OUR SERVICE OFFERED
Strategy first. Filing second.
Implementation always.
Every engagement at Oro begins with understanding your full picture. We work with clients across the country to build and implement proactive tax strategies shaped by their businesses, investments, income, and long-term goals.
Advisory & Custom Tax Planning
A tax advisory team in your corner, all year.
Our virtual advisory model gives business owners across the country access to proactive planning, hands-on implementation, and year-round guidance without being limited by location.
Structure
Income Timing
Retirement
Real Estate
Your strategy evolves as your business does, from entity structure and income timing to retirement, real estate, and multi-state considerations.
Tax Recovery Report
What if the last few years weren't optimized?
Our Oro Tax Recovery Report is a comprehensive review of your previous three years of tax returns to identify missed credits, overlooked deductions, and untapped tax-saving opportunities. On average, our clients uncover more than $60,000 in recoverable tax savings—helping them reclaim money they never knew was available.
Tax Returns & Filing
Returns filed right, with strategy built in from the start.
Tax preparation backed by proactive strategy. Filing your tax return is more than checking a box—it's an opportunity to ensure every deduction, credit, and planning strategy is properly captured. Our team prepares accurate federal, state, and local tax returns while keeping your long-term tax strategy at the forefront.
R&D Tax Credits
Innovation shouldn't go unrewarded.
Many businesses qualify for valuable Research & Development tax credits without realizing it. Whether you're developing software, improving products, streamlining operations, or investing in new technologies, our team identifies qualifying activities, prepares the necessary documentation, and helps maximize available tax credits with confidence.
Sales & Use Tax Recovery
You may be paying more sales tax than you should.
Many manufacturers and product-based businesses unknowingly overpay sales and use taxes on purchases that qualify for exemptions. We review your operations to identify opportunities involving manufacturing equipment, raw materials, utilities, safety gear, leased equipment, and other qualifying expenses—helping you recover overpaid taxes while reducing future tax liabilities.
Common questions about our services
What happens on the strategy call?
We look at your current structure, income, and entities, and give you a clear picture of what's likely being missed — no pitch, no pressure.
How is ORO different from a traditional CPA?
Traditional CPAs report what happened. ORO plans what should happen — and implements it, all year, not just at tax season.
What types of businesses do you work with?
Do you work with clients outside Florida and South Carolina?
Does Oro work with high-income W-2 earners?
- Retirement plan optimization
- Real estate and depreciation
- Charitable giving
- Income and deduction timing
- State tax considerations
- Investment and portfolio analysis
Oro develops a personalized strategy around your finances, goals, schedule, and capacity to implement, not a generic list of tax ideas. Results vary, and every recommendation depends on the client’s circumstances.
Will Oro help me implement the strategies you recommend?
- Identify opportunities by analyzing your complete financial picture.
- Prioritize strategies based on your goals, timeline, and capacity.
- Support implementation through clear guidance, accountability, and coordination with the appropriate professionals.
How does Oro evaluate the strategies it recommends?
Our team of CPAs and tax attorneys researches each strategy against current tax law and technical guidance.
Before recommending it, we evaluate eligibility, documentation, deadlines, audit readiness, implementation requirements, and your individual risk tolerance.