Thoughtfully tailored tax and family office services, delivered with care
We manage the full scope of your tax and family office needs with precision and care.
Thoughtfully tailored tax and family office services, delivered with care
We manage the full scope of your tax and family office needs with precision and care.
Thoughtfully tailored tax and family office services, delivered with care
We manage the full scope of your tax and family office needs with precision and care.
Why Oakridge
Financial clarity. A calmer experience. Confidence in every decision.
Ease & Confidence
Tailored Guidance
Thoughtful Planning
We manage filing, planning, bookkeeping and communication with quiet precision, so you experience clarity, not chaos.
Ease
Confidence
Why Oakridge
Financial clarity. A calmer experience. Confidence in every decision.
Ease & Confidence
Tailored Guidance
Thoughtful Planning
We manage filing, planning, bookkeeping and communication with quiet precision, so you experience clarity, not chaos.
Ease
Confidence
Why Oakridge
Financial clarity. A calmer experience. Confidence in every decision.
Ease & Confidence
We manage filing, planning, bookkeeping and communication with quiet precision, so you experience clarity, not chaos.
Ease & Confidence
We manage filing, planning, bookkeeping and communication with quiet precision, so you experience clarity, not chaos.
Tailored Guidance
Every client receives a refined, personalized plan that evolves with their life, goals, and growing complexities.
Tailored Guidance
Every client receives a refined, personalized plan that evolves with their life, goals, and growing complexities.
Thoughtful Planning
We offer timely insight and proactive support throughout the year—so you’re informed and prepared when it matters.
Thoughtful Planning
We offer timely insight and proactive support throughout the year—so you’re informed and prepared when it matters.
Where Complexity Meets Clarity
Created for clients with complex and evolving finances. Oakridge provides a partnership defined by precision and proactive guidance.
Real estate investors
Founders & established business owners
High-net-worth families
Tax preparation & compliance
Entity formation strategy
Advanced, year-round tax planning
Equity incentive planning
Strategic structuring for advanced investment portfolios
Tax Strategy & Compliance
Family office services
Tax preparation & compliance
Entity formation strategy
Advanced, year-round tax planning
Equity incentive planning
Strategic structuring for advanced investment portfolios
Tax Strategy & Compliance
Family office services
Where Complexity Meets Clarity
Created for clients with complex and evolving finances. Oakridge provides a partnership defined by precision and proactive guidance.
Real estate investors
Founders & established business owners
High-net-worth families
Tax preparation & compliance
Entity formation strategy
Advanced, year-round tax planning
Equity incentive planning
Strategic structuring for advanced investment portfolios
Tax Strategy & Compliance
Family office services
Challenges We Solve
We simplify complexity so you can focus on your business, your family, and what’s ahead.
We simplify complexity so you can focus on your business, your family, and what’s ahead.
What You Experience With Oakridge
What You Experience
With Oakridge
Thoughtful,
forward-looking guidance
forward-looking
guidance
Attentive,
timely communication
A calm, organized, reliable
process
A discreet,
personalized partnership
Clarity and confidence
in every decision
Common Challenges
Common Challenges
Reactive or nonexistent tax planning
CPAs and advisors who take weeks to respond
Rushed work and missed deadlines
Feeling like a number at larger firms
Complex issues left unclear or unexplained
What our clients say
Hear how we transformed their financial complexity into clarity and confidence.
Michael and his team are the only referral I give to my friends, family, colleagues, and peer business owners.
They're entrepreneurial, creative, and support us not just in financial strategy, but business strategy. They see the long term vision and they know how to help business leaders reach it. I consider myself lucky to have them in our corner.
Chris
Michael and his team are the only referral I give to my friends, family, colleagues, and peer business owners.
They're entrepreneurial, creative, and support us not just in financial strategy, but business strategy. They see the long term vision and they know how to help business leaders reach it. I consider myself lucky to have them in our corner.
Chris
Working with Michael Malc has been one of the smartest decisions I’ve made for my business.
As a full-time entrepreneur, my finances are complex, and he consistently brings clarity, strategy, and peace of mind to every step of the process. He’s incredibly knowledgeable, proactive, and detail-oriented, while also being approachable and easy to work with. I genuinely feel supported year-round, not just at tax time. I couldn’t recommend him more highly to anyone looking for a CPA who truly understands modern entrepreneurs and goes above and beyond.
Kristine
Working with Michael Malc has been one of the smartest decisions I’ve made for my business.
As a full-time entrepreneur, my finances are complex, and he consistently brings clarity, strategy, and peace of mind to every step of the process. He’s incredibly knowledgeable, proactive, and detail-oriented, while also being approachable and easy to work with. I genuinely feel supported year-round, not just at tax time. I couldn’t recommend him more highly to anyone looking for a CPA who truly understands modern entrepreneurs and goes above and beyond.
Kristine
Working with Michael on stock option planning has been exceptional.
They bring deep expertise to ISOs, NSOs, and AMT considerations, helping me time exercises strategically while keeping the bigger financial picture in focus. I trust their judgment on some of the most consequential financial decisions I make.
Emmanuel
Working with Michael on stock option planning has been exceptional.
They bring deep expertise to ISOs, NSOs, and AMT considerations, helping me time exercises strategically while keeping the bigger financial picture in focus. I trust their judgment on some of the most consequential financial decisions I make.
Emmanuel
Michael and his team are the only referral I give to my friends, family, colleagues, and peer business owners.
They're entrepreneurial, creative, and support us not just in financial strategy, but business strategy. They see the long term vision and they know how to help business leaders reach it. I consider myself lucky to have them in our corner.
Chris
Michael and his team are the only referral I give to my friends, family, colleagues, and peer business owners.
They're entrepreneurial, creative, and support us not just in financial strategy, but business strategy. They see the long term vision and they know how to help business leaders reach it. I consider myself lucky to have them in our corner.
Chris
Working with Michael Malc has been one of the smartest decisions I’ve made for my business.
As a full-time entrepreneur, my finances are complex, and he consistently brings clarity, strategy, and peace of mind to every step of the process. He’s incredibly knowledgeable, proactive, and detail-oriented, while also being approachable and easy to work with. I genuinely feel supported year-round, not just at tax time. I couldn’t recommend him more highly to anyone looking for a CPA who truly understands modern entrepreneurs and goes above and beyond.
Kristine
Working with Michael Malc has been one of the smartest decisions I’ve made for my business.
As a full-time entrepreneur, my finances are complex, and he consistently brings clarity, strategy, and peace of mind to every step of the process. He’s incredibly knowledgeable, proactive, and detail-oriented, while also being approachable and easy to work with. I genuinely feel supported year-round, not just at tax time. I couldn’t recommend him more highly to anyone looking for a CPA who truly understands modern entrepreneurs and goes above and beyond.
Kristine
Working with Michael on stock option planning has been exceptional.
They bring deep expertise to ISOs, NSOs, and AMT considerations, helping me time exercises strategically while keeping the bigger financial picture in focus. I trust their judgment on some of the most consequential financial decisions I make.
Emmanuel
Working with Michael on stock option planning has been exceptional.
They bring deep expertise to ISOs, NSOs, and AMT considerations, helping me time exercises strategically while keeping the bigger financial picture in focus. I trust their judgment on some of the most consequential financial decisions I make.
Emmanuel
About Us
After years of working closely together, Michael and Akiva saw the same pattern repeat itself,
exceptional clients and families receiving fragmented advice, slow communication, and service that didn’t match the complexity of their lives. Despite working with talented teams, they found that many traditional firms were simply not built to deliver the level of attention, continuity, and thoughtfulness these clients deserved.
Why Oakridge Was Created
Built as an independent firm committed to a higher, more thoughtful standard of care.
Provides proactive guidance and clear communication that feels steady and genuinely supportive.
Takes an intentional, hands-on approach, staying deeply engaged as clients’ lives evolve.
Meet the team
Oakridge is a partner led firm built for clients with complex, evolving finances. We stay close to the details, communicate clearly, and help you make confident decisions throughout the year.
Michael Malc, CPA
Managing Partner
Michael co-founded Oakridge Tax & Advisory LLP to deliver a more thoughtful and coordinated approach to tax planning and multi-family office advisory services for business owners, entrepreneurs, and families navigating financial complexity. Prior to Oakridge, he advised clients within the multi-family office practice at Evoke Advisors and led tax planning and compliance efforts at Gerber Kawasaki, helping clients navigate meaningful financial decisions with confidence.
Michael Malc, CPA
Managing Partner
Michael co-founded Oakridge Tax & Advisory LLP to deliver a more thoughtful and coordinated approach to tax planning and multi-family office advisory services for business owners, entrepreneurs, and families navigating financial complexity. Prior to Oakridge, he advised clients within the multi-family office practice at Evoke Advisors and led tax planning and compliance efforts at Gerber Kawasaki, helping clients navigate meaningful financial decisions with confidence.
Michael co-founded Oakridge Tax & Advisory LLP to deliver a more thoughtful and coordinated approach to tax planning and multi-family office advisory services for business owners, entrepreneurs, and families navigating financial complexity. Prior to Oakridge, he advised clients within the multi-family office practice at Evoke Advisors and led tax planning and compliance efforts at Gerber Kawasaki, helping clients navigate meaningful financial decisions with confidence.
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Michael Malc, CPA
Managing Partner
Michael co-founded Oakridge Tax & Advisory LLP to deliver a more thoughtful and coordinated approach to tax planning and multi-family office advisory services for business owners, entrepreneurs, and families navigating financial complexity. Prior to Oakridge, he advised clients within the multi-family office practice at Evoke Advisors and led tax planning and compliance efforts at Gerber Kawasaki, helping clients navigate meaningful financial decisions with confidence.
Michael co-founded Oakridge Tax & Advisory LLP to deliver a more thoughtful and coordinated approach to tax planning and multi-family office advisory services for business owners, entrepreneurs, and families navigating financial complexity. Prior to Oakridge, he advised clients within the multi-family office practice at Evoke Advisors and led tax planning and compliance efforts at Gerber Kawasaki, helping clients navigate meaningful financial decisions with confidence.
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Akiva Schreiber, EA
Partner
Akiva is a co-founder of Oakridge Tax & Advisory LLP, bringing extensive experience in tax strategy, compliance, and multi-family office services. Prior to Oakridge, he advised clients at Evoke Advisors and Gerber Kawasaki, focusing on sophisticated planning and a full range of tax services for individuals, families, and business owners. Earlier in his career at Wolf, Maryles & Associates, he worked closely with ultra–high-net-worth families on comprehensive tax matters and family office functions.
Akiva Schreiber, EA
Partner
Akiva is a co-founder of Oakridge Tax & Advisory LLP, bringing extensive experience in tax strategy, compliance, and multi-family office services. Prior to Oakridge, he advised clients at Evoke Advisors and Gerber Kawasaki, focusing on sophisticated planning and a full range of tax services for individuals, families, and business owners. Earlier in his career at Wolf, Maryles & Associates, he worked closely with ultra–high-net-worth families on comprehensive tax matters and family office functions.
Akiva is a co-founder of Oakridge Tax & Advisory LLP, bringing extensive experience in tax strategy, compliance, and multi-family office services. Prior to Oakridge, he advised clients at Evoke Advisors and Gerber Kawasaki, focusing on sophisticated planning and a full range of tax services for individuals, families, and business owners. Earlier in his career at Wolf, Maryles & Associates, he worked closely with ultra–high-net-worth families on comprehensive tax matters and family office functions.
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Akiva Schreiber, EA
Partner
Akiva is a co-founder of Oakridge Tax & Advisory LLP, bringing extensive experience in tax strategy, compliance, and multi-family office services. Prior to Oakridge, he advised clients at Evoke Advisors and Gerber Kawasaki, focusing on sophisticated planning and a full range of tax services for individuals, families, and business owners. Earlier in his career at Wolf, Maryles & Associates, he worked closely with ultra–high-net-worth families on comprehensive tax matters and family office functions.
Akiva is a co-founder of Oakridge Tax & Advisory LLP, bringing extensive experience in tax strategy, compliance, and multi-family office services. Prior to Oakridge, he advised clients at Evoke Advisors and Gerber Kawasaki, focusing on sophisticated planning and a full range of tax services for individuals, families, and business owners. Earlier in his career at Wolf, Maryles & Associates, he worked closely with ultra–high-net-worth families on comprehensive tax matters and family office functions.
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Financial complexity, met with clarity.
Financial complexity, met with clarity.
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Head Quarter Office
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© 2026 Oakridge Tax & Advisory LLP
© 2026 Oakridge Tax & Advisory LLP