Soothe your tax season headaches with this workshop! We will cover common questions around entity types, deductions, tax planning techniques and more. You will also have the opportunity to ask questions specific to your business.
Your Presenter: Bill Oakes
Bill has over 25 years of experience as a small business owner in Silicon Valley. Bill’s business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.
Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients.
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS and a CFP® Certified Financial Planner
He has a BA from the State University of New York in Mathematics and Statistics and a MS from Boston University in Computer Science
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