Our Team

  • Deyci Valdez

    Tax Professional

    Phone: (470) 724- 2544

    Email: D.Valdez@oakheritagefinancialservices.com

  • Sharvie Coats

    Tax Professional

    Phone: (706) 431- 8386

    Email: S.Coats@oakheritagefinancialservices.com

  • Janine Austin

    Tax Professional

    Phone: (505) 369- 6345

    Email: J.Austin@oakheritagefinancialservices.com

Our Partners

We are proud to be part of the RNZ Financial Services network—a nationwide alliance of independently operated firms committed to excellence, integrity, and personalized service.

As a trusted RNZ partner, we have access to industry-leading tools, training, and ongoing support that allow us to deliver high-quality tax preparation, bookkeeping, business consulting, and financial services. Our clients benefit from the strength of a national brand combined with the attention and care of a local firm.

This partnership reflects our shared mission: to empower individuals and businesses with expert financial solutions tailored to their unique needs. We’re honored to contribute to RNZ’s vision of growth through collaboration, and to be part of a professional community that puts clients first.