Maven Oak
CERTIFIED PUBLIC ACCOUNTANTS
ABOUT
Better together
Maven Oak CPAs (MO) is a woman-owned CPA firm located in Lafayette, California. Previous to launching MO, the founding members worked together for over ten years. MO was developed from the notion that CPAs can do more than compliance work. We believe in leveraging technology to create efficiencies in compliance. Our team has the skill set to be trusted advisors through our emphasis of building strong relationships within professional organizations. We work closely with clients and their consultants to develop personalized strategies tailored to their unique situation and goals. Our niche is family office, closely-held businesses, individual business owners, trusts & estates.
PRINCIPALS
ABOUT OUR CLIENTS
When we know about you we can achieve more. We want to know about your team of advisors, your family, and your hobbies. In our industry, we are fortunate to have continuing relationships with our clients. As a result, our relationships with our clients can span decades and this is our goal and honor.
CONTACT US.
Mailing Address
3527 Mount Diablo Blvd., PMB 350
Lafayette, CA 94549
Contact us for our physical address