Oro Tax Advisors

We met Danielle about two years ago through a Mastermind we're both members of, and then discovered she lives in the same town as us. Small world. We've gotten to know her in person several times since and have been consistently impressed with her background, skills, and accomplishments. Love working with Jason Lafser. He’s VERY good at strategy and the tax code. My husband and I got married last year at 54 and 59 with very complex financial lives between us with multiple businesses, S-Corps, a ROBS structure, and more. In addition we invest in real estate, private equity and are constantly on the lookout for tax mitigation strategies and we run those by the team. Jason and the team have guided us flawlessly every step of the way. It’s extremely helpful to have structured calls and then additional availably as need because I ask a lot of questions! We recommend Danielle, Jason, and the ORO team without hesitation.

I would highly recommend Oro Advisors if you are looking for a strategic approach to your tax planning. I spent an entire day learning numerous tax strategies that my former CPA never bothered to tell me about as potential tax-saving methods, even though I asked all the time. Oro Advisors spends a lot of time educating you about tax savings and has a great team of people to support you. Highly recommend!

If you want to have a solid grasp of how the tax code can actually help you this firm is the cat's meow. They give you that understanding through superb instruction as well as offering a whole buffet of tax planning advice. A unique firm with great, accomplished people.

I really appreciate the forums and Zoom meetings that Ora Tax Advisors provides to the community. They share valuable education and practical tax knowledge in a very clear and helpful way. It’s great to see professionals taking the time to help others learn and better understand important tax topics. Thank you for creating such an informative and supportive space!