Alternative text: About
Alternative text: Tax/CPA Services
Alternative text: Financial Planning Services/RIA
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OASIS Financial strives to serve the financial service and tax needs of families and small businesses in the Michiana area (including South Bend, Mishawaka, Granger and Niles) by providing excellent service and personal attention. Investment services offered by OASIS Financial Solutions, Inc., a Registered Investment Adviser, include Investment Management as well as Personal Financial Planning such as: Retirement Readiness, Retirement Planning, College Savings, Saving for a Vacation Home, IRA Investing, Lifetime Planning, Employee Benefit Reviews and Budgeting. Independent Reviews of Personal Investments is also a service. Tax Services and Small Business Accounting are provided by a CPA and Accountant. Our Tax Services are in the areas of: Income Tax, Tax Return Preparation, and Electronic Filing. Small Business clients are offered QuickBooks, Monthly Accounting and Bookkeeping, Payroll Preparation and Payroll Tax Filing as well as Business Tax Returns and Small Business Income Tax Filing. Assistance is also provided to Executors in preparing Final Tax Returns or Decedent Tax Returns, Estate Taxes and Estate Planning.
OASIS Financial CPA Accountants Accounting Personal Financial Planning Financial Planning Financial Planner Retirement Planning Lifetime Planning Planning Retirement Invested Assets Investments Investment Services Investment Strategies Investment Management IRA Retirement Readiness College Savings College Investments Employee Benefits Review Vacation Home Savings Budgeting Independent Investment Management Personal Attention Personal Service Service Oriented Preparation of Income Taxes Income Taxes Tax Taxes Estate Planning Estate Taxes Decedent Taxes Assist Executors Tax Preparation Tax Filing Electronic Tax Filing QuickBooks Payroll Payroll Taxes Payroll Preparation Bookkeeping Monthly Accounting Small Business Taxes Business Tax Returns Michiana South Bend Niles Granger investment management tax consulting
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