Oakhurst Financial

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Today: 10:00 am - 4:00 pm

Tomorrow: 10:00 am - 4:00 pm

12 Years

in Business

Hours

Regular Hours

Mon - Fri:	10:00 am - 4:00 pm
Sat - Sun	Closed

Places Near Los Altos with Financial Planners

General Info: Oakhurst Financial is a fee-only financial planning, investment management, and tax firm in Los Altos, California. As Financial Planners, we offer an integrated, comprehensive approach to investments, retirement planning, tax planning, and tax preparation. We analyze the tax implications of your investment strategies to optimize what really matters to you: what you keep after taxes. And we don't just prepare tax returns in isolation, but instead help you plan your financial strategies throughout the following year. Our fee-only approach means that we accept no commissions for selling any products, nor do we benefit from recommending any particular course of action. We look out for what is right for you. Our planning and investment advice is offered hourly, or by the project. You get to choose what fits you. Tax preparation is done for a very competitive fixed fee, determined by the complexity of your returns.
Services/Products: Tax preparation and representation by an IRS Enrolled Agent, admitted to Practice Before the IRS Financial Planning by a Certified Financial Planner Investment Management by a California Registered Investment Adviser
Payment method: check
Neighborhood: Central Los Altos
Accreditation: Financial Planning Association, IRS Enrolled Agent
Other Link: main web site
Categories: Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation