Personalized guidance. Strategic insight. Year-round partnership.
Strategic Tax & Financial Guidance Built Around Your Future
At Willow Oak Advisory, we believe tax and financial services should feel personal—not transactional. We partner with business owners, investors, and high-income individuals across Delaware, Maryland, and Pennsylvania to provide proactive tax planning, bookkeeping, and advisory services designed to create long-term clarity and confidence.
Welcome to Willow Oak Advisory
A Better Approach to Tax & Financial Advisory
Most firms focus on filing returns and moving on. At Willow Oak Advisory, we do things differently. We were founded on the belief that meaningful financial guidance starts with understanding the full picture—not just the numbers on a tax return.
By combining strong technical expertise with a high-touch, client-first experience, we help clients make confident decisions that support long-term success.
Whether you’re managing a growing business, navigating complex investments, or looking for proactive tax strategies, we provide thoughtful guidance that goes beyond compliance.
Our mission is simple: deliver clarity, confidence, and long-term value in every relationship.
Our Financial Services
Financial Services Designed for Growth
We offer comprehensive financial and tax solutions tailored to your needs.
Bookkeeping & Financial Management
Stay organized and gain confidence in your numbers with accurate bookkeeping, cash flow visibility, and financial reporting that supports better decision-making.
Tax Preparation & Compliance
Expert tax preparation services for: Individuals, Fiduciary returns, Gift tax, Partnerships, Corporations, Multi-state filings
Advisory & Tax Strategy
Move beyond reactive filing with proactive tax planning and year-round advisory support that helps reduce liabilities, improve financial efficiency, and align decisions with your long-term goals.
Who We Serve
Built for Clients Who Value Strategy
Our ideal clients want more than someone to “do the taxes.” We work best with:
- Business owners & entrepreneurs
- Real estate investors
- Rental property owners
- High-income professionals
- Clients with complex multi-state tax needs
- Individuals seeking proactive planning
- Clients who value long-term advisory relationships
If you want a trusted advisor who helps you make smarter financial decisions year-round, Willow Oak Advisory is built for you.
Why Choose Willow Oak Advisory
High-Touch Guidance. Technical Expertise. Trusted Partnership.
What makes us different?
- Personalized, relationship-first service
- Proactive tax planning strategies
- Year-round advisory support
- Expertise in complex individual and business tax matters
- Experience in public accounting and private client services
- Federally recognized tax expertise with IRS representation
- Multi-state filing capabilities across all 50 states
- Focus on long-term wealth and tax efficiency
We don’t just prepare returns—we help clients understand the “why” behind every decision.
Service Area
Serving Clients Across the Tri-State Region & Beyond
Based in Newark, Willow Oak Advisory proudly serves clients throughout:
- Delaware
- Maryland
- Pennsylvania
- New Jersey
We also provide tax filing and advisory support for clients with needs across all 50 states.
About the Founder
Meet Alison Herbert
Founded in 2026 by Alison Herbert, Willow Oak Advisory was created to offer a more thoughtful, personalized approach to tax and financial services.
With a background spanning public accounting and private client advisory, Alison brings a strong technical foundation paired with a commitment to long-term client relationships.
Her focus is simple: helping clients make informed financial decisions with clarity, confidence, and strategy.
— Get Started Today —
Let’s Build a Smarter Financial Strategy
If you’re ready for a more proactive, personalized approach to tax and financial advisory, we’d love to connect.
