oXYGen Financial Tax and Business

What’s The Scoop About oXYGen Financial Tax and Business Services?

Benjamin Franklin had a famous saying, “Certainty? In this world nothing is certain but death and taxes.”  At oXYGen Financial Tax and Business Services we haven’t come up with a magic potion yet for eternal life, but we have figured out how to help you keep your tax liability to a minimum.    Our experienced staff of CPA’s, accountants, and bookkeepers can help you save time and money by developing effective proactive tax management strategies and making sure we prepare your tax documents with the utmost quality and care. The way we see it at oXYGen Financial Tax and Business, we are part of the overall experience of having a modern day family office.  Our office is friendly and relaxing where you choose your own drinks or can take a spin at the oxygen bar in the lobby.   Most importantly, all of your advisory team can be in one place under one roof.    If you need your taxes prepared, bookkeeping done for your business, or need transaction and advisory services such as valuing your business, oXYGen Financial Tax and Business Services can take care of your needs. We help both individuals and business, and especially those in the X and Y Generations to figure out a plan your future tax strategy. We aren’t your parent’s firm, we don’t wear ties, but oXYGen Financial Tax and Business Services can help you breathe easier®. Take a spin today. . . Click Here To Schedule A FREE Consultation

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Tax Services

Individual Tax Services

  • Federal and state personal tax returns
  • Paycheck withholding calculations
  • End of year strategic tax planning and consultation
  • Representation & Negotiation with the IRS for Inquiries or Audits
  • Filing of Late, Multiple-Year Returns and Related Communication and Coordination with IRS

Business Tax Services

  • Federal and State Returns for C-Corporations, S-Corporations, and P - Corporations
  • Federal and State Returns for LLCs and Partnerships
  • Federal and State Returns for Family Limited Partnerships

Estate & Gift Tax Services

  • Federal Gift Tax Reporting
  • Federal Estate Tax Returns
  • Federal Generation Skipping Taxes
  • Federal Income Tax Return for Trusts and Estates
  • State Returns, as needed

Business CFO Services

Accounting & Bookkeeping Services

  • Transactional Accounting, Account Reconciliations, & Financial Reporting
  • General Ledger Management & Reconciliation to Sub-Ledgers
  • Financial Statement Preparation and Presentation
  • Compilation Services
  • Document & Report Preparation for External Reviews, Audits, or Financial Due Diligence
  • On-Site Professional Staffing, temporary or full-time
  • Complete Payroll Processing, Reporting, and Payroll Tax Filings
  • Bill Pay Services

Financial Leadership & Strategic Financial Planning

  • Development of Management Reporting Package and KPI (Key Performance Indicator) Dashboard
  • Cash Management and/or Treasury Services
  • Financial Budgeting, Forecasting, and Modeling
  • Implementation of accounting system technology and related internal control processes and procedures
  • New Business / Start-up Planning - Business Plan Creation and/or Review and Related Financial Model

Business Transaction & Advisory Services

  • Financial Due Diligence on companies being considered for investment or purchase
  • Business Valuations & Related Valuation Reports

Electronic Aggregation and Vault Services

  • Set up of electronic single sign in account aggregation personal financial dashboard
  • Management of electronic personal financial dashboard
  • Set up of on line virtual safety deposit box
  • Management of on line virtual safety deposit box

Consulting Services

  • Business or personal marketing consulting services
  • Resume review
  • Bill analysis and shopping
  • Money therapy (hourly sessions)
  • Divorce planning

Legal & Litigation Support

  • Review and Negotiation of Contracts with Customers or Vendors
  • Consultation with legal counsel and preparation of key financial data for litigation purposes
  • Management of legal fee spend and consultation with key decision makers

CLICK HERE To Learn More By Meeting With An oXYGen Financial Private CFO®