Industries

Small & Medium Sized Businesses

While tax preparation may not be enjoyable for anyone, the intricacies of small business taxes can become particularly complex. Allow our team to manage the intricacies on your behalf, freeing up your valuable time to focus on other priorities.

High Net-Worth Individuals

Drawing upon years of expertise, Oakmont Tax is highly skilled in addressing the distinct complexities of high-net-worth financial matters. We offer customized solutions, confidential guidance, and forward-thinking strategies to assist you in optimizing your wealth and reducing tax burdens, regardless of your location.

Professionals

Have you reached a point in your financial life where your ‘simple’ return has gotten way more complex than you ever thought it would be? Ditch the at-home software that lacks the in-depth analysis and expertise your tax situation deserves. Each tax problem can have snowballing effects for you and your family’s future, so it’s important to make sure you’re making the right choices

Professional Services Firms

Even attorneys and consultants find dealing with the IRS undesirable and undesireable. Allow us to handle your firm’s income tax matters to help you steer clear of penalties, fines, and time-consuming audits, preserving your time and effort for your clients.

Real Estate Investors

Whether you’re a broker with an entire office or just have a few personal rental properties, look no further to handle your tax situation than Oakmont Tax. With extensive expertise in rentals, sales, depreciation, 1031 exchanges, and more, we can help you keep more of what you make.

Doctors & Medical professionals

Medical professionals are well compensated for their selfless dedication to helping others but, along with this, come a myriad of financial and tax challenges in practically every aspect of your career. Let Oakmont Tax help you structure your financial picture and long-term tax liabilities in the most efficient manner possible.