Master Your Finances with Expert Accounting Solutions
BlueOak Financial Services
BlueOak Financial Services
WHO WE ARE
At BlueOak Financial Services, we’re a team of 4 Certified Public Accountants with over a decade of professional experience. Based in California, we proudly serve clients across the United States and Asia.
We specialize in providing personalized accounting, tax, and advisory services designed to meet the unique needs of businesses and individuals. Our mission is to make complex financial matters simple, clear, and manageable—so you can focus on what matters most.
With deep expertise, integrity, and a commitment to excellence, BlueOak Financial Services is your trusted partner for growth and financial success.
Our Services
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Income Tax Filing
Optimize taxes with strategic reduction planning, expert preparation, personalized filing, and compliance reviews. Our experienced tax professionals are uniquely suited to prepare returns regardless of complexity, type of entity, or level of income.
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Accounting & Bookkeeping
We provide year-round services such as monthly bookkeeping, quarterly analyses, and accounts payable outsourcing. Streamline payroll with timely accuracy, tax compliance, benefits management, and automated tracking tools.
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Attestation Services
Our audit team performs audits, reviews, and compilations often required by boards of directors and financial institutions.
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Payroll
We provide year-round services such as monthly bookkeeping, quarterly analyses, and accounts payable outsourcing.
Contact Us
Interested in our services? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
Blueoakcpa@gmail.com