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.