Our services.

  • Income Tax Preparation

    Our CPA-led tax preparation services provide meticulous attention to detail and expert knowledge to ensure you maximize your tax savings while staying compliant with the latest tax laws.

  • Tax Planning & Consulting

    Count on our expertise to create a customized tax strategy that aligns with your long-term objectives and helps you achieve financial success.

  • State and Local Tax

    Our services encompass state and local tax solutions, benefiting individuals and businesses alike. Through continuous monitoring of policies, regulations, and taxation trends, we excel in minimizing your tax liability while ensuring full compliance with tax laws.

  • Notice Resolution & Representation

    Our tax notice resolution services are designed to effectively address IRS and state tax agency notices, offering expert guidance to resolve issues and alleviate the stress of tax disputes. With our experience handling thousands of notices, you can trust us to negotiate with tax authorities, explore available solutions, correct your tax account and work towards a favorable resolution.

  • Foreign Bank Account Reporting (FBAR)

    Did you unknowingly create a filing requirement because you had assets in foreign accounts? Let Oakmont Tax make sure your required FBAR forms are timely filed with the FinCEN.

  • Entity Selection

    Don’t know what type of entity your business should be? Oakmont Tax can help you analyze and make a decision on which tax classification would be most advantageous to your business’s bottom line.

Where are our clients? Everywhere.

Based in Haverford, Pennsylvania, our tax consulting firm is deeply rooted in the local community, serving clients on the Main Line with personalized tax solutions. However, with our virtual capabilities, we extend our expertise and services beyond geographical boundaries, welcoming clients from anywhere to experience the same high-quality tax consulting and planning that our local clients rely on.