Oakwood Capital Accounting & Tax Advisors

Accounting • 15701 S Tamiami Trail, Ste 300, United States • 1-10 Employees

Company overview

Headquarters	15701 S Tamiami Trail, Ste 300, Fort Myers, Florida 33908, US
Phone number	+18557401040
Websites	oakwoodcata.com cpataxadvisors.net
NAICS	5412
Keywords	Payroll, Bookkeeping, Consulting, Taxes, Incorporation, Payroll Taxes, Individual Taxes, Issues, Notices, Irs Consulting, Busienss Taxes
Founded	2012
Employees	1-10
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Key Contacts at Oakwood Capital Accounting & Tax Advisors

Douglas S. King

Chief Executive Officer Www.Oakwoodcata.Com

Brad Gay

Director Of Accounting & Taxation

Rebecca Stull

Director Of Business Services

Angela Hellmann

Director Of Accounting

About Oakwood Capital Accounting & Tax Advisors

We are a well-respected firm with a reputation for expertise and integrity. We work closely with each client and business providing a tailored tax and accounting plan. Individual Tax & Planning Our goal is helping you keep what you earn! We really want to see our clients, their families and businesses succeed. We stay up to date with the latest tax law changes, utilize the most effective software and technology and fight for every dollar and deduction that is yours! Business Tax & Consulting Businesses today need a strong network of support. We work closely with owners to provide a tailored tax and accounting plan, advise on employee benefits and collaborate with your existing advisory team. Corporate Formation As your Tax Advisor, CPATA will answer questions and guide you in forming the best business entity structure to limit risk exposure and maximize tax savings benefits. Bookkeeping & Payroll Some business owners don't have the expertise, resources or skills to maintain financial records and payroll. CPATA will help you handle the details including compliance with Federal and State regulations. We are QuickBooks certified! IRS Audits With over 30 years tax experience, we are highly qualified to represent you in an IRS audit. CPATA will stand by your side throughout the entire process and will fight for each and every tax dollar in question. Piles to Files Bring us your shoebox of receipts and let the experts at CPATA organize them and create a digital file for you!

Oakwood Capital Accounting & Tax Advisors revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

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Employees

Director

C-Suite

Vice President

Employees by Department

Oakwood Capital Accounting & Tax Advisors has 3 employees across 2 departments.

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Number of employees

Funding Data

Oakwood Capital Accounting & Tax Advisors has never raised funding before.

Oakwood Capital Accounting & Tax Advisors Tech Stack

Discover the technologies and tools that power Oakwood Capital Accounting & Tax Advisors's digital infrastructure, from frameworks to analytics platforms.

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HTTP/3

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jsDelivr

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Frequently asked questions

Oakwood Capital Accounting & Tax Advisors is located in 15701 S Tamiami Trail, Ste 300, US.

You can reach Oakwood Capital Accounting & Tax Advisors at +18557401040.

Oakwood Capital Accounting & Tax Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Oakwood Capital Accounting & Tax Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.