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Bill Oakes EA, CFP

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(408) 927-6771
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About Bill Oakes EA, CFP

Fee only, objective, financial advice to individuals and families, regardless of net worth, income or assets. Tax Planning, Preparation and Representation services to individuals & small businesses.

Location & Directions for Bill Oakes EA, CFP

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1314 Addiewell Pl, San Jose, CA 95120
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Services Bill Oakes EA, CFP Offers

Tax Planning for Individuals and Small Businesses, Tax Preparation for Individuals and Small Businesses, Taxpayer Representation, Taxpayer Representation Audits, Taxpayer Representation Collections, Taxpayer Representation Appeals, Fee only financial planning, Objective financial advice. Personal Financial Planning, Comprehensive Financial Plans, Modular Financial Plans

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Business Categories Finance & Legal
Company Info
  • No. of Employees N/A
  • No. of Locations N/A
  • Year Founded 1993
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