Green Oak Financial Services is a full-service tax and bookkeeping firm that has been serving the Boston area since 2011. They specialize in providing tax planning and preparation services for individuals in the technology and biotechnology sectors, with a focus on maximizing stock compensation. Additionally, they offer bookkeeping support for non-profits and small businesses, including business start-up assistance, monthly bookkeeping, and year-end tax preparation.
With locations in Milton and downtown Boston, Green Oak Financial Services also provides outsourced interim accounting department roles to businesses of all sizes. They offer a range of financial calculators to assist with budgeting and financial planning, and keep clients informed about tax and accounting news through their client newsletter. Committed to providing reliable and accurate information, Green Oak Financial Services aims to help clients make informed financial decisions.
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