Jose Oaks, MBA, CPA - Principal Member
BS, Accounting - Fordham University
MBA, Finance - New York University
CPA – States of Connecticut & Florida
Mr. Oaks is licensed as a CPA in both Connecticut and Florida and has provided his clients with outstanding professional services in every area of tax, accounting, representation, and consultation for many years. He is admired by his clients as a high quality Financial Professional who genuinely cares about their needs.
As an Accounting Faculty member in the Graduate School of Business at the University of Connecticut, Mr. Oaks is respected by his students for being knowledgeable about current tax and accounting issues as well as for teaching the subject clearly and effectively. He was featured in the Journal of Accountancy for utilizing innovative techniques in conveying accounting concepts in the classroom.
Mr. Oaks is a Former Financial Manager of several corporations including:
Lucian Slepski, CPA - Partner
BS, Accounting – Central Connecticut State University
MS, Taxation – University of Hartford
CPA – State of Connecticut
As a former Internal Revenue Service Appeals Officer, Mr. Slepski brings many years of expertise in knowing the ins and outs of the IRS’ procedures and regulations having served in a variety of capacities in the IRS for many years.
He has successfully taken many clients through the audit process with outstanding results.
Sandra Oaks, EA - Partner
BS, Accounting & Economics, University of Guayaquil, Ecuador
Enrolled Agent - A designation by the IRS after demonstrating tax competence in every area of federal taxation through 3 IRS exams. She is qualified to represent clients before IRS and State.
Ms. Oaks is an accomplished accountant and tax professional. She is highly effective at high volume accounting, bookkeeping, and tax preparation. She is our Office Manager, coordinator, and “traffic director”. Ms. Oaks is also our official Spanish/English translator.