advantages



  • Emphasis on Ethics

  • Proof of Expertise

  • Specialized in the Area of Taxation

  • Resolves Issues Between You and the IRS

  • Penalty Abatement

  • Offer-in-Compromise

  • Installment Payment Plan

What We Do

About Barbara Aho, EA.

Oaktree Tax Office is owned and managed by Barbara Aho. Barbara started her career in accounting and tax preparation in 1980, working first for H & R Block. In 1988 she passed the Treasury Department test and became an Enrolled Agent. Barbara ran her own business for many years before joining Bob Wallis to form Wallis & Aho Enrolled Agents in 1993 where she remained until she formed Oak Tree Tax Office in 2012, in Lantana, Florida. Her current office is located at 300 S. Dixie Highway, Suite B, in Lantana, Florida. The business has continued to see strong growth since its founding.

Barbara is a member of The National Society of Enrolled Agents (NAEA), Florida Society of Enrolled Agents and the Palm Beach Chapter of FSEA, as well as NSTP, National Society of Tax Practitioners.

Barbara especially enjoys doing tax returns because she views every client that comes through the door as a unique individual, with his or her own special challenges. And Barbara loves the challenge – that’s what drives her! Every tax return is like solving a puzzle to Barbara. She also believes in the value of relationships and views every client relationship like a mini partnership .

We are Enrolled Agents (or EAs).

What exactly does that mean? An Enrolled Agent is a special type of tax advisor who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Enrolled Agents represent taxpayers before the Internal Revenue Service (IRS) regarding tax issues that may include audits, collections and/or appeals.

The Enrolled agent status is the highest credential awarded by the IRS.

The EA credential is recognized across all 50 U.S. states. EAs are like attorneys and certified public accountants (CPAs) in that they are empowered by the Department of the Treasury to represent taxpayers before the IRS. But the roll of the Enrolled Agent is unique. According to the National Association of Enrolled Agents, there are approximately 48,000 practicing EAs in the United States.

About Our Firm.

Oak Tree Tax Office provides outstanding service for our clients primarily due to our dedication to three underlying principles: Professionalism; Responsiveness; and Quality Work.

Professionalism.

We combine our expertise and experience with the energy of our staff to offer each client close personal and professional attention. Through our commitment to high standards we are able to deliver outstanding results. We ensure that every client is served by the individual skills of our whole firm.

Responsiveness.

Our firm is responsive to individuals and companies who choose us for their tax preparation needs or for our consultation services. We provide expert services to individuals and to small and medium sized businesses. Through diligent hard work, we have earned the respect of the business community.

Quality Customer Service.

A tax office becomes successful based on the quality of its service. Our firm’s reputation reflects the high standards we set for ourselves. Our primary goal as a trusted advisor is to be available to our clients by providing good advice thereby enabling them to make informed financial decisions.

At Oak Tree Tax Office, we feel it is extremely important to continually and professionally educate ourselves to improve our technical expertise, knowledge and service to our clients. Our high quality service reputation is the direct result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us any time .

Hours: 10am-4pm and 7-8pm EST Mon-Fri | 1-4pm EST Sat-Sun