Green Oak Financial Services

Green Oak Financial Services is a financial services practice with a primary focus on tax preparation. Your personal and business financial needs will be met by a Certified Public Accountant. We will take the time to offer an accurate hands-on approach to your taxes to ensure you receive all the deductions and credits you deserve. We offer competitive pricing options and a free review of your previous year’s tax return. J.J. O'Connor is the President of Green Oak Financial Services, a financial services practice with a primary focus on tax consulting. During his 15 years of experience, J.J. has worked on tax planning, research, auditing, financial modeling, computer programming, and has provided financial advice for some of the most reputable accounting and financial companies in the world. J.J. began his career at Arthur Andersen where he worked on auditing financial statements for major financial companies and hedge funds. He also worked in structured finance where he built complex financial models as well as computer programs. J.J. continued his career at Ernst & Young before moving on to become an investment professional with Assured Guaranty and Allianz Risk Transfer, where he focused on analyzing and monitoring investments across the structured finance and alternative investment fields. J.J. received his Bachelor of Science, in Economics and Accounting from the College of the Holy Cross and his Master of Business Administration in Finance from the Stern School of Business, New York University. He is also a Certified Public Accountant. J.J. volunteers with Ecuador Quilt, a non-profit organization which provides medical and housing supplies to underprivileged people in Ecuador as well as Pope John Paul II Catholic Academy in Dorchester. Services Tax Planning & Preparation Individual returns, from Schedule 1040EZ to the most complicated individual returns. Tax returns for the self-employed, including quarterly tax filings. Business returns, including partnerships and S Corporations. Estate tax returns Special expertise in filing returns for United Nations employees and others working and living abroad to make sure their tax obligations are completely satisfied. I am quoted in the Fiscal Times regarding this subject. Past due tax returns for individuals and businesses. Amended tax returns for individuals and businesses. Negotiation with the IRS to achieve equitable resolutions of disputes. Accounting Quickbooks Accounting Systems consultation for businesses and individuals. Preparation and review of financial statements for businesses and individuals. Financial Modeling Sophisticated Excel spreadsheet financial statement projections which can be used to help with your business plans. I have previously worked with small businesses to project their revenues and expenses using different assumptions to help them plan for the future. This spreadsheet solution creates an income statement, balance sheet, and statement of cash flows so that one can see how your financial statements will look in the future. This solution is very helpful for both business planning and for loan applications. Also worked with hedge fund to help them model fixed income securities in order to make investment decisions. Additionally, I enhanced reporting capabilities for a software company to track expenditures, develop measurement tools, and build forecasting capability by using Visual Basic for Applications.

Address: 101 Arch Street, Suite 1950 Boston, MA 02110, USA

Phone: +1 617 615 6486
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