We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We believe in building lifelong client relationships and creating raving fans. Our clients pay lower taxes with our proven, custom strategies for all stages of business and life.Founded in 2006 by Matt & Amber Rzepka, Valley Oak is a specialized financial services firm that offers a variety of solutions to help small business owners maximize the full value of their business and to always plan for the future.
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Matt is the owner and founder of Valley Oak, a professional services firm based in southwest Michigan. The firm is comprised of three primary businesses: CPA Services, Financial Services, and Financial Wealth Strategies. Matt is a proud member of, and Executive Coach for Circle of Wealth. The Valley Oak business model brings the discussion of tax implications to the forefront of all financial decisions, which is where they belong. Valley Oak services clients all across the United States, currently serving clients in upwards of 30 different states.
We offer a broad range of services to help your family and your business plan for the future in an effort to make sure you are maximizing your full financial potential. We offer personal and corporate tax preparation services, coupled with income and business tax planning for all of our clients. We believe the most important first step of your overall financial strategy is tax planning.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (1)
Jennifer Brodie
Jan 03, 2020
