Why Live Oak?
Former IRS Expertise
Our managing partner spent years as an IRS Revenue Agent — we know how audits work from the inside.
Year-Round Partnership
We do not disappear after tax season. Monthly financial reviews keep your business on track.
Technology-Forward
Secure client portal, cloud bookkeeping, and QuickBooks integration for real-time visibility.
Local & Accessible
Walk-in friendly Ocala office. Same-day callbacks. Your CPA knows your name.
Industry-Specific Knowledge
Specialized experience with medical, legal, construction, and nonprofit accounting requirements.
Full-Service Financial Solutions
From tax season to year-round advisory — Live Oak Accounting provides everything your business and family need to stay financially healthy.
Tax Preparation & Planning
Individual and business returns, quarterly estimates, and proactive planning to minimize your annual tax liability.
Business Accounting
Full-service bookkeeping, general ledger maintenance, and monthly financial reporting for growing businesses.
Payroll Services
Complete payroll processing, W-2 and 1099 preparation, and compliance with all federal and state requirements.
IRS Representation
Audit representation, tax resolution, installment agreements, and offers in compromise handled by our Enrolled Agent.
Financial Advisory
Cash flow analysis, business valuation, succession planning, and strategic financial guidance for business owners.
Consulting & Growth
Entity structuring, profit optimization, KPI tracking, and fractional CFO services for scaling businesses.
Richard Blackwell, CPA
Managing Partner
30 years of public accounting. Former IRS Revenue Agent. Specializes in business tax strategy, audit defense, and complex multi-entity returns.
Linda Patterson, CPA
Senior Accountant
QuickBooks ProAdvisor. Expert in small business bookkeeping, payroll compliance, financial statement preparation, and cash flow management.
Thomas Nguyen, EA
Enrolled Agent
Federally licensed tax practitioner. Specializes in IRS representation, tax resolution, back tax filing, and complex individual returns.
Specialized Industry Experience
Medical Practices
HIPAA-compliant financial management, provider compensation models, and healthcare-specific tax strategies.
Law Firms
Trust accounting, IOLTA compliance, partner distributions, and law firm profitability analysis.
Construction
Job costing, WIP reporting, contractor 1099 compliance, and percentage-of-completion accounting.
Retail & Restaurants
Inventory management, sales tax compliance, tip reporting, and multi-location consolidation.
Nonprofits
Form 990 preparation, grant accounting, fund tracking, and board financial reporting.
Real Estate
1031 exchange guidance, rental property accounting, depreciation schedules, and investor reporting.
What Our Clients Are Saying
“Richard and his team have handled our construction company books for over a decade. They caught a $40,000 tax credit we had been missing for years. Worth every penny of their fees.”
“Linda Patterson is the most organized, responsive accountant I have ever worked with. She converted our entire bookkeeping to cloud-based in two weeks with zero disruption to our dental practice.”
“Thomas helped me resolve a three-year IRS issue that two other CPAs could not fix. He was calm, thorough, and got us a resolution that saved our family thousands. Absolutely the best.”
Ready to Talk About Your Financial Future?
Schedule your free consultation and discover how we can simplify your financial life. New clients are always welcome.