Accounting, Tax & Business Services

A clearer financial picture.
A stronger business foundation.

Professional support for individuals, LLCs, startups and small businesses: organized books, coordinated tax preparation, business formation and ITIN assistance.

Built around your next step

Less back-office friction.
More room to build.

Choose focused support or combine services around your business stage. QuickBooks Online and Xero bookkeeping workflows keep financial records organized and ready for review.

Discuss your business needs →
01
Business service

Bookkeeping Services

Clear books. A better view of your business.

Best for Founders, LLCs, startups and small businesses

Explore scope & workflow →
  • QuickBooks Online Bookkeeping
  • Xero Bookkeeping
  • Bank & Credit Card Reconciliation
  • Accounts Payable & Accounts Receivable
  • Monthly Financial Reporting
  • Bookkeeping Cleanup & Catch-Up
  • Profit & Loss and Balance Sheet Preparation
02
Business service

US Tax Preparation Services

Organized records and coordinated preparation for U.S. tax returns.

Best for Individuals, partnerships and corporations

Explore scope & workflow →
  • Individual Tax Returns (Form 1040)
  • Partnership Tax Returns (Form 1065)
  • S-Corporation Tax Returns (Form 1120-S)
  • C-Corporation Tax Returns (Form 1120)
  • Schedule C & Schedule E
  • Tax Planning and Preparation Support
03
Business service

Business Formation Services

From a business idea to an organized formation process.

Best for New founders and single-member or multi-member LLCs

Explore scope & workflow →
  • LLC Formation
  • Single-Member & Multi-Member LLC
  • EIN Application Assistance
  • Registered Agent Coordination
  • Business Registration Support
04
Business service

ITIN Services

A clear checklist for your ITIN application or renewal.

Best for Non-resident taxpayers and ITIN applicants

Explore scope & workflow →
  • ITIN Application Assistance (Form W-7)
  • ITIN Renewal Assistance
  • Supporting Document Guidance
  • Non-Resident Taxpayer Support
A connected workflow

Clear inputs. Accountable handoffs.

01

Organize

Agree the scope, access permissions and document checklist.

02

Reconcile

Work through records, gaps and exceptions with a clear owner.

03

Review

Share prepared outputs for client and specialist review.

04

Coordinate

Confirm the reporting, registration or submission handoff.

Start with the brief

Tell us where you are.
We’ll map the next step.

Tell us your business type, service requirement and timeline. Sensitive financial records and identity documents should be exchanged only through an agreed secure channel after onboarding.

Business inquiryLet’s define the next step

Healthcare inquiries: do not include patient names, medical record numbers, diagnoses, or other PHI / sensitive health information.

REDOAK GLOBAL SERVICES

How can we help?

Choose the easiest way to start your conversation.

Chat on WhatsAppOpen a conversation with the RedOak team.Book a meetingChoose an available time in our calendar.Email uscontact@redoakglobalservices.com
Monday–Friday · 9:00 AM–6:00 PMPrivacy policy