As the Founder of Oakhaven Advisors, Dustin Schaefer brings over 12 years of invaluable experience in public accounting, where he has honed his expertise in tax planning, business advisory, and financial management. His commitment to delivering strategic, proactive solutions is evident in the personalized services...
As the Founder of Oakhaven Advisors, Dustin Schaefer brings over 12 years of invaluable experience in public accounting, where he has honed his expertise in tax planning, business advisory, and financial management. His commitment to delivering strategic, proactive solutions is evident in the personalized services he provides to business owners and high-net-worth individuals across various industries. At Oakhaven Advisors, Dustin specializes in navigating the complexities of tax compliance, particularly in multi-state operations, ensuring that clients remain compliant while optimizing their tax positions.
Dustin's role involves not only managing comprehensive tax compliance but also offering strategic tax planning and advisory services that are tailored to the unique needs of each client. His deep understanding of business structuring, mergers and acquisitions, and estate planning allows him to guide clients through critical financial decisions with confidence. By leveraging his skills in financial reporting, tax research, and general ledger management, Dustin ensures that his clients receive insightful guidance that drives their financial success.
Key projects at Oakhaven Advisors often include intricate tax strategies for businesses undergoing mergers or expansions, as well as estate planning initiatives that safeguard family wealth for future generations. Dustin’s proficiency with tools like QuickBooks further enhances his ability to provide detailed financial insights, making him a trusted advisor in the ever-evolving landscape of financial management. Through his leadership at Oakhaven Advisors, Dustin Schaefer continues to empower clients to achieve their financial goals while navigating the complexities of today’s tax landscape.
