Profile
Jeremiah JOHN O'connor
ListedCPA-Led Tax and Bookkeeping Firm in Milton, MA
About
About
Green Oak Financial Services LLC is a tax and bookkeeping firm serving the Boston area, with profile facts placing the practice in Milton, MA.
The practice provides tax consulting, planning, and preparation, along with bookkeeping and financial statement support for small businesses and nonprofit organizations.
Green Oak Financial Services LLC is a tax and bookkeeping firm serving the Boston area, with profile facts placing the practice in Milton, MA. The firm works with individuals, small businesses, and nonprofits, and its tax practice is described as especially focused on people in technology and biotechnology, including stock compensation considerations.
The practice provides tax consulting, planning, and preparation, along with bookkeeping and financial statement support for small businesses and nonprofit organizations. Its services also include corporate, partnership, and nonprofit tax return filing, year-end business tax preparation, and business owners' tax preparation.
Jeremiah John O'Connor, CPA is identified as the founding partner. Source text notes experience across tax planning, research, auditing, financial modeling, and computer programming, with support available for in-person and remote service formats.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Active taxpros in Milton, MA
This profile is unclaimed. Here is a nearby active taxpro.