Lakeview Tax Advisors, LLC
Typically responds within 100 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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
Annual Fixed Fee
$500
Project-Based Fee
$500
Preferred Industry
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
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.
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
