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Other Services

Payroll Services

  • Leverage our team as your outsourced payroll provider
  • Direct deposits for employees
  • Compliance with federal and state payroll regulations
  • Automatically calculate taxes and deductions
  • Tax filings and payments
  • Employee self-service portal
  • Preparation of W-2s, W-3s, and 1099s

Taxes

  • Quarterly tax estimates and payments
  • Proactive tax planning and advice to decrease tax liability
  •  Individual / sole-proprietor (Form 1040)
  • S-Corp (Form 1120-S)
  • C-Corp (Form 1120)
  • Digital and secure e-filing services

SMB Package Plan

  • Monthly bookkeeping and accounting, tax, payroll and accounting all for a monthly fixed fee
  • Year-round advisory from trusted business partners and advisors for small businesses
  • No hourly charges or hidden costs

CFO & Controller Advisory Services

  • Cash forecasting and management
  • Financial planning and analysis on a monthly, quarterly, and annual basis
  • Key performance indicators (KPIs) monitoring
  • Strategic financial and operational advisory

Mergers & Acquisitions

  • Buy-side services include review of seller financials, financial due diligence support, and value creation analysis
  • Sell-side transaction advisory services to help businesses prepare for and manage the sale process, financial due diligence, and identifying prospective buyers.
  • Post transaction close accounting and integration consulting
  • Tax advisory services for acquisitions or the sale of a business

Business Consulting

  • Software and ERP review and recommendations
  • Sales forecasting and reporting
  • Employee compensation, commissions, and bonus planning

Get Started

Contact us today to see how Oak Tree CPAs can help your business grow to new heights