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Oakwood Capital Accounting & Tax Advisors
📍 Fort Myers, FL
Visit website ↗ oakwoodcata.com
About
Oakwood Capital Accounting & Tax Advisors offers a holistic, comprehensive approach to your business and personal financial needs. For small and medium-sized businesses, they offer fractional CFO services and an à la carte full suite of accounting services, including financial reporting and preparation, budgeting and cash flow management, bookkeeping, payroll, tax planning and preparation, IRS audit representation, business insurance, and business management. For individuals and families, they offer tax planning and preparation, as well as IRS audit representation. Their network of Wealth Management firms provides comprehensive financial planning and investment management services to minimize tax liability.
At a glance
Serves Fort Myers, FL
✓ Licence verified — FL
registry, no. 69968 Built from the firm's public website · last checked Aug 2026 Work here? Claim this profile