Legacy Oaks Tax Advisors LLC

Tax Preparation

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Tax Return Preparation

Tax Return Preparation:
Individual Federal and State Tax Returns
S Corporation Federal and State Tax Returns
Partnership Federal and State Tax Returns
LLC’s
Trusts Federal and State Tax Returns

Advisory Services

Individual and Business Tax Planning
Business Entity Formation and Registration
IRS Representation

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Startup Advisory Services

Legacy Oaks Tax Advisors LLC can guide and advise small businesses on selecting the best entity structures and assist on setting up initial accounting systems.

WELCOME!

To Legacy Oaks Tax Advisors LLC

At Legacy Oaks Tax Advisors LLC, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.

We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS audits.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

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OUR TEAM

Jacob Garza

Jacob Garza

Member & President

Jacob Garza has 5 years of tax experience working with individuals, trusts, and small businesses. He enjoys getting to know each of his client’s individual needs and formulating a tax strategy to help them save on taxes.

Jacob graduated from the University of Houston-Downtown with his BBA in Accounting and is a licensed CPA in Texas.

He is a member of the Texas CPA Society and the Houston Estate and Financial Forum.
Jacob enjoys grilling, cooking, exercising, and reading.

Jessica Serrano

Jessica Serrano

Member & Vice President

Jessica Serrano received her BBA in Accounting from the University of Houston-Downtown. She has over four years in public accounting tax experience working with individuals, trusts, and small businesses.

Jessica is dedicated to helping clients with their small business and individual return. She enjoys spending time with her family and friends and enjoys traveling abroad.

HAVE A QUESTION? WE’RE HERE TO HELP

3730 Kirby Drive, Suite 777

Houston, TX 77098

Se Habla Español

Contact Us

(This firm is not a CPA firm)

346-833-5327

info@lotatax.com