Oak Tree CPA & Consulting LLC

Oak Tree CPA & Consulting LLC Oak Tree provides comprehensive tax services, specializing in individual, corporate and small bussiness tax preparation, planning, and consulting.
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Our mission is to provide a personalized tax experience for each of our clients to save as much as possible!

09/03/2026

A budget isn't about limiting yourself. It's about giving every dollar a purpose.

Knowing where your money goes is the first step toward reaching your financial goals.

09/02/2026

Being a business owner means working 80 hours a week so you can avoid working 40 hours a week for someone else.

We see you, entrepreneurs. Keep pushing forward!

Don't wait until tax season to think about deductions.Keeping receipts and tracking expenses year-round helps ensure you...
09/01/2026

Don't wait until tax season to think about deductions.

Keeping receipts and tracking expenses year-round helps ensure you're getting every deduction you're entitled to.

08/31/2026

Did you know that mixing personal and business expenses can create major accounting challenges?

Separate bank accounts and credit cards help keep your records clean, accurate, and much easier to manage.

08/30/2026

Taxes are like doing laundry. Ignore them long enough, and eventually you'll have a much bigger problem than when you started.

Don't let paperwork pile up. Stay on top of your finances and future you will thank you!

08/28/2026

Running payroll might seem simple — calculate the hours, pay the employee, done… right? Not quite! 😅
Payroll also means staying on top of:
- Federal & state tax withholdings
- Payroll tax deposits and deadlines
- Quarterly and annual payroll filings
- Employee vs. contractor classifications
- W-2s and 1099s
- Changes in wages, deductions, and tax requirements
Even a small payroll mistake can turn into a much bigger headache later.

Oak Tree CPA can help take payroll off your plate so you can spend less time worrying about forms, filings, and deadlines — and more time running your business.

08/27/2026

Those trips can matter at tax time — but guessing your business mileage in April isn't a great strategy.
Start tracking throughout the year:
📍 Date
📍 Destination
📍 Business purpose
📍 Miles driven
Whether mileage or actual vehicle expenses ultimately makes sense depends on your situation.
Good records today = fewer headaches tomorrow.

08/26/2026

Business growth is exciting — until the tax bill grows right along with it. 😳
As your income increases, the tax strategy that worked when your business was smaller may no longer be the best fit.
That makes growth a great time to review your:
✔️ Business structure
✔️ Estimated taxes
✔️ Retirement opportunities
✔️ Deduction strategy
✔️ Overall tax plan
Your business evolved. Your tax strategy should too.

08/25/2026

Filing your tax return tells you what already happened.
Tax planning asks a much more important question: What can we do BEFORE December 31st to improve the outcome?

Business structure, retirement contributions, equipment purchases, timing of income and expenses, and other decisions can potentially affect your tax picture.

The best time to talk tax strategy isn't April — it's before the year is over.
Oak Tree CPA & Consulting believes in being proactive, not reactive.

Tax planning isn't something you do in April.The best tax strategies happen year-round.Let's make a plan before tax seas...
08/24/2026

Tax planning isn't something you do in April.

The best tax strategies happen year-round.

Let's make a plan before tax season arrives.

Address

3190 Glenwood Park Avenue
Erie, PA
16508

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