• Green Oak Financial Services is a financial services practice with a primary focus on tax preparation.
  • 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.

2013 Tax Increases - Thursday, June 06, 2013
With the passage at the last hour (January 2, 2013) of the American Taxpayer Relief Act, some significant tax changes came into effect, whereas other provisions of the tax code had their expiration date extended.  Here I list some of the major changes which occurred so you can be aware of any issues they might cause and be able to plan for them.  
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Going "phishing"? - Monday, February 25, 2013
“Phishing” is a scam in which a fraudster attempts to trick you into revealing your personal and financial information. The criminals then use this information to commit identity theft or steal your money.  A couple of my clients have been subjected to this lately and I wanted to make you all aware of this scam before it might affect you.

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Valentine's Day gift for students from the IRS? - Wednesday, February 13, 2013
The Internal Revenue Service announced that taxpayers will be able to start filing two major tax forms covering education credits and depreciation.
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