A modern CPA practice on the Philadelphia Main Line
You earned it. We help you keep it.
Tax preparation, planning, and notice resolution for physicians, business owners, and professionals, with clients in all 50 states.
The firm
A boutique practice with big-firm roots.
Oakmont Tax grew out of years inside large accounting firms, built to bring that same technical depth to individuals and closely held businesses. We not only prepare your returns, but plan the years ahead of them as well, so you can stay focused on your work.
The approach is personal. We take the time to understand your goals and tailor the strategy to match, then handle the tax side while you run the practice, the business, or the career. No jargon for its own sake, no rushed returns, no surprises.
Our services
Everything your return touches.
From the annual filing to the questions between filings: preparation, planning, multi-state issues, IRS notices, entity decisions, and business consulting for owners.
Income Tax Preparation
Federal and state returns prepared and reviewed by a CPA, filed accurately, on time, and fully compliant. Every deduction you are entitled to, and none you are not.
Tax Planning & Consulting
Maximizing your tax savings happens during the year, not in April. We plan entity, timing, and retirement moves before the deadlines pass.
State & Local Tax (SALT)
Multiple states, remote work, city wage taxes. We determine exactly where you owe, then keep every jurisdiction satisfied.
Notice Resolution & Representation
An IRS letter is rarely as bad as it looks. Send it over: we respond, correct, and negotiate until the matter is closed.
Entity Selection
LLC, S corporation, or neither. A clear recommendation on the tax classification that fits your numbers, with the reasoning to back it.
Business Consulting
Financial guidance for business owners: entity structure, owner compensation, cash flow, and the decisions that come up between tax seasons. A CPA's perspective before you commit.
See how we work →
The full detail on each service, plus our process from first call to filing.
Who we serve
A handful of situations we know by heart.
We work with physicians, business owners, real estate investors, new high earners, and professionals whose returns have outgrown at-home software. The situations differ; the standard of care does not.
New High Earners
Your career hit its stride: the income jumped, the equity vested, maybe a rental came along. The first years of real money are when good tax decisions pay off most.
Small & Medium Businesses
You run the business. We run the tax side: clean filings, quarterly estimates, and planning in between.
Real Estate Investors
Depreciation schedules, 1031 exchanges, passive-loss rules. From a first rental to a full portfolio, keep more of every door.
Professional Services Firms
Attorneys and consultants sell their hours. We take back the ones lost to K-1s, estimates, and multi-state filings.
Professionals
Equity compensation, a rental, a side practice. When software starts guessing, it is time a CPA stopped the guesswork.
Doctors & Medical Professionals
Residency, attending years, practice ownership: each stage rewrites the tax picture. We plan all of them.
A practice built for physicians →A focus on medicine
We work closely with physicians, and bring that same rigor to everyone.
From residency to attending to practice ownership, doctors face a tax picture that shifts at every stage: multiple states, 1099 and W-2 in the same year, entity decisions, the works. We've built real depth here. And if you're not a physician, you'll be glad to know it's the same standard of care we bring to every return.
Working together
What it's like to work with us.
It starts with a short note. Tell us a little about your situation through the contact form, and we respond within one business day with honest thoughts on whether and how we can help.
From there, everything is built to be easy: a conversation to understand how you earn, a plan in plain language, and secure document sharing so filing never requires a trip anywhere. You review and approve every return before it goes to the IRS.
And when something comes up in October, you are not bothering us. Questions, notices, and mid-year decisions are part of the engagement, not extras.
From our clients on Google
“Oakmont Tax Consulting did a fantastic job on our taxes. They provide solid advice whenever we need it... Great communication throughout the process.”
Jessica B. ★★★★★Google review
“These guys really know what they are doing, and by that I mean taxes... Under the guidance of Oakmont, I have successfully won and avoided paying additional taxes to my borough every time. Highly recommend for any tax needs.”
J.C. ★★★★★Google review
Where we work
Rooted on the Main Line. At home anywhere.
Oakmont Tax is a virtual-first practice. Secure document sharing, video calls, and e-signatures make the entire engagement seamless from wherever you are, and clients in all 50 states work with us this way. The firm is rooted in Havertown, and for Main Line clients who would rather sit across a table, Ryan comes to you.
Licensed in Pennsylvania · Serving individuals and businesses in all 50 states remotely.
FAQ
Common questions.
What does it cost to work with Oakmont Tax?
It depends on the scope. Returns are typically quoted as a flat fee once we understand your situation, while planning and consulting work is often billed hourly. Either way, you will know the structure before any work begins.
Do you work with clients remotely?
Yes, and most clients do. Secure document sharing, video calls, and electronic signatures make the process fully remote for clients in all 50 states. For local clients who prefer to meet in person, Ryan comes to you.
Who will actually prepare my return?
Ryan Langan, CPA, MTax prepares and reviews every return the firm files. Your work is never passed to a seasonal preparer or an offshore team. The person you meet on the first call is the person who signs your return.
Do you only work with physicians?
No. Physicians are a specialty because their tax picture is unusually layered: W-2 and 1099 income in the same year, multiple states, and entity decisions. Business owners, investors, and professionals get the same depth on their own situations.
Can you help with an IRS or state tax notice?
Yes. We have resolved more than 1,000 notices with the IRS and state tax authorities, from simple mismatches to multi-year disputes. Send the letter over and we handle the response, the correction, and the follow-through.
How do I get started?
Fill out the short form on the contact page. A few lines about your situation is plenty. We read every message ourselves and respond within one business day with next steps, usually a short introductory call.
Let's start with a conversation.
Tell us a little about your situation through the contact form. We read every message ourselves and respond within one business day.
Get in touch →