OUR SERVICE OFFERED
Strategy first. Filing second.
Implementation always.
Every engagement at ORO starts with understanding your full picture, then building a plan that actually gets executed.
Tax Returns & Filing
Returns filed right, with strategy built in from the start.
Returns filed right with strategy built in from the start.
Tax Recovery Report
What if the last few years weren't optimized?
The 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, clients uncover more than $60,000 in recoverable savings.
Advisory
A tax advisory team in your corner, all year.
Not a once-a-year filing. Not a reactive relationship. An ongoing strategy that gets built, implemented, refined, and executed, quarter by quarter.
Structure
Income Timing
Retirement
Real Estate
We build a personalized strategy that covers the full picture, from S-Corp elections and QBI deductions to depreciation, home office reimbursements, and retirement vehicles like Solo 401(k) or defined benefit plans.
Signature Client
For business owners who've built something significant.
Signature Advisory is Oro's most comprehensive client relationship—a deeply embedded tax partner working alongside your business and financial life. Designed for scaled businesses, investment portfolios, multi-entity structures, and major financial decisions, it combines partner-led strategy with hands-on implementation to ensure your plan gets executed, not just
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.