Maven Oak CPAs (MO) is a woman owned CPA firm located in Lafayette, California. Previous to launching MO, the founding members worked together for over ten years. MO was developed from the notion that CPAs can do more than compliance work. We believe in leveraging technology to create efficiencies in compliance. Our team has the skill set to be trusted advisors through our emphasis of building strong relationships within professional organizations.  We work closely with clients and their consultants to develop personalized strategies tailored to their unique situation and goals. Our niche is family office, closely-held business, individual business owners, trusts & estates. 

Maven Oak CPAs

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Maven Oak CPAs

Org chart

Teams

Offices

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