Green Oak Financial Services has been serving the Boston area since 2011 with locations in Milton and downtown Boston. We are a full-service tax and bookkeeping firm. Our tax practice specializes on individuals in the technology and biotechnology sectors, with a specific focus on making sure they get the most out of their stock compensation.

Our bookkeeping practice provides support for non-profits and small businesses from business start-up through monthly bookkeeping, year-end business tax preparation and business owners' tax preparation. We also provide outsourced/interim accounting department roles as needed to businesses of all sizes.