OAK TREE TAX OFFICE INC
LANTANA, FLORIDA

Oaktree Tax Office is owned and managed by Barbara Aho. Barbara started her career in accounting and tax preparation in 1980, working first for H & R Block. In 1988 she passed the Treasury Department test and became an Enrolled Agent. Barbara ran her own business for many years before joining Bob Wallis to form Wallis & Aho Enrolled Agents in 1993 where she remained until she formed Oak Tree Tax Office in 2012, in Lantana, Florida. Her current office is located at 300 S. Dixie Highway, Suite B, in Lantana, Florida. The business has continued to see strong growth since its founding. Barbara especially enjoys doing tax returns because she views every client that comes through the door as a unique individual, with his or her own special challenges. And Barbara loves the challenge – that’s what drives her! Every tax return is like solving a puzzle to Barbara. She also believes in the value of relationships and views every client relationship like a mini partnership . We are Enrolled Agents (or EAs). About Our Firm. Oak Tree Tax Office provides outstanding service for our clients primarily due to our dedication to three underlying principles: Professionalism; Responsiveness; and Quality Work. We combine our expertise and experience with the energy of our staff to offer each client close personal and professional attention. Through our commitment to high standards we are able to deliver outstanding results. We ensure that every client is served by the individual skills of our whole firm. Our firm is responsive to individuals and companies who choose us for their tax preparation needs or for our consultation services. We provide expert services to individuals and to small and medium sized businesses. Through diligent hard work, we have earned the respect of the business community. A tax office becomes successful based on the quality of its service. Our firm’s reputation reflects the high standards we set for ourselves. Our primary goal as a trusted advisor is to be available to our clients by providing good advice thereby enabling them to make informed financial decisions. At Oak Tree Tax Office, we feel it is extremely important to continually and professionally educate ourselves to improve our technical expertise, knowledge and service to our clients. Our high quality service reputation is the direct result of our commitment to excellence. Oak Tree Tax Office, Inc. © 2017.   Welcome to Oak Tree Tax Office, Inc. The Oak Tree Tax Office website was created to provide clients and potential clients with information concerning our firm and our personalized approach to individual and professional tax and consulting services. If tax season brings you loads of stress because of the ever-changing rules and confusing forms, contact us. We're here to make sure your returns are completed accurately so you can rest worry-free when April 15 rolls around. We welcome all clients, but especially those businesses and individuals who want the benefits of a long-term relationship with a tax firm that wants to grow with you. We give all our clients the time, attention, and convenience they should expect. Unlike some other tax firms, when Oak Tree Tax Office says we offer personal service, we mean it. When you come to us with your tax preparation and accounting needs, you'll deal directly with our owner and president, Barbara Aho. We don't put administrative staff in the middle of you and our enrolled agent expert. That means you'll always have first-hand knowledge of where things stand. Please, feel free to browse our website. View the services we offer as well along with the helpful tax tips, and the FAQ questions and answers page we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us. For updates and the latest news, click on our News link. If you're looking for a firm that will focus on your individual needs, and genuinely treat you like a client who is important, look no further. Our firm is flexible enough to offer a pretty full range of professional services, while giving you the individual attention that you deserve. We will completely and conscientiously study your personal situation, and tailor our advice to your exact needs.