About
Personalized Tax & Financial Guidance Built on Experience
At Oakshore Tax Advisors, we believe financial success starts with trusted relationships, practical advice, and personalized service. Formerly known as Lakeside Tax & Bookkeeping, our firm has built a reputation for helping individuals, families, and small businesses navigate everything from annual tax preparation to complex IRS tax issues with confidence and clarity. As we begin this new chapter as Oakshore Tax Advisors, our commitment remains exactly the same—to provide knowledgeable guidance, responsive service, and financial solutions tailored to each client's unique goals.
Whether you're filing your first tax return, growing your business, catching up on years of unfiled taxes, or looking for a trusted advisor to help manage your finances, our team is here to make the process straightforward and stress-free.
Experienced Guidance You Can Trust
Oakshore Tax Advisors is led by Staci Thomas, EA, an Enrolled Agent licensed by the Internal Revenue Service. Enrolled Agents are federally authorized tax professionals with specialized expertise in federal tax law and unlimited rights to represent taxpayers before the IRS. This designation reflects an ongoing commitment to professional education and staying current with changing tax laws and regulations.
Staci is also an Advanced QuickBooks Online ProAdvisor, providing businesses with specialized expertise in QuickBooks Online setup, customization, training, and ongoing support. By combining tax knowledge with accounting technology, Oakshore Tax Advisors helps clients build stronger financial processes that support long-term success.
A Different Kind of Tax Advisor
We understand that every client has different financial goals, challenges, and questions. That's why we don't believe in one-size-fits-all solutions. Instead, we take the time to understand your situation, explain your options in clear language, and provide recommendations based on what's best for you—not what's easiest.
Our clients appreciate having a trusted advisor who is available throughout the year—not just during tax season. Whether you need help planning for next year's taxes, responding to an IRS notice, improving your bookkeeping, or making important business decisions, we're here to provide practical guidance whenever you need it.
Proudly Serving Individuals & Businesses
While our office is located in West Tawakoni, Texas, our clients come from communities throughout East Texas and beyond. Thanks to secure digital tools and remote services, we're able to assist individuals and businesses regardless of location while still providing the personalized attention of a local firm.
From first-time entrepreneurs to established business owners and retirees planning for the future, we're proud to help clients navigate life's financial milestones with confidence.
Why Clients Continue to Choose Oakshore Tax Advisors
Our success has always been built on trust, responsiveness, and long-term relationships. Many of our clients have relied on our guidance for years because they know they'll receive accurate work, honest advice, and personalized service every step of the way. That trust is something we value deeply and strive to earn with every conversation, every tax return, and every financial decision we help support. This client-first approach has helped the firm build a strong reputation for professionalism, responsiveness, and thorough service.
Let's Build Your Financial Future Together
At Oakshore Tax Advisors, we don't measure success by the number of tax returns we prepare—we measure it by the lasting relationships we build and the confidence our clients gain in their financial future. Our goal is to simplify the complex, provide guidance you can trust, and become the advisor you turn to whenever important financial decisions arise.
Contact Oakshore Tax Advisors today to learn how our experienced team can help you achieve greater financial clarity, reduce unnecessary stress, and build a stronger future for yourself, your family, or your business.