Cause IQ vendor profile

Oak Tree Holdings LLC


Oak Tree Holdings LLC is a firm that provides tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and South Carolina (although they are present in other states as well).

Most Oak Tree Holdings LLC clients are grantmaking foundations with revenues ranging from $5,316 to $123,158.

Primary location:
Valley City, OH
Clients in:
OH
Identified clients:
5
Avg client size:
$44 thou revenue
Median client size:
$5.9 thou revenue

Oak Tree Holdings LLC client list

  Name Type Location
1 The Jochum-Moll Foundation 501(c)(3) Cleveland, OH
2 The C&S Family Foundation 501(c)(3) Valley City, OH
3 The Roberts-Moll Foundation 501(c)(3) Valley City, OH
4 Darrell Moll Foundation 501(c)(3) Cleveland, OH
5 Carol and Gordon Manning Family Foundation 501(c)(3) Daniel Island, SC

Oak Tree Holdings LLC competitors

Competitors to Oak Tree Holdings LLC in the nonprofit sector include Jeroyaf Accounting Group, Proxion Tax Inc, KK Mehta CPA Associates PLLC, Wulstein Financial Services, Eric Zhang and Associates LLP, Jimmy J Chen and Associates Inc, Montecito Financial Services Inc, Chou and CCH Accountancy Corporation, Abest Tax Services Inc, and Mostafa M Afr PHD CPA PC.

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