Services
What We do
At Golden Oaks Financial Services, we are committed to providing expert solutions tailored to your unique needs. Whether you’re an individual, a family, or a business, our comprehensive range of financial services ensures you’re always one step ahead in achieving your goals.
Tax Services
Individual Tax Services
For individuals, we offer comprehensive personal tax planning, helping you to understand your obligations and identify opportunities to reduce your tax burden. Whether you are a PAYE employee, self-employed, or a landlord, we tailor our advice to suit your specific situation, ensuring that your financial affairs are structured in the most tax-efficient manner.
Corporate Tax Services
For businesses, we provide expert support to ensure corporate tax compliance. From preparing and submitting tax returns to advising on available reliefs such as research and development credits or start-up tax relief, we ensure your business meets its obligations while maximizing tax savings. We also assist with VAT registration and filings, ensuring accuracy and timeliness in all submissions. Additionally, we help employers stay compliant with PAYE and PRSI regulations, giving you peace of mind that your employees’ payroll is managed effectively.
Capital Gains Tax Services
Capital Gains Tax (CGT) is another area where our expertise can make a difference. If you’re selling property, shares, or other investments, we provide clear guidance on your liabilities and help you take advantage of reliefs such as principal private residence relief, entrepreneur relief, or retirement relief. Our team calculates your tax accurately and ensures timely payment so you avoid penalties while preserving your gains.
Probate and Inheritance Tax services
We also specialize in probate and inheritance tax matters, offering valuable support to those dealing with estate transfers. In times of emotional difficulty, we help families navigate the tax obligations associated with inheritance, ensuring compliance and minimizing liabilities wherever possible. We provide clear advice on inheritance tax thresholds and reliefs such as agricultural relief and business relief, helping beneficiaries plan effectively for the future.
Accounting & Bookkeeping
Streamlining Your Financial Management
At Golden Oaks Financial Services, we provide reliable and efficient accounting and bookkeeping solutions to help you stay on top of your financial affairs. Managing day-to-day finances can be time-consuming and complex, especially for businesses striving for growth or individuals balancing multiple responsibilities. Our services are designed to remove the burden of financial management, ensuring your records are accurate, organized, and compliant with regulatory standards.
Comprehensive Services Tailored to You
We offer a full range of accounting services, from maintaining precise monthly bookkeeping records to preparing detailed annual financial statements that provide a clear snapshot of your financial position. For businesses, our expertise extends to budgeting and forecasting, helping you confidently plan for the future and make informed decisions. Additionally, we simplify payroll management, ensuring your employees are paid accurately and on time while complying with PAYE and PRSI regulations. Whether you’re a small business owner or an individual managing multiple income streams, our team ensures your financial records are up to date and deliver valuable insights. With Golden Oaks Financial Services, you can focus on your priorities while we handle the numbers, ensuring your finances are in safe hands.
Financial Advisory
Empowering Your Business and Personal Finances
At Golden Oaks Financial Services, our financial advisory services are designed to empower you with the knowledge and strategies to make informed decisions. Whether you’re starting a new venture, navigating challenges in an established business, or managing personal finances, our expert team provides tailored advice to help you achieve your goals. From identifying growth opportunities to safeguarding your financial future, we offer practical solutions that align with your unique circumstances.
Comprehensive Advisory Services
We support entrepreneurs and business owners with start-up consultancy, guiding you through the early stages of establishing and growing your business. If your business is undergoing transitions, such as mergers, downsizing, or restructuring, we provide expert guidance to navigate these changes smoothly and efficiently.
On a personal level, we offer estate and inheritance tax advice to help you confidently plan for the future. Whether you’re managing a family estate or ensuring your legacy is passed on seamlessly, our tailored solutions help minimize tax liabilities while ensuring compliance with regulations. With Golden Oaks Financial Services by your side, you can focus on what matters most, knowing your financial future is secure and well-managed.