Helping You Create a Strong Financial Foundation for Growth

Professional Tax, Accounting, and Bookkeeping Services in the Fort Myers, Florida Area

Just as trees need strong roots to grow and prosper, your business needs a strong financial foundation to thrive. At Great Oak, LLC, we help business owners create that foundation—starting with an efficient accounting system supported by the highest quality accounting, bookkeeping, and tax services.

Approachable, knowledgeable, and professional, you can depend on us to provide the guidance you need to make key decisions that will establish—and maintain—a position of financial strength for your business. We offer the complete solutions needed to effectively manage financial operations, delivered using advanced, easy-to-use, technology and an unparalleled commitment to personalized service.

Our mission is to assist you in meeting your goals—and we are dedicated to ensuring that your business has strong roots, and a straightforward path to success. Please take a moment to review our comprehensive suite of services, then contact us. We look forward to discussing how we can help you:


Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Online)

Using Your Client Organizer
How to Review My 1040
Using File Exchange


Our Blog

Our New Website

Great Oak CPA is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also...


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...and get what you need, when and where you need it!

Phone: 239.267.1167