Get ready to take control of your finances.

Tax and accounting services is offered through Oakwood Capital Accounting & Tax Advisors (OCATA).
We offer a holistic, comprehensive approach to your business and individual financial needs. We are a well-respected firm with a reputation for expertise and integrity. We work closely with each client and business providing a tailored tax and accounting plan.
OCATA offers a wide range of accounting and tax solutions such as:
- Fractional Chief Financial Officer (CFO)
- Individual Tax & Planning
- Business Tax & Consulting
- Individual Tax Preparation
- Tax Preparation for Business
- Tax Planning
- Estate and Trust Tax Services
- IRA Resolutions
- Corporate Formation
- Bookkeeping
- Payroll
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Our Services

Financial planning and investment management services is offered through through Oakwood Capital Advisors, LLC (OCA).
Our objective is to empower individuals and small business owners to achieve their financial goals through personalized strategies, specific advice, and a commitment to long-term wealth management.
OCA provides a wide range of financial services such as:
- Investment Management
- Tax Planning
- Retirement Income Planning
- Insurance Solutions
- Risk Management
- Legacy Planning
- Business Planning
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Insurance services are offered through Oakwood Capital Insurance Solutions, LLC (OCIS).
We are committed to safeguarding your future, we provide comprehensive coverage tailored to your unique needs, ensuring peace of mind and financial security.
OCIS offers a wide range of insurance services such as:
- Health insurance
- Long term care insurance
- Life insurance
- Home owners insurance
- Disability insurance
- Business insurance
- Renters insurance
- Auto insurance
- Travel insurance
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Our Partners