OASIS Financial

General information

OASIS Financial strives to serve the financial service and tax needs of families and small businesses in the Michiana area (including South Bend, Mishawaka, Granger and Niles) by providing excellent service and personal attention. Investment services offered by OASIS Financial Solutions, Inc., a Registered Investment Adviser, include Investment Management as well as Personal Financial Planning such as: Retirement Readiness, Retirement Planning, College Savings, Saving for a Vacation Home, IRA Investing, Lifetime Planning, Employee Benefit Reviews and Budgeting. Independent Reviews of Personal Investments is also a service. Tax Services and Small Business Accounting are provided by a CPA and Accountant. Our Tax Services are in the areas of: Income Tax, Tax Return Preparation, and Electronic Filing. Small Business clients are offered QuickBooks, Monthly Accounting and Bookkeeping, Payroll Preparation and Payroll Tax Filing as well as Business Tax Returns and Small Business Income Tax Filing. Assistance is also provided to Executors in preparing Final Tax Returns or Decedent Tax Returns, Estate Taxes and Estate Planning.