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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