Hi, I’m Blake. Nice to meet you.
I started South Oak Accounting to give families and small business owners something that’s surprisingly hard to find: a real person who knows their numbers, answers the phone, and makes tax season feel organized instead of stressful.
Why I started South Oak
I’ve always believed good financial help shouldn’t be reserved for big companies. Too many people get handed off to a call center, hear from their preparer once a year, and walk into April not knowing what they’ll owe.
South Oak is built the other way around. You work directly with me, I get to know your situation, and we plan ahead so there are no surprises. Whether it’s a family return, a side business, or a growing company that needs clean books and payroll, I keep it all in one place.
IRS PTIN & EFIN registered
A registered tax preparer and authorized IRS e-file provider.
Always learning
Currently studying for the CPA exam to keep sharpening the expertise I bring to clients.
One point of contact
Tax, bookkeeping, and payroll handled together by someone who knows your file.
Modern tools
Drake Tax, QuickBooks Online, Gusto, and the SecureFilePro client portal.
How I work with every client
Personal, not transactional
You’re a person, not a ticket number. I take time to understand your goals before I touch a number.
Proactive, year-round
Planning happens all year, so April is predictable instead of a scramble.
Clear and honest
Plain-English answers, upfront expectations, and secure handling of your documents.
I’d love to hear what you’re working on
Give me a call or send a message, and I’ll get back to you promptly.