We're The Experts
Our Expertise
Tax Consulting
Trust Accounts
Company Structuring
Financial Planning
Trusted expertise for navigating your tax journey.
Let’s plan on maximizing your tax returns with customized strategies and expert advice tailored to your unique situation.
Who We Are
Our Expertise
Gift Planning Strategies
Financial Planing
Tax Consulting
Income Tax Reduction strategies
Estate Tax Impact Reduction
What We Offer
Texas' Best Financial Management & Tax Solutions
At Live Oak Financial Management, we deliver the best in financial management and tax solutions across Texas. From reducing your income taxes to structuring businesses and planning estates, our personalized strategies are backed by expertise and a commitment to your success—guaranteed.
Income Tax Reduction Strategies
We specialize in crafting personalized income tax reduction strategies to help you keep more of your hard-earned money.
Gift Planning Strategies
Live Oak Financial Management offers tailored gift planning strategies to help you maximize the impact of your generosity.