(325) 326-5832
Your Finances,
Finally
Under Control.
Oaxview delivers expert bookkeeping, tax preparation, and enrolled agent IRS representation — for individuals and businesses across all 50 states. No surprises. No stress. Just clean books and confident filings.
The Financial Partner You Deserve
One firm. Every service you need.
Everything You and/or Your Business
Needs to Thrive.
Most bookkeeping and tax services treat you like a number. At Oaxview, you get a dedicated team that knows your business, keeps your books current year-round, and stands beside you if the IRS ever comes calling — whether you own a business or not.
Monthly Bookkeeping
Fully reconciled books every month — P&L, balance sheet, dedicated bookkeeper included.
Bookkeeping Starter (AI-Assisted)
Entry-level for businesses under 50 txns/mo. AI-categorized with human review.
Catch-Up & Clean-Up Bookkeeping
Months or years behind? We get your records accurate and tax-ready.
Accounts Payable Management
Bill management, payment scheduling, and vendor reconciliation.
Accounts Receivable & Collections
Invoice creation, tracking, payment reminders, and collections workflow.
1099 Filing & Contractor Management
Track contractor payments, prepare and e-file 1099s. Deadline guaranteed.
Bookkeeper Takeover & Transition
Structured takeover from your prior bookkeeper — tiered by months behind.
Bookkeeping Diagnostic Review
Full review of records — errors, gaps, compliance risks, remediation plan.
Individual Tax Preparation & Filing
Federal & state returns for W-2 earners, freelancers, investors, and landlords.
Business Tax Preparation & Filing
S-Corps, C-Corps, LLCs, partnerships — accurate filings, every deduction applied.
Year-Round Tax Planning
Proactive strategy to minimize your tax bill before April — quarterly reviews included.
S-Corp Election & Tax Strategy
Complete S-Corp election handling. Savings often 10–20% of SE tax.
S-Corp Reasonable Compensation Survey
IRS-defensible fair market salary analysis before taking distributions.
Sales Tax Filing & Compliance
Multi-state sales tax: registration, filing, remittance, and nexus analysis.
Franchise Tax Filing (Texas)
Texas Franchise Tax return, margin optimization, all correspondence handled.
Quarterly Tax Planning & Analysis
Estimated tax calculation and strategy review every quarter.
R&D Tax Credit Service
Zero upfront cost — you only pay if you save. Avg SMB credit: $20K–$60K.
IRS Audit Representation
Our EAs take over all IRS communication — you may never speak with them directly.
Back Taxes & Unfiled Returns
Get compliant, minimize penalties, and establish a realistic resolution path.
Offer in Compromise
Settle your entire tax debt for less than the full amount owed in qualifying situations.
IRS Installment Agreements
Structured payments negotiated on your behalf — collections stopped while you pay.
Tax Lien & Levy Release
Release federal tax liens, stop wage garnishments, and lift bank account levies.
Penalty Abatement
IRS penalties are often removable — we know exactly when and how to pursue abatement.
Payroll Processing
Accurate, on-time payroll — direct deposit, withholding calculations, tax deposits handled.
Payroll Tax Filing & Compliance
Federal, state, and local payroll tax deposits and filings: 941s, 940s, W-2s.
HR & Benefits Administration
Onboarding, offboarding, PTO tracking, and benefits coordination.
Expense Reimbursement Management
Employee expense reports via Gusto, Expensify, or Ramp. Tiered by headcount.
Certified Payroll (Davis-Bacon)
Federal and state contract compliance — prevailing wage reports prepared and submitted.
Controller Services
Month-end close, internal controls, financial accuracy oversight. Enterprise rigor, startup price.
Fractional CFO Services
Strategic finance: budgeting, forecasting, cash flow, and investor-ready reporting.
Budgeting & Forecasting
Annual budgets, rolling 12-month forecasts, and scenario models.
Cash Flow Forecasting & Management
13-week rolling cash flow models — flags shortfalls before they become a crisis.
Custom Financial Dashboards & KPIs
Live dashboards in Looker Studio connected to QuickBooks — updated monthly.
Marketing ROI Analysis
Connect marketing spend to real revenue: CPL, CPA, ROAS by channel.
Job Costing & Project Profitability
Per-project profitability reporting — price smarter and identify losing projects.
Business Performance Reviews
Quarterly deep-dive: financial trends, industry benchmarks, and action plan.
Internal Controls Review
Approval workflows, segregation of duties, and audit trail implementation.
Annual Budget Development
Detailed annual budget by revenue stream and expense category tied to your goals.
Rolling 12-Month Forecast
Financial outlook updated every month — always showing the next 12 months ahead.
Scenario / What-If Financial Modeling
Best case, base case, worst case — for major business decisions backed by data.
Lender-Ready Financial Package
Complete SBA 7(a) or business credit package — projections, history, cash flow model.
KPI Design & Monthly Scorecard
5–10 KPIs, monthly scorecard delivered in Looker Studio connected to QBO.
Headcount & First Hire Impact Modeling
Full financial impact of adding headcount — loaded cost, break-even timeline.
Revenue Forecasting by Service Line
Breakdown by offer, client, or product — double down on what works.
Annual Strategic Financial Planning Session
Goals translated into a financial model — revenue targets, budgets, milestones.
Business Formation & Entity Selection
LLC, S-Corp, or C-Corp — entity selection, state registrations, and tax efficiency from day one.
QuickBooks Setup & Consulting
QuickBooks ProAdvisors get your system running correctly from day one.
Accounting System Setup & Migration
QuickBooks Online, Xero, or another platform — setup or migration with team training.
Registered Agent Services
Receive state and legal correspondence — keep your business in good standing.
Accounting Software Training & Support
One-on-one and group training for QuickBooks Online, Xero, or your platform.
AI Readiness & Technology Advisory
Evaluate your accounting tech stack and recommend AI-powered automations.
Accounting Process Automation
Identify and automate repetitive tasks — data entry, invoicing, reconciliation.
Business Builder — Essentials
Bookkeeping, 1099 filing, year-end tax coordination · Solopreneurs & new businesses
Business Builder — Growth
+ AP/AR, payroll, year-round tax planning, S-Corp analysis · $100K–$500K revenue
Business Builder — Scale
+ Controller oversight, KPI dashboard, business tax return · $500K–$2M revenue
Tax Season Starter
Business + individual tax prep, S-Corp comp survey, post-filing strategy call
S-Corp Launch Package
Election analysis & filing, comp survey, payroll setup — LLCs $80K–$250K net
New Business Launch Package
Entity formation, EIN, registered agent, QBO setup, bookkeeping kickoff
Cleanup & Restart Package
Diagnostic review, catch-up bookkeeping (up to 12 mo), corrected financials
FP&A Jumpstart Package
Annual budget, 3-scenario model, revenue forecast, break-even model
Back-Office COO Bundle
Payroll, AP/AR, expense reimbursement, HR & benefits · 2–15 employees
Fractional Finance Team
CFO + Controller + FP&A — full finance function · $1M–$5M revenue
Lender Ready Package
3-year projections, SBA 7(a) package, cash flow model, lender narrative
R&D Tax Credit Service
Zero upfront cost — tech, energy, biotech, software companies eligible
Need Help Choosing?
Book a free consultation — we'll assess your situation and recommend the right services or package for you.
We Built the Firm
We Wish Existed.
Oaxview was founded by a team of IRS Enrolled Agents and certified bookkeepers who saw too many individuals and small businesses underserved — overpaying in taxes, struggling with messy books, and facing the IRS without qualified help.
We built Oaxview to be different: a fully remote, nationwide firm that combines the expertise of a big-city accounting firm with the accessibility and personal attention of a local partner.
Our team includes IRS Enrolled Agents, QuickBooks ProAdvisors, and experienced tax preparers — all working together on your behalf, 365 days a year.
Nationwide, Fully Remote
We serve clients in all 50 states through secure online systems — no geography, no limitations.
Enrolled Agent Expertise
The highest IRS credential available — giving you unlimited representation rights at every level.
Personal Attention, Always
You get a real dedicated team who knows your situation — not a faceless portal or call center.
Built for Every Budget
Great financial guidance shouldn't be reserved for Fortune 500s. We serve freelancers to 50-person teams.
Get Started in Three Simple Steps.
From first call to clean books, we make onboarding effortless.
Discovery Call
We start with a one-on-one consultation to understand your current situation, goals, and any challenges you're facing. Whether you're behind on bookkeeping, need tax filing, or are dealing with an audit — we identify exactly what you need and how we can help.
Onboarding
Once you decide to move forward, we guide you through a smooth onboarding process. This includes gathering documents, setting up secure account access, and organizing everything so we can begin working efficiently and accurately.
We Do the Work
After onboarding, you get to sit back while we handle your books, filings, and any IRS communications. You receive peace of mind, year-round — with our ongoing support and a team always in your corner.
Frequently Asked Questions
Everything you need to know about working with Oaxview. Don't see your question? Reach out — we're happy to help.
Yes — we serve clients in all 50 U.S. states. We are a fully remote, nationwide firm. No matter where you are located, we can handle your bookkeeping, tax preparation, payroll, and IRS representation securely online.
That's very common — and exactly what we specialize in. Our catch-up and clean-up bookkeeping service is designed to get your records accurate and tax-ready, no matter how far back we need to go. We'll take it one period at a time and get you fully current.
Absolutely. We handle IRS and state tax notices and provide full representation through our licensed Enrolled Agents. As EAs, we are federally authorized to represent you before the IRS at any level — so you may never need to speak with them directly.
We work virtually through secure online systems, video calls, email, and SMS — making communication easy and convenient no matter where you are. Our fully remote model means you get the same high level of service as a local firm, without the scheduling friction.
Yes — depending on your situation, you may qualify for programs that can significantly reduce or fully resolve your tax debt. This includes an Offer in Compromise (OIC), installment agreements, Currently Not Collectible status, and penalty abatement. We'll assess your eligibility and pursue the best possible outcome on your behalf.
Still have questions? Contact us directly →
Your Finances Deserve
Expert Attention.
Book your free Discovery Call today. We'll review your situation, answer your questions, and build a plan tailored to you — all before you spend a single dollar.
Free · No commitment · Individuals & businesses in all 50 states