Lakeview Tax Advisors, LLC
We provide tax preparation and tax planning to help you minimize your taxes and reach your financial goals.
📍 Works with clients across the U.S.
0
Client Reviews
$500
Annual Fixed Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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 Industries
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
Lakeview Tax Advisors, LLC's Tech Stack
About 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.
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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"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
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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.
