Oasis Financial

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17903 State Road 23
South Bend, IN 46635
+1 (574) 246-1165
http://www.oasisfinancialsolutions.com

OASIS Financial Solutions, founded in 2003 by Dan Osberger, CPA, is a sole proprietorship accounting firm based in South Bend, Indiana. With a focus on tax planning, financial consulting, and tax-efficient investment strategies, OASIS Financial serves individuals, families, and closely-held businesses, aiming to minimize clients' income tax while aligning investments with long-term goals.

Offering a common sense approach to finances, OASIS Financial utilizes sophisticated planning software to provide services such as tax preparation, estate planning, budgeting, retirement accounting, and college savings. As a Registered Investment Advisory Firm, their goal is to help clients achieve tax efficiency and financial stability, ensuring investments are in line with their priorities and long-term objectives.

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1.01 reviews
Michelle E.
7/19/2023

I posted a review/comments previously as to the poor sloppy and incomplete service I received. To add insult to injury I received notification from the IRS that errors were made on the...

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