Maven Oak Cpas
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.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JF
Jessica Franke
Principal · General Business & Management
EmailPhone - RS
Robin Scales
Client Services Administrator · Customer/Client Service
EmailPhone - TC
Tami Cook Lonzo
Client Services Administrator · Customer/Client Service
EmailPhone - TM
Tyler Mintzer
Tax Preparer · Finance & Accounting
EmailPhone - MC
Morgan Condie
Horne · Other
EmailPhone - RF
Rebecca Franco
Principal Owner · General Business & Management
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Maven Oak Cpas
5 distinct titles indexed · top 5 shown.
- 2client services administrator
- 1horne
- 1principal
- 1principal owner
- 1tax preparer
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