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For Individuals
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Making your life as easy as possible while maximizing
your tax return & savings.
For Individuals
Making your life as easy as possible while maximizing
your tax return & savings.
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Tax Planning & Preparation
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Tax Problem Resolution
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Tax Extension Services
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Tax Education & Resources
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Tax Consultation Services
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Amendment of Returns
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Self Employment Taxes
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Investment & Rental Income Tax
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Foreign Income & Expat Tax Services
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IRS Audit Representation
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State & Local Taxes (SALT)
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Estate & Gift Tax Planning
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Tax Resolution Services
For Businesses
Comprehensive Financial Solutions
for Every Need.
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Client Accounting Services:
- CFO Services
-Controllership
-Bookkeeping
-Budgeting & Forecasting
-Financial Reporting & Analysis
-Cash Flow Management
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Tax Services:
-Tax Compliance
-Tax Planning
-IRS Representation
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Lending Services:
-SBA Loans
-Traditional Bank Loans
-Private Investor Funding
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Insurance Services:
-Key-Man Insurance
-Term Life Insurance
-Whole Life Insurance
-Health Insurance
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Employee Benefit Plans
-Tailored Benefit Solutions
-Retirement Plans
-Health & Wellness Programs
For Businesses
Comprehensive Financial Solutions
for Every Need.
-
Client Accounting Services:
- CFO Services
-Controllership
-Bookkeeping
-Budgeting & Forecasting
-Financial Reporting & Analysis
-Cash Flow Management
-
Tax Services:
-Tax Compliance
-Tax Planning
-IRS Representation
-
Lending Services:
-SBA Loans
-Traditional Bank Loans
-Private Investor Funding
-
Insurance Services:
-Key-Man Insurance
-Term Life Insurance
-Whole Life Insurance
-Health Insurance
-
Employee Benefit Plans
-Tailored Benefit Solutions
-Retirement Plans
-Health & Wellness Programs
At Oasis Platform, we're committed to your financial success.
Contact us today to learn how our holistic suite of services can support and elevate your life and business.
At Oasis Platform, we're committed to your financial success.
Contact us today to learn how our holistic suite of services can support and elevate your life and business.