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Valley Oak is an innovative certified public accounting firm of forward-thinking entrepreneurs and business advisors who creatively integrate traditional values, practical solutions and intelligent change by focusing on your unique needs. We pride ourselves on going beyond the numbers by applying our technical expertise, unmatched client service and disciplined delivery of solutions. We specialize in individuals and businesses who enjoy the benefits of working with a client-centric firm offering a full-range of accounting, tax planning and preparation, business advising, and financial advising. Valley Oak is a certified public accounting firm located in Kalamazoo, Michigan. Established in June 2006, Valley Oak provides accounting, tax planning and preparation, business advising, and financial advising to individuals and businesses. Matthew L. Rzepka, CPA, and a CERTIFIED FINANCIAL PLANNER™ professional is the firm’s co-founder, owner, and managing partner. Matthew made the decision to establish Valley Oak after working for several successful years for a regional CPA firm. He felt clients could be better serviced with a more responsive, value-added approach. It is Valley Oak's mission to add value to all clients by delivering straight-forward solutions in an easy-to-understand format. DISCLOSURE: Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Valley Oak Investment Strategies, LLC. Valley Oak Investment Strategies, LLC does not tax or legal advice and is not a certified public accountant.
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#344E86
Chambray
52, 78, 134
221, 44, 36
61, 42, 0, 47
#A2B9DB
Pigeon Post
162, 185, 219
216, 44, 75
26, 16, 0, 14
#032F60
Green Vogue
3, 47, 96
212, 94, 19
97, 51, 0, 62
Valley Oak is a specialized financial services firm founded in 2006 by Matt and Amber Rzepka. Based in Kalamazoo, Michigan, the firm works with small business owners, families, and individuals to help them grow and protect their wealth and plan for the future. Its approach centers on lasting client relationships and tailored strategies that help clients make informed financial decisions and use tax rules effectively across different stages of business and life.
Valley Oak offers business and personal tax planning and preparation, bookkeeping, payroll, and financial forecasting. Its broader planning services include life insurance, estate and legacy planning, education and training, asset accumulation and distribution planning, and business succession and exit strategy planning. The firm also provides wealth advisory and family office services, with professionals across accounting, tax, administration, and financial planning. Valley Oak aims to help clients maximize their financial potential while preparing for long-term goals and transitions. Advisory services are offered only where the firm and its representatives are properly licensed or exempt from licensure.
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Finance
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The Valley Oak Financial name, logos and brand assets are trademarks of Valley Oak Financial and its affiliates. Brandfetch isn't affiliated with or endorsed by Valley Oak Financial. Their use is subject to Valley Oak Financial's brand guidelines.
