“I'm paying too much in taxes.”
Proactive tax planning that identifies opportunities throughout the year, not just when it is time to file your return.
Tax · Bookkeeping · Controller · Fractional CFO
Proactive tax, financial reporting, and fractional CFO support for business owners, real estate investors, and individuals who want clear answers, responsive service, and year-round planning.
Experience you can rely on
Leadership roles within Big Four and national accounting firms, advising privately held businesses, entrepreneurs, investors and high net worth individuals on complex tax, financial reporting, structuring and strategy.
Who we work with
How it is built
Large firms bring resources, but often layers of staff. Oslo is built differently: senior-level oversight, direct communication and year-round planning.
What Can We Help You Solve?
Proactive tax planning that identifies opportunities throughout the year, not just when it is time to file your return.
Monthly financial reporting, dashboards, and CFO guidance that help you understand your numbers and make informed decisions.
Professional bookkeeping oversight that keeps your financial records accurate, organized, and tax-ready.
Responsive communication and year-round advice, not just during tax season.
Technology and better process that reduce administrative work and let you focus on running your business.
Fractional CFO guidance that helps you evaluate major financial decisions, improve profitability, and plan for growth.
Services
Choose the level of service you need.
Questions
Yes. Work is handled remotely through a secure client portal, with meetings by video or phone.
Yes. Multistate and out-of-state situations are part of regular practice, including multistate filing requirements for businesses and individuals.
Every service on this page shows the price it starts at. The estimator gives you an estimated range based on your situation, and the final figure is confirmed after the scope is reviewed.
Preparation reports what already happened. Planning looks at entity structure, timing, elections and estimates through the year, while there is still time to change the outcome.
Yes, and they are usually better handled together. Note that a business engagement does not automatically include the owner’s individual return; it is scoped and priced separately.
Bookkeeping keeps the records accurate. Controller adds reporting, KPIs and review on top of those records. Fractional CFO adds forecasting, financing support and strategic guidance for the decisions ahead.
Documents are exchanged through a secure client portal with access controls, rather than by email.
No. That is the point of the estimator. You can see an estimated range without speaking to anyone, and a call only happens if you request a proposal and it is a fit.
Your estimate
Assessment → Estimate → Request Proposal → Oslo Review → Brief Call if Needed