• Green Oak Financial Services is a financial services practice with a primary focus on tax preparation and bookkeeping.  Our tax practice specializes in biotech and small business individuals, but we also accept customers with other tax situations.  Our bookkeeping practice provides support for non-profits and small businesses from business start-up through monthly bookkeeping through year-end business tax prep and business owners' tax prep. We also provide outsourced/interim accounting, as needed, to businesses of all sizes.
  • Your personal and business financial needs will be met by a Certified Public Accountant.
  • We will take the time to offer an accurate hands-on approach to your taxes to ensure you receive all the deductions and credits you deserve.
  • We offer competitive pricing options and a free review of your previous year’s tax return.

New Rules for Business Entertainment - Saturday, January 20, 2018
For small business owners, there are mostly positive things about the new tax bill.  However, the new rules for business entertainment are not one of them.
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Real Estate Tax Prepayment - IRS Clarification/Confusion? - Wednesday, December 27, 2017
Accountants have generally been advising their clients to prepay if there is any possible tax advantage to gain.  Today, the IRS issued an "Advisory" that tries to clarify what exactly qualifies as a deduction when people prepay their real estate tax bills.  
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Tax Bill Passed - What it means to you - Friday, December 22, 2017
Congress officially passed the new tax bill.  Please remember - the new rules take effect next year, so we still have one more year with the old rules in effect.  
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