Rooted in Trust.

Guidance for Growth.

Confidence in Your Financial Canopy.

What We Do Best

Accounting

Our Client Accounting Services Department offers more than bookkeeping - we function as your internal accounting department, without the overhead. Whether your business is a start-up or a growing business interested in financial strategy, we provide real-time support tailored to meet the needs of your business. We aim to provide financial clarity so that you can make timely, informed, and growth-oriented decisions for your business.

Tax

Our Tax Department provides comprehensive income tax services for individuals and businesses. Whether your needs are straightforward or complex, our approach is personalized and proactive. We strategize and identify opportunity without compromising integrity. In working with you, we aim to simplify the process, reduce uncertainty, and instill confidence that your income tax matters are in trusted hands.

Consulting

Our Consulting Division is designed to support both business and personal financial journeys. Whether you’re an entrepreneur with a start-up, refining operations at an existing business, or planning for personal financial goals or obligations, we offer thoughtful, tailored guidance from decades of experience. We specialize in building relationships that span from inception to succession and from one generation to the next. We aim to provide more than transactional consulting. We are committed to working alongside you and your team until the appropriate solution is in place.

Our Services Include

  • Accounting Services

    Bookkeeping

    Accounting guidance

    Bill-pay and invoicing

    Payroll processing and compliance

    Preparation of informational tax forms

    Preparation of business personal property tax returns

    Preparation of sales tax filings

    Preparation of financial statements for internal, banking, or other purposes

    Cash flow projections

    Performance metric analysis

    Risk management strategies

  • Tax Services

    Individual, business, trust, and non-profit filings

    Multi-state filings

    Year-round guidance and tax planning

    Tax position analysis

    Quarterly estimate calculations and recommendations

    IRS and state agency correspondence resolution

  • Consulting Services

    Business formation and entity selection

    Operational and financial consulting

    Software selection and implementation

    Succession planning

    Integration of business decisions with tax strategy

    Retirement plan options and selection for you and your team

    Planning for significant life events, like retirement, children, and higher education

Who We Are

Live Oak Tax & Advisory, LLC is a small firm of Certified Public Accountants with over 40 years of combined experience serving closely held businesses, business owners, and individuals with complex income tax needs.

Every client receives thoughtful attention, tailored strategy, and year-round support. Our team is friendly, experienced, and deeply dedicated to building long-term relationships grounded in trust.

We offer personalized, proven, and practical solutions across accounting, tax, and general business matters—always with integrity, clarity, and care.

Contact Us

Interested in working together? We’d love to hear from you. Please let us know how we can reach you and we’ll be in touch shortly!