Green Oak Financial
- Open ⋅ Closes 5 pm
- 9 am–5 pm
- Closed on Saturday, Sunday
Our company focuses on accounting and tax preparation services for a wide variety of clients. We specialize in: • Tax return filing and tax planning for individuals, especially those in the biotech space • Bookkeeping and financial statements for small businesses and non-profit organizations • Corporate, Partnership, and non-profit tax return filing Our paperless office enabled us to transition very smoothly to a virtual office when the Covid-19 pandemic hit mid-tax season. We offer clients access to an encrypted secure portal for document sharing and storage. While we love meeting clients in person, our technology allows us to offer the same high level of service remotely.
Services
- Tax consultant
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
Business Hours
- Monday
- 9 am–5 pm
- Tuesday
- 9 am–5 pm
- Wednesday
- 9 am–5 pm
- Thursday
- 9 am–5 pm
- Friday
- 9 am–5 pm
- Saturday
- Closed
- Sunday
- Closed
Find Us on Google Maps
20 Marine Rd, Milton, MA 02186, United States
Customer Reviews
Reviews
My wife and I have had JJ as our accountant for at least 10 years and he is always highly competent, patient, and current on his understanding of tax laws that apply to us. I am a sole-practitioner consultant and my wife works for a large organization. We are now semi-retired and we continue to be highly satisfied with Green Oak Financial.
We have trusted and relied on Green Oak Financial for many years now. The company has proven to be invaluable to my wife and I has eliminated any concerns we may have had with the management of our accounts and financial health. The company is extremely timely in getting work done or responding to your questions and is highly recommended by the Harris Family.
JJ is an outstanding, superb tax accountant. Always readily available to answer all questions and made the whole tax return very smooth.
They were fantastic. JJ and his team were really quick to answer any questions we had and got everything done super quickly. Cant recommend them enough.
Very professional and friendly.
JJ is an extremely responsive, thorough and detail oriented accountant. We are very grateful we have, after many years, finally found a good accountant!
JJ and his team are extremely helpful with filing are taxes. They were readily available to answer all of our questions. I would definitely recommend using their services.
Best Tax Experience ever and so helpful with putting it all together. JJ knows so much about TAX laws and more! I would recommend Green Oak Financial to everyone I know!
I’ve worked with JJ and the GreenOak team for over 10 years- it’s always a pleasure and I continue to be amazed at how personalized his approach is. Saving money and having a good time doing it!
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