Oasis Financial

Oasis Financial

  • 17903 State Road 23
  • South Bend, Indiana
  • 46635

Description

He also has a range of experience in investment management, employee benefits and income tax planning and preparation. Dan has been responsible for endowment portfolios of nearly $100 million. He has extensive experience in both life and health insurance from his work at BCBS of Indiana, now Anthem Insurance of Indianapolis.

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, Budgeting, and 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 lawful. We take the time to understand your priorities to ensure that your investments are tax efficient and in-line with your long term goals.

Products & services

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