Lakeview Tax Advisors, LLC
Typically responds within 24 hours
Lakeview Tax Advisors, LLC
We take a holistic approach to helping you minimize your taxes and reach your financial goals. We provide tax preparation, planning, and accounting services for small business owners, real estate investors, and anyone looking to reach financial independence.
Clients who would be a good fit
Lakeview focuses on clients who want to build a long term relationship with a tax advisor. We love working with clients who want reach financial independence through real estate, entrepreneurship, and investing.
Clients who wouldNOTbe a good fit
We do not currently work with corporations operating internationally, or complex international individual returns.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industry
Services Offered
Service Pricing
Annual Fixed Fee
$500
Project-Based Fee
$500
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
