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Tax Preparation | Bookkeeping | Tax resolution

Leave your taxes to a pro

Lakeline Tax is your trusted partner for expert tax services, backed by a team of Enrolled agents and certified QuickBooks ProAdvisors. Our professionals are highly qualified with 20 years of experience and a deep understanding of tax laws and regulations.

Tax Preparation

Tax stress is real — and so is the potential for error. Let our dedicated pros handle the hard work while you rest easy. Our tax experts meticulously prepare your returns, ensuring accuracy and maximum deductions. We handle all the paperwork, so you can relax and focus on what matters most to you.

Tax Planning

Navigating the complexities of tax planning requires expertise. We go beyond compliance and proactively recommend strategies to optimize your tax liability. Whether you’re an individual or a small business, we tailor solutions to fit your unique financial situation.

IRS Tax Representation

Does your tax situation require legal guidance?Dealing with the IRS can be daunting. With Lakeline Tax Enrolled Agents on your side, you have dedicated professionals to represent you during audits, assist with IRS notices, and resolve tax disputes. We’re your trusted legal partner in tax matters.

Tax Filing and Representation Made Easy!

Lakeline tax offers a full spectrum of traditional tax, Bookkeeping, tax resolution, tax planning advisory services to minimize your taxes.

Business owners and Professionals choose Lakeline Tax for our pragmatic, customer-focused insights. Our mission is to help optimize your tax deductions and keep more of your Money.

Our approach isn’t just about minimizing taxes—it’s about finding the optimum balance that preserves wealth and fosters long-term financial growth. With our expertise and dedication, clients trust us to optimize their tax strategies for maximum benefit and peace of mind.

Our commitment to excellence and a track record of success set us apart in Austin, Cedar Park, Leander, Liberty Hill and surrounding areas. But don’t just take our word for it. Hear what our clients have to say:

Unrivaled Expertise: Our IRS Certified Enrolled Agents possess a deep understanding of US tax laws and regulations. We are not just tax preparers; we are strategic partners in minimizing tax liabilities. You can rely on our expertise to navigate even the most intricate tax situations.

Authority in Tax Planning: Lakeline Tax is a recognized authority in tax planning. We go beyond compliance and help businesses make informed financial decisions that yield long-term benefits. Our team will be available to address your questions at every stage of the process.

Trusted by Businesses: Our Customer testimonials… speak volumes about the trust businesses place in us. We maintain transparency and integrity in all our dealings.

Data Security: We prioritize the protection of your sensitive information thru our secure portal. Proper security measures are enforced to protect your data from unauthorized access or breaches.

 

Personal, Individualized Attention : You will be directly served by an Enrolled Agent who will prepare your US tax returns. You can ask your preparer any questions you have about your tax situation or about planning for the future. We’re available for questions all year round, even after your return has been filed.

EXCELLENT
20 reviews on
Kevin Pimm
Kevin Pimm
2023-05-02
First time to have pro do our taxes and I'm so happy with the results. Thank you Lakshmi and Lakeline Tax!
Niraj Jayant
Niraj Jayant
2023-01-05
I have used Lakeline Tax and Bookkeeping for the last few years and have been really impressed by the service and quality. Lakshmi really works with me to show me other strategies for my tax situation and is knowledgeable about any area I ask her about. Would highly recommend using her for your tax preparation needs.
Michael Bobo
Michael Bobo
2022-04-19
Super helpful, knowledgable, and professional! Was impressed by the services and will be recommending Lakeline Tax to friends and family.
Antonio Calaf
Antonio Calaf
2022-04-16
During the last two years, Lakshmi has provided excellent Customer Service and very effective counseling in extraordinary Tax matters. I recommend the Lakshmi Lakeline Tax service without any reservation.
venkata varma
venkata varma
2022-04-07
Very good with detailed explanation and suggestions.
aravind veluchamy
aravind veluchamy
2022-04-05
Incredibly professional and keen attention to detail
sandeep mohan
sandeep mohan
2022-04-01
Would highly recommend! Helped with our tax filing and we found Lakshmi to friendly, courteous and dilligent in her work. Available for questions and concerns at all reasonable hours and was a pleasure to work with. Hope to continue working with her in the future.
Jen Kachel
Jen Kachel
2022-03-31
I would definitely recommend Lakshmi at Lakeline Tax. She helped us through several difficult tax returns and was very responsive in text, email and phone. The system she set up was easy to use and I could quickly input our tax info securely.
Erica Williams
Erica Williams
2022-02-09
The IRS had sent me a $30K bill based on a 1099 filing and my current accountant's advice was to call the IRS and get to problem solved on my own. I had no idea where to begin and needed help so I did a little research and found that Lakeline Tax was recommended by several people on my HOA Facebook page. After a couple of conversations I decided to engage Lakeline Tax and I am so glad I did. Lakshmi diligently worked with the IRS to clear up the issue. I am so thankful for her and she will be my new accountant moving forward!
Somer Stark
Somer Stark
2021-11-20
I am very happy to be working with Lakshmi for my business taxes from here on. She helped me to catch up my taxes that were due to be turned in. She is extremely knowledgeable and friendly. Im very happy that I found her! I highly recommend her services.
Randy M.
Randy M.
2023-06-06
I knew very little going into this year’s tax season, but after speaking with Lakshmi I felt like I was able to understand my situation much better and the things I need to do moving forward with my taxes! I have a small business run out of my home, and with my full-time w-2 job and being in a new state, I had no idea what I could even save on. I got more money back on my returns this year, and Lakshmi made sure of that! Well worth the investment, not just to save the hassle of doing my own returns! I was able to get my questions answered thoroughly and always within a reasonable time frame. If you are in the Leander area and are looking for your taxes to be handled professionally, then I would have to highly recommend Lakeline Tax for the next tax season, or even for your personal or business tax planning needs.
Sara W.
Sara W.
2023-05-02
Lakshmi and her team are great – they found ways to reduce my taxes that I would have never found on my own, and even found an error on last year’s return (completed by another company) that resulted in an amendment that earned me over $1000! Plus, it’s just nice to chat with Lakshmi. I definitely feel like she took an interest in me above and beyond my finances, and she was so thoughtful and thorough with her approach that I felt very well cared for. I highly recommend Lakeline Tax!
E V.
E V.
2023-01-13
My taxes are no walk in the park. Between digging through digging through past documents and researching nuances to my taxes, lakeline was able to get everything done and handle the brutal process. That means, experience with ESPPs, ISOs, having a portal to make document transfers secure and easy. They were able to find some previous mistakes in my returns which was like finding a needle in a hay stack. I was hesitant at first because it’s all online, but now I would Highly recommend.
Chris K.
Chris K.
2022-03-31
I would definitely recommend Lakshmi at Lakeline Tax. She is patient and thorough. She helped us through several difficult tax returns and was very responsive in text, email and phone. The system she set up was easy to use and I could quickly input our tax info securely.
Niraj J.
Niraj J.
2022-01-17
I worked with Lakshmi and the team for the 2020 tax season. We had a lot of questions and Lakshmi patiently walked us through all of our questions and gave us great advice for how to take advantage of tax preferred systems for 2021. I always feel like I can reach Lakshmi and ask about anything and I was very happy with the service she was able to provide. Highly recommend Lakeline Tax and Bookkeeping for your tax needs
Erin R.
Erin R.
2021-11-03
My experience with Lakshmi was great! She did a great job answering my questions and helping get everything done correctly. It was huge relief to get my taxes done and feel confident about it. I highly recommend Lakeline Tax, Lakshmi is professional and provides great service.
Paola M.
Paola M.
2021-05-24
I received excellent service from Lakeline. My taxes were extremely complicated this year because I needed to file an amendment to the previous year’s return before I filed this year’s. Lakshmi was very professional, quick and provided me with updates as she went along. She was even mindful of the time difference. I received a larger refund that I ever have. Will definitely use her in the future.
Chase A.
Chase A.
2021-04-25
You can’t go wrong with Lakeline Tax! Lakshmi was fantastic and took the time to walk my wife and I through every aspect of our return. We had a complex tax situation and she was able to ensure everything was 100% correct and got the maximum refund. She went above and beyond this tax season and will absolutely be using her next year!
Sai P.
Sai P.
2021-04-20
My taxes were a bit complicated this year because of partial residency in multiple states due to COVID. Lakshmi handled all of the complexities for me and saved me a lot of money! She has great communication and is very knowledgeable on tax law – definitely recommend for anyone who’s looking for help on their taxes.
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