Green Oak Financial

Green Oak Financial is an accountant in Milton, MA. The firm provides professional tax and financial services, including tax preparation, bookkeeping, and financial modeling. Serving the Boston area since 2011, the firm specializes in assisting individuals in the technology and biotechnology sectors with stock compensation, such as restricted stock, incentive stock options, and Employer Stock Purchase Plans. The firm holds a 5.00 rating.

The practice offers a wide range of accounting support, including long-term tax planning, forecasting, and year-end services like 1099 issuance and audit assistance. For small businesses and non-profits, the firm provides expertise in entity structure, payroll processing, and bank reconciliations. Their services extend to service-based businesses such as architects, photographers, and marketing professionals. Additionally, the firm provides outsourced or interim accounting department roles and utilizes sophisticated financial modeling to create projections for business plans and loan applications.

Located on Marine Rd, the office is about a half mile from Beth Israel Deaconess Hospital, Milton and a short drive from the Milton Police Department.

Green Oak Financial is recognized for its high level of service and expertise in complex tax and bookkeeping matters. The firm stands as a highly rated professional resource for both individuals and businesses in the local community.

Green Oak Financial provides specialized tax and financial expertise to the individuals and small businesses of Milton.