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"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
Trusted by 250,000+ Professionals
Trusted by 250,000+ Professionals
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
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Oakwood Summit provides integrated tax planning and wealth management solutions designed to help clients keep more of what they earn. The firm was founded to bridge the gap between traditional tax services and financial advisory by combining tax strategy, investment management, and wealth protection in one place. Oakwood Summit primarily serves high-income professionals, business owners, and investors seeking smarter tax-efficient wealth strategies. With a proactive and education-focused approach, the firm helps clients make informed financial decisions while maximizing long-term growth. Guided by integrity, innovation, and fiduciary responsibility, Oakwood Summit delivers strategic solutions that support lasting financial success.
Oakwood Summit has distinguished itself as a national leader in continuing education for CPAs, financial advisors, and business consultants, focusing on advanced retirement and tax strategies. Through its signature CE presentation, “Advanced Tax and Retirement Strategies Using Cash Balance Plans,” Oakwood Summit has educated thousands of professionals on how to integrate powerful, IRS-approved tax reduction strategies into their client advisory practices. This presentation goes beyond plan mechanics—it equips attendees with actionable frameworks to design, implement, and communicate high-value solutions that help business owners significantly reduce taxable income, increase retirement savings, and preserve wealth for future generations.
