FAMILY OFFICE ACCOUNTING
The Maven Oak Family Office Accounting team offers accounting services tailored to meet the needs of businesses and individuals. We strive to provide timely and comprehensive reporting so that clients can make informed decisions.
We believe it is critical to leverage technology to increase efficiencies in tax compliance. Our team of accountants are experts who can identify the applicable regulations and standards and assist with preparing the required reports and filings.
As tax laws are constantly changing, we help businesses and individuals meet their tax obligations and provide ongoing support while maximizing deductions and minimizing tax liabilities within the legal framework. Our services allow individuals and businesses to focus on their core activities leaving the complex and ever-changing tax landscape to the experts.
We go beyond compliance and offer expert recommendations to help businesses and individuals strategize to achieve their operational and financial goals. Since we created our own practice we understand the challenges that business owners face. Our Executive Team understands the importance of having a team of trusted advisors which is why every member of our Executive Team is actively involved with numerous professional organizations. After a lifetime of accumulating wealth, high-net-worth families are confronted with a myriad of challenges when trying to maximize their legacy. These hurdles can often include business, estate tax, or lifestyle issues which we are experienced to advise in.
Why the Name Maven Oak CPAs?
Maven is defined as one who is experienced or knowledgeable. We are confident that with our collaborative 48 years of experience, we have the knowledge and skill set to service our clients.
Oak trees have been a symbol of safety, strength, and resilience for centuries. We chose Oak to represent the fact that our clients can feel safe that we are taking care of their financial needs within the boundaries of the tax law and that we are resilient enough to survive another tax season or 30 more tax seasons.
How Much Do Your Services Cost?
Have you ever heard the complaint that someone’s CPA is not responding? That’s not us. As the saying goes, “The rate is for the years of experience, not the hour spent.” We pride ourselves on the level of service and experience we provide not only during tax season but anytime of the year. We are happy to discuss our fees and provide a proposal upon request.
What Services Do You Not Offer?
We want to be clear on our limitations and areas we do not represent which include, but are not limited to: International and foreign compliance, separation agreement calculations between spouses, sales tax, and payroll tax. For services we do not offer we will do our best to provide referrals.