Legacy Oaks Tax Advisors LLC
Tax Preparation
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
Startup Advisory Services
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.
OUR TEAM
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
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