Oakes, P.C.
A Service Company specializing in integrated tax and accounting for businesses, associations, and individuals
About the Founder

Kevin "Troy" Oakes brings over eleven years experience and possesses the following credentials:

Certified Public Accountant - Commonwealth of Virginia
Graduate of Virginia Tech - Class of 1993

Oakes, PC has been in business over 15 years and prides itself with an excellent customer service commitment. As a customer you can expect our listening to your specific needs, prompt responses to your inquiries, comprehensive solutions, and a respectful and trustworthy working relationship.


Nonprofits / Homeowner's Association
Business/Individuals
Trusts and Estates / Benefit Plans

Nonprofit

  • Organization launch and set up guidance
  • IRS application preparation for tax-exempt status
  • Bookkeeping for payables, general ledger entries, comparison of budgets to actual results, and monthly reporting
  • Payroll tax filings
  • Sales and Use Tax Filing
Homeowner's Association
  • Advice and accounting system management for accounting records and budgeting
  • Audit, review and compilation financial reporting
  • Filing of federal, state, and local tax returns

 

Businesses

  • Business launch and set up guidance
  • Setting up accounting systems and software training
  • Audit, review and compilation financial reporting
  • Tax planning: Minimization of tax and maximization of profits
  • Filing of federal, state and local tax returns
  • Bookkeeping for payables, general ledger entries, comparison of budgets to actual results, and monthly reporting
  • Payroll tax filings
  • Sales and Use Tax Filing
Individuals
  • Tax planning and return preparation
  • Non-Resident Alien returns
  • US Residents living abroad
  • Prior year return review and amendment if necessary
  • Applications for abatement of penalties for late returns
  • Negotiation of "Offers in Compromise" with the IRS for taxpayers who owe back taxes and are unable to pay them
  • Representation before the Internal Revenue Service on tax matters

 

Trusts and Estates

  • Trust and Estate income tax return preparation
  • Estate Tax Return preparation
  • Estate and Trust accounting as required by local jurisdictions
Benefit Plans
  • Filing of information returns with the Internal Revenue Service

 

Links
>> Internal Revenue Service (IRS.gov)
>> Virginia Department of Taxation
>> District of Columbia - Tax and Revenue
>> Comptroller of Maryland
>> Massachusetts Department of Revenue

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Site Info
Issue: Year: 2004
Editor: Kevin T. Oakes
Contact Info

Oakes, P.C.
3330 Bourbon Street
Suite 118
Fredericksburg, VA 22408

Phone: 540-371-1300
Fax: 540-373-6172
URL: www.oakespc.com
Email: Oakes,PC