Oaktree Tax and Financial

Oaktree Tax and Financial is a Salem, Ohio accounting firm serving individuals, small businesses, business owners, executives, and independent professionals.

For businesses, Oaktree Tax and Financial provides small business accounting, bookkeeping, payroll, business advisory services, new business formation, succession planning, and financial…

Oaktree Tax and Financial is a Salem, Ohio accounting firm serving individuals, small businesses, business owners, executives, and independent professionals. The firm describes its work as full-service accounting and tax support, with services spanning individual tax preparation, business tax preparation, tax planning, tax relief, and IRS audit or notice help.

For businesses, Oaktree Tax and Financial provides small business accounting, bookkeeping, payroll, business advisory services, new business formation, succession planning, and financial planning for businesses. Its bookkeeping support includes accounts payable and receivable, bank reconciliations, bookkeeping cleanup, general ledger work, tax forms, payroll processing, and outsourced bookkeeping.

The firm also references QuickBooks services and individual-focused planning areas such as retirement planning, estate planning, and elder care. Source materials note service to small and medium-sized businesses, self-employed home-based business owners, and individuals.