About Us
Welcome to Live Oak Financial Management
We are your trusted and experienced partner for comprehensive tax planning solutions. With years of experience in the industry, we are dedicated to providing personalized tax services to individuals and businesses. Whether you need help with tax preparation, filing, or planning, our team is here to help guide you through the complexities of tax law to ensure you retain more of your hard-earned money.
Our Story
Live Oak Financial Management was established with the goal of offering, clear, concise, and efficient tax services at an affordable price to those who want peace of mind during tax season – and all year long.
After spending years as a Criminal Investigator for the IRS, I recognized the need for a tax firm that not only understood the intricacies of tax law and IRS audit procedures, but also took time to educate clients and gain their trust.
Devon Beamesderfer
Tax Planning Expert and Founder
Since then, our firm has grown into a respected resource for clients across Sherman and Houston, Texas, helping them mitigate tax liabilities and maximize income retention while ensuring compliance with ever-changing tax laws. We are proud to serve businesses and individuals with the same level of care, attention and expertise.
Our Mission
Our mission is simple:
Provide honest, professional and reliable tax planning tailored to meet your unique needs. We believe in building long-term relationships built on trust, transparency, and results. Whether you’re a small business owner looking to minimize your tax liability or an individual needing help with tax preparation, we are here to make taxes stress-free.
Reserve Time with the Best in Texas
Tax laws can be confusing, and no one should navigate them alone. Whether you are facing a complex tax situation or simply want to ensure you’re maximizing deductions, our team at Live Oak is here to help. Get in touch with us today to schedule a consultation or to learn more about how we can assist you.
