and achieve long-term financial success through tailored solutions.

What makes your tax reduction strategies unique for small businesses?

Our tax reduction partners are tailored specifically to each small business’s needs. We focus on legal methods to reduce tax liabilities by up to 50% or more, often aiming for a goal of paying zero income tax. By combining tax planning and wealth-building strategies, we ensure long-term financial health.

How can your payroll services benefit my business?

Our full-service payroll solutions help small businesses by handling all aspects of payroll, from tax withholdings to filing. We ensure compliance with state and federal regulations, freeing up time for business owners to focus on growing their business while reducing administrative burdens and risks.

Do you offer tax planning services year-round?

Yes, our tax planning services are available year-round. We don’t just file taxes; we proactively work with clients to minimize their tax burden, adjust strategies based on changing financial situations, and ensure that you’re always prepared for the next tax season. This ongoing support is crucial for optimizing financial outcomes.

How does your bookkeeping service help small businesses stay organized?

Our bookkeeping service helps small businesses maintain accurate and up-to-date financial records. We handle everything from daily transactions to monthly reports, ensuring that your financial data is organized and easily accessible. With clear financial insights, we help you make informed business decisions and maintain compliance with tax regulations.

The next step is a brief, no-obligation consultation to determine whether our approaches would create meaningful value for your specific situation. During this focused conversation, we'll discuss:

Your current business structure and profitability
Your maximum annual contribution and tax deduction potential
Guaranteed retirement income projections with zero market risk
Existing retirement vehicles and tax planning approaches
Tax savings and retirement accumulation opportunities

Book your strategy session