Dan is a native of South Bend, Indiana who majored in Accounting at the University of Notre Dame, and also has an MBA from Indiana University with a concentration in Finance. He is a CPA licensed in Indiana and also holds securities licenses.
- Tax/CPA Services
Tax Preparation: Federal, State & Local Tax Returns; Electronic Filing of Tax Returns; Tax Planning; Tax Efficient Investing; Estate Returns - Assist Executors with Final Tax Return for Deceased; Client Base Composed of Individuals, Small Businesses or Preparation of Estate Return, and more...
- Financial Planning Services/RIA
Why is our approach better for you?
Often, our clients find that they have Saved Too Much! They have even cut back on saving and have more to enjoy now. Find out whether your sacrifices now are truly needed.
At OASIS, we offer a common sense approach to finances using new, sophisticated planning software.
This sole proprietorship accounting firm operated by Dan Osberger, CPA, was founded in 2003. OASIS Financial provides the following services:
- Tax Planning
- Tax Preparation
- Financial Consulting
- Accounting Services
Target client groups include individuals, their families, and closely-held businesses. Our goal is to help clients pay as little income tax as is allowed by law. We take the time to understand your priorities, to ensure that your investments are tax efficient, and in-line with your long term goals.
OASIS Financial Solutions, Inc.
This firm is a state registered investment advisory firm (RIA). Dan is the registered representative for the firm and holds the necessary securities licensing. As an RIA, OASIS provides you with fee-based investment management and financial planning services. Client financial plans are performed on a by-project arrangement. Presently, we manage approximately $10 million of assets.
Let us help you with:
- Financial Planning
- Investment Strategies
- Estate Planning
- College Savings