Oak Financial, Inc. | Certified Public Accountants
Oak Financial, Inc. ( OFI ) is a CPA firm founded in 2015. There are two professionals assisted by administrative staff. The tax principals are Ronald M. Eckert, CPA, and Jennifer Haws, CPA. We specialize in various types of tax reporting including individual and business tax returns of closely held companies and trusts. OFI advises on tax planning, various not-for-profits, job costing systems and retirement plans and are QuickBooks advisors. Our clients range from large to small. OFI works with our clients year-round and provide a personal touch that clients appreciate.
Entrust Premier Tax Consultants
- Tax return preparation and consulting
- Bookkeeping services
- QuickBooks set up and training
- Employee benefit plan administration
- Retirement plan consulting
- Business forecasts and projections
- Financial reporting
- Other management consulting matters
Industries
Professional Services Manufacturing
Construction Business Services
Industries
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Professional Services
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Manufacturing
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Construction
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Business Services
Our Team Leaders
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Ronald Eckert, CPA
President of Oak Financial, Inc.
Ron brings 50 years of accounting and tax experience. His areas of expertise include tax, accounting, retirement plans, management and job costing for manufacturing and construction. Ron is a member of the National Society of Accountants and a Quickbooks Advisor.
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Jennifer Haws, CPA, MBA
Tax Principal at Oak Financial, Inc.
Jen is a CPA focusing on small businesses’ accounting and tax needs. The industries she serves include business services, manufacturing, construction and retail. Prior to OFI, she worked at other national CPA firms. Jennifer is a member of the AICPA and the Schaumburg Business Association.
THE OFI Process
At Oak Financial, our team of experienced and licensed CPAs provides comprehensive tax preparation and planning for individuals and businesses. We have assisted clients in maximizing deductions, minimizing tax liability, and ensuring compliance with
all IRS regulations.
Our customized approach looks at your unique financial situation to uncover tax-saving opportunities. We stay up-to-date on the latest tax laws and forms we strive to file your taxes correctly and on time. From simple personal returns to complex corporate filings, our dedicated tax professionals have the expertise to handle all of your tax needs.
Contact OFI today to schedule a consultation and learn how we can help you keep
more of your hard-earned income.