Professional Resources
Accounting
Kojzarek, CPA, PC.
Laura Lee
laura@kojzarekcpa.com
(512) 476-8198
Tax Services
Business Services
Website
S Patricia White CPA PC
Patricia White - CPA
patricia.white@spwhitecpa.com
(512) 771-8123
Tax Services
Business Taxes
Attorney
Elizabeth A. McFarland
emcfarland@sneedvine.com
(512) 930-9775
Business & Corporate Law
Estate Planning & Probate
Tax Law
Website
Banking
Business Broker
Kevin Castello, Founder
Melting Point Systems
kevin@meltingpointsystems.com
(512) 748-1587
Prepare for the market
Attract serious buyers
Negotiate profitable exits
Website
Real Estate
Robert J Fischer, Realtor®
The Robert J Fischer Team -
Keller Williams Realty
Robert@RJFTeam.com
(512) 537-4977 - Call/Text
Residential, Commercial, Land, Industrial & Investment Properties
Website
Sonia Guardado, Realtor®
Magnolia Realty – RR - ATX ATXsonia@magnoliarealty.com
(512) 507-2935
Residential Sales & Leasing
Website
Plumbing
Rooted in the Community
At Legacy Oak Financial, we understand that your financial journey often intersects with other areas of life—taxes, estate planning, real estate, business, and more. While we do not provide these services directly, we have worked alongside professionals who share our commitment to integrity, service, and excellence.
The professionals listed below are shared as a courtesy for your consideration. You are welcome to work with any qualified professional of your choosing.
The professionals listed above are not affiliated with LPL Financial or Legacy Oak Financial. LPL Financial does not provide the services mentioned. You are under no obligation to use their services and may choose any qualified provider. No compensation has been paid or received in exchange for referrals.