Lakeline Tax & Bookkeeping Services
About
Our absolute joy is to go above and beyond the customer's satisfaction by maximizing their tax refund and minimize their tax liability, while being accurate and affordable.
Our credentialed experts have over 17 years of experience in Tax preparation and bookkeeping services.
We have our Enrolled Agents who can assist you with your tax issues and represent you with the IRS.
website: www.lakelinetax.com
FB: https://www.facebook.com/LakelineTax
Linked in: https://www.linkedin.com/company/lakeline-tax
Twitter: https://www.twitter.com/lakelinetax
Every Customer is unique in their own way when it comes to taxes. No two tax returns are the same. We love the challenge it brings and the amount of money we are able to save our customers! Our goal is maximize their refund and minimize their taxes.
Small Biz Help
Take your business to new heights with our small business bookkeeping, payroll & tax services.
Tax Help
No matter the issue, we’ve got your back when it comes to dealing with the IRS.
Tax Audit
Our tax professionals will help you get through your tax audit like a boss.
Tax Relief
Can’t pay your taxes? We’ll help you find a solution for your tax debt problem.
Tax Planning & Preparation
We take the stress out of tax season by providing comprehensive solutions to tax filing.
Lakeline Tax provides tax preparation services for everyone including Individual Tax Preparation, Self-Employed Tax Return, Business Tax Preparation, Partnership & Corporate Taxes, Book Keeping, Tax Planning and Tax Resolution. No matter what your needs require, you’ll benefit from our experience, expertise, and Friendly customer services.
We will provide the best options to get immediate relief and we will negotiate the best possible solutions with the IRS. Schedule an appointment and request a free tax resolution consultation with our Experienced Tax professionals.
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Frequently asked questions
What is your typical process for working with a new customer?
Steps to Become a customer:
1. Click here to schedule an appointment online : https://www.lakelinetax.com/appointment/
or give us a call @ 512-335-8037.
2. We will send you our engagement letter
3. Login to our secure Customer portal to access your account and upload the documents.
We are committed to providing our customers with our expert solutions virtually at an affordable price. Our mission is to provide clients with innovative, yet practical tax solutions - tax preparation, tax planning, tax representation and tax resolution that improve profitability, anticipate needs and provide our clients with the highest level of customer service, resulting in a smooth, worry-free tax season.
What education and/or training do you have that relates to your work?
Our tax service professionals have more than 17 years of experience in tax preparation, tax return filing, tax advice representing business or individual clients in tax audits, tax appeals and tax collections covering clients within Austin and the surrounding area, with a special focus on entrepreneurs, those with small businesses, consultants, professionals, stock trading, crypto, CBD, real estate and/or those with international tax issues.Doing the right planning at the right time can go a long way in your tax situation.Our Enrolled Agents are committed to providing you with our expert solutions at an affordable price. Our mission is to provide clients with innovative, yet practical tax solutions that improve profitability, anticipate needs, and provide our clients with the highest level of customer service, resulting in a smooth, worry-free tax season.Our certified QuickBooks ProAdvisors have more than 10 years of experience and have access to the most sophisticated and reliable software available on the market today to offer committed personalized service. You get the expertise of a large accounting firm with the attentiveness of a smaller business.We at Lakeline Tax services help small businesses and individuals navigate and strategize around the complexity of taxes.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing varies depending on the complexity of the tax preparation details for Individual customers, self employed individuals, and small business owners.
How did you get started in this business?
By registering my business as an s-corp with the texas state.
What types of customers have you worked with?
Over 17years of Experience, IRS Certified Enrolled Agent and Quick Books Pro Advisor working with Intuit, H&R Block, Blazier Christensen Browder & Virr, P.C., Carr, Riggs & Ingram, skilled in Business Tax and Individual Tax Preparation, Partnership and Corporate Taxes, Out-of-state returns, Book-keeping, Tax Planning, IRS representation and Tax resolution serving several different types of businesses, startup companies, consultants, professionals, self employed individuals, etc. from various cities across the country.
Click here for reviews from some of our customers: https://lakelinetax.business.site/?utm_source=gmb&utm_medium=referral#testimonials
What advice would you give a customer looking to hire a pro in your area of expertise?
Enrolled Agents typically have extensive knowledge about tax codes, which allow them to help you lower your taxes. Generally, enrolled agents works for you year-round, as opposed to a tax preparer, whose job is seasonal.
What questions should customers think through before talking to pros about their needs?
Ensure You Got Every Deduction and Credit
There are countless different kinds of tax deductions and tax credits available, and each of them requires a very certain set of qualifications for you to receive them. Unfortunately, many tax payers aren’t even aware when they qualify for a certain tax credit or deduction, and they end up paying far more in taxes than they need to.
Having a professional Enrolled Agent look over your return ensures you received every credit and deduction you qualified for. If the Lakeline Tax enrolled agent finds something you or your other tax preparer missed, you can file an amendment, and get a refund from the IRS for the difference in your taxes.
Correct Any Errors
Of course, a tax return review doesn’t always result in more money in your pocket. Sometimes, your Lakeline Tax enrolled agent may notice something that was reported incorrectly. When you file an amendment to correct such an error, you may find yourself paying a little bit more in taxes for that return. However, you are ensuring that your reported income and expenses are filed accurately, so that you can avoid any potential audits, fees, and penalties.
If the IRS is the one to discover incorrect numbers on your return, you’ll be faced with a much more difficult situation than you would by catching the error yourself.
Know More for Next Year
Missed deductions and incorrectly reported numbers are often the result of a simple lack of knowledge on the part of the taxpayer. Getting your last return reviewed by a Lakeline Tax enrolled agent is kind of like having your professor go over your last exam with you. You’ll learn where you made mistakes and what you missed, so that you’re better prepared the next time around.
Then, if you choose to file your return yourself next year, you’ll have more knowledge and will be less likely to make the same kinds of mistakes you did on the last return.
Get Audit Representation
One benefit of working with a Lakeline Tax enrolled agent is that they can represent you if you end up being selected for an IRS audit. So, even if you didn’t use a Lakeline Tax enrolled agent when you filed initially, if you have a Lakeline Tax enrolled agent review and amend your return, you’ll now be eligible to have them working alongside you if you end up being audited in the future. Of course, that audit is going to be much less likely after having a Lakeline Tax enrolled agent review and correct your self-filed return; however, it’s a little extra peace of mind that is great to have.
Review Multiple Returns
Did you know that you can actually amend tax returns for the last several years? That means that you can have a professional review and correct multiple tax returns for you at once, which can offer you all of the above-mentioned benefits for several years’ worth of tax filings. So, if you’ve been filing your own returns for several years, it may be worth having one of our Lakeline Tax enrolled agents review the last few returns you filed, so that you can ensure you were getting every possible deduction and correctly reporting all income, assets, and expenses on those old returns. You may be surprised by just how much we can find.
Professional Experience and Knowledge
If you had your last return (or last few returns) filed by a tax preparer, and not a certified public accountant, you may wonder if it’s worth having your return reviewed. The answer is yes. Many tax preparers go through a relatively short and simple tax preparation class before beginning to file returns. This simply doesn’t equate to the education, knowledge, and experience that a Lakeline Tax enrolled agent has. And, a tax preparer can’t represent you in the case of an audit.