Proactive, year-round planning for complex financial lives

Lakeline Tax provides strategic tax planning, for clients whose financial decisions carry long-term consequences, our work is designed to bring structure, clarity, and coordination with advisors — not just annual filing.

“Don’t pay one more dollar than you owe,
With the right plan, your wealth can grow.”…Lakshmi Ramkumar

Your financial world is complex. Your tax strategy should match it.

Business & Partnership Tax Preparation Tailored to You

Whether you’re filing for a business tax return in Austin (S-Corp, LLC, or partnership) or need a virtual tax professional, our precision ensures compliance and maximizes deductions every time. We handle all the paperwork, so you can relax and focus on what matters most to you. Accurate, timely, and IRS-compliant tax filings for individuals, businesses, and multi-state filers.

Strategic Tax Planning

We offer expert tax planning in Austin, especially for high-income earners, real estate investors, and small-to-medium business owners. Proactive strategies to minimize liabilities and maximize wealth. 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 Resolution & Back Tax Filing—Fast, Discreet, Effective

Facing IRS notices, penalties, or liens? Our IRS representation services and back tax filing expertise get you back on track—with less stress and optimal results. Expert assistance in resolving IRS disputes, audits, and back taxes. With Lakeline Tax Enrolled Agents on your side, you have dedicated professionals to represent you. We’re your trusted legal partner in tax matters.

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Who this is For?

Built for Tax Complexity

Our clients typically arrive when a liquidity event, compensation change, business decision, or IRS matter makes the cost of reactive tax work too high to ignore.

Tech executives & operators

RSUs, ISOs, NSOs, ESPP, multi-state income

$500K+ household income. Compensation events with long-term consequences if handled in isolation.

Business owners & founders

LLCs, S-Corps, partnerships, closely held companies

Personal and business tax lives that cannot be separated. Entity structure, compensation design, quarterly planning.

Advisor-referred households

Tax partner for wealth advisors, attorneys & CFOs

A coordinated tax lead who can handle planning, return execution, and IRS-facing work alongside your existing advisors.

Not a fit for

Straightforward W-2 filers with no planning complexity
Clients seeking only seasonal filing without year-round advisory
Those who need a large-firm bench over a direct advisor relationship

How we’re different

More strategic than a preparer. More execution-focused than a wealth advisor. More personal than a large CPA platform.

Planning, preparation, and IRS representation under one roof

No handoffs between your tax planner and your tax preparer. No gaps in coordination when an IRS matter surfaces.

Your entire tax journey happens right in your secure Tax portal. We handle the integration to make filing simple and easy.

Direct access to your advisor — not a staffed platform

Founder-led judgment. You work directly with Lakshmi Ramkumar, EA, not a rotating associate team, means you get top-tier expertise so you can be confident your taxes are done right.

A modern, low-friction client experience

Secure document portal, virtual consultations, and a process that handles complex returns without complexity on your side, uses advanced security measures, so you can feel confident that your personal and financial information is protected.

Get Started with a Free 15-Minute Consultation

Your tax strategy should be working for you—not against you. Schedule your free virtual or in-person consultation and get started on reducing your tax burden immediately.

Strategy in practice

What proactive planning looks like in numbers.

These illustrative scenarios show how structural decisions and proper elections can materially reduce tax exposure for business owners and investors.

Numbers are illustrative. Actual outcomes depend on facts, applicable law, and proper documentation. Outcomes vary by client.

Strategy	Before planning	After planning	Est. tax reduction	Mechanism
S-Corp optimization	~$182K total tax on owner comp + profit	~$132K after reasonable comp + QBI structuring	$50,000	§199A deduction
Real estate grouping	Rental losses limited to passive income offset	Larger current-year rental losses deductible	$18,000	Reg. §1.469-9 + material participation
STR reclassification	Short-term rental treated as passive	STR non-passive, losses offset active income	$25,000	STR non-rental rules
Cost segregation	Building depreciation over 27.5 years	Accelerated first-year write-off	$42,000	§168(k) bonus depreciation

If your current advisor has not walked you through scenarios like these, you may be receiving tax preparation — not tax planning.

Imagine Keeping More of Your Hard-Earned Money

What if your tax strategy was working for you, instead of against you?

You legally pay the least amount possible with proactive tax strategies tailored to your financial goals.
Your business is structured for tax efficiency, reducing liabilities while maximizing cash flow.
IRS audits and tax debt are no longer a concern because your filings are accurate and compliant.
You have a trusted tax expert on call, providing year-round guidance—not just during tax season.
Your wealth is protected, your investments are optimized, and your financial future is secure.

At Lakeline Tax, we turn this vision into reality.

Explore the Advanced Tax Strategies for Complex Financial Lives (2026 and Beyond)

Complex financial lives deserve year-round advisory — not annual compliance.

A confidential consultation is the starting point. We’ll assess whether there’s a fit, understand your situation, and outline what a planning relationship would look like.

Why Choose Lakeline Tax in Texas?

IRS-Backed Strategies, No Guesswork

Every plan is rooted in Internal Revenue Code authority—not “tactics.”

✔ 100% IRS Compliance & Accuracy – Prepared and reviewed by an Enrolled Agent, with documentation designed to withstand IRS review
✔ Personalized Tax Strategies – No cookie-cutter solutions, only customized plans.
✔ Year-Round Support – We help you make smart tax decisions every month, not just in April.
✔ Top-Rated Client Satisfaction – Read our 5-star Yelp & Google reviews from real customers.

Click here to learn more : Protecting Your Data: Advanced Security Measures for Tax Preparation & Planning

Client perspectives

What our clients say after making the transition.

    
 
 
       Posted on Yelp  
   
   Jeff N. 
 
 
 
 Verified I hate taxes and everything related to taxes I am also very frustrated that when I go to hire knowledgeable tax professionals, they are often not as motivated as I am to fix help, or seem to just phone in really basic services Enter Lakshmi and Lakeline Tax Services: competent, knowledgeable, easy to speak to, and highly motivated to get you to a better place, not just now, but for your financial future. I have finally found the tax professional I have been looking for: I recommend Lakshmi without reservation, she has helped me tremendously
  
 
      Posted on Yelp  
   
   Laureen A. 
 
 
 
 Verified Lakshmi has been the greatest help to me and my family after our mom's death in a different state. She handled everything needed, was quick to respond to questions, and was patient & understanding. Highly recommend her and her team!
  
 
      Posted on Yelp  
   
   Lauren W. 
 
 
 
 Verified I worked with Lakshmi for our taxes this year and she was outstanding! We had a more complicated tax situation this year-compared to our prior years filings. Additionally, we had a very short window to file our taxes. Lakshmi helped make the process simple and worked hard to help us meet that deadline. They provided excellent customer service with excellent communication through the TD platform-keeping us informed each step of the process. We were able to call her directly (no phone tree!) and if she was Unable to answer, our Calls were returned quickly! I would highly recommend Lakeline Tax and Lakshmi for Your tax needs. I know we will be returning next year!
  
 
      Posted on Yelp  
   
   Gerardo L. 
 
 
 
 Verified Lakshmi is great, she is always a pleasure to work with. We've been using her tax services for a few years, and see no need to change providers. Given that she does taxes for both my wife and I (day time job + two businesses) it's very convenient to have a professional like her handle everything. She is very clear on what she needs in order to file taxes for you, and is always available for any questions. Yes, it won't be as cheap as TurboTax but you definitely get what you pay for.
  
 
      Posted on Yelp  
   
   Antonio C. 
 
 
 
 Verified During the last three years, Lakshmi has provided excellent Customer Service and very effective counseling in extraordinary Tax matters. She has grown her practice and continues to provide exceptional tax council and services. I recommend the Lakshmi Lakeline Tax service without any reservation.
  
 
      Posted on Yelp  
   
   Randy M. 
 
 
 
 Verified 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.
  
 
      Posted on Yelp  
   
   Sara W. 
 
 
 
 Verified 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!
  
 
      Posted on Yelp  
   
   E V. 
 
 
 
 Verified 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.
  
 
      Posted on Yelp  
   
   Antonio C. 
 
 
 
 Verified 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.

Our Core Services

Tax Planning for High-Net-Worth Individuals
Proactive strategies like QBI optimization, entity structuring, charitable trusts, and Roth conversions.

Business Tax Preparation
S-Corp, partnership, and multi-state tax returns — designed for growing businesses with $500K+ in revenue.

IRS Resolution & Representation
Full audit defense, Offer-in-Compromise, penalty relief, and negotiation directly with the IRS.

Back Tax Filing
Bring your filings current, avoid penalties, and move forward with confidence.

Your Path to Tax Savings Starts Today

Are you ready to pay less in taxes and protect your wealth?

At Lakeline Tax, we take the guesswork out of tax preparation, planning, and resolution—so you can focus on growing your business and wealth.

Call us today: 512-335-8037
Schedule a Meeting: www.lakelinetax.com/Appointments

Start saving thousands—Schedule your consultation now!

Built for Serious Earners in Austin, Cedar Park, Leander & Round Rock

Our clients aren’t looking for the cheapest tax return preparation.
They want:

Lower tax liability
Documentation built to support your positions under IRS review
A strategy that evolves as they grow

We provide it.

From Austin, Cedar Park, Leander, and Round Rock to virtual clients across all 50 states, our secure online process makes expert tax planning accessible anywhere.

Real Clients. Real Savings.

Our best work happens behind the scenes, but these simplified examples show how the right structure and elections can materially reduce taxes for high earners and investors.

Numbers below are illustrative. Actual outcomes depend on facts, law, and proper documentation.

Strategy	Before (Annual Tax Impact)	After (With Planning)	Estimated Tax Savings	Core Mechanism
S-Corp Optimization	~$182,000 total tax on owner compensation and profit	~$132,000 total tax after optimizing reasonable comp + QBI	$50,000	Adjusted salary, §199A deduction structuring
Real Estate Grouping	Rental losses mostly limited to offseting passive income each year	Larger portion of current-year rental losses deductible against income due to RE pro status + grouping	$18,000	Reg. §1.469-9 grouping + material participation
STR Reclassification	Short-term rental treated as passive, losses trapped	STR treated as non-passive, losses offset active income	$25,000	STR “non-rental” rules + material participation
Cost Segregation Study	Slow building depreciation over 27.5 years	Accelerated depreciation with significant first-year write-off	$42,000	§168(k) bonus depreciation + cost segregation

What These Numbers Really Mean for You

You keep more cash working in your business and investments
You move faster toward financial independence and generational wealth
You gain strategies that are designed to hold up under IRS scrutiny

If your current CPA / tax advisor has never walked you through scenarios like this, it’s a sign you may be getting tax preparation—not elite tax strategy.

→ Let’s find out what your “Before vs After” could look like.

      EXCELLENT  
   Based on 50 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Juan Garza 
 
 
 
 Trustindex verifies that the original source of the review is Google. Lakshmi and her team are true professionals. I had an accountant for a few years and when they suddenly retired, Lakeline Tax was able to pick up the pieces and get my taxes in order. Saved me some money in the process. Great team to work with.
  
 
      Posted on Google  
   
   Mahmood Ali 
 
 
 
 Trustindex verifies that the original source of the review is Google. Amazing service, very friendly. very detailed and precious and done the tax filing very efficiently

Owner's reply
Thank you Mahmood so much for your kind words and generous review! It was truly our privilege to support you through such a pivotal moment — from navigating complex business tax filing to optimizing your entity structure for long-term savings. We understand how overwhelming those decisions can feel, and we’re honored that you entrusted Lakeline Tax to guide you. Your feedback means the world to us. We’re excited to continue supporting your success in the years ahead — whether it’s proactive tax planning, bookkeeping, or future growth strategies.
  
 
      Posted on Google  
   
   Jeff Nordin 
 
 
 
 Trustindex verifies that the original source of the review is Google. I hate taxes and everything related to taxes I am also very frustrated that when I go to hire knowledgeable tax professionals, they are often not as motivated as I am to fix help, or seen to just phone in really basic services Enter Lakshmi and Lakeline Tax Services: competent, knowledgeable, easy to speak to, and highly motivated to get you to a better place, not just now, but for your financial future. I have finally found the tax professional I have been looking for: I recommend Lakshmi without reservation, she has helped me tremendously

Owner's reply
Thank you Jeff so much for your 5 star review! We understand that taxes can be overwhelming, and it's our mission to make the process as smooth and beneficial as possible for our clients. We're thrilled to hear that you found the knowledgeable and motivated support you were seeking, and we look forward to continuing to support your financial journey.
  
 
      Posted on Google  
   
   tyrel clark 
 
 
 
 Trustindex verifies that the original source of the review is Google. This was a great tax business to use. Lakshmi made everything incredibly easy about doing my most complicated tax return yet. The app that they utilize makes the information exchange very easy, and she does a meeting with you to go over the final draft. I'm giving this business 5 stars because they earned it with great communication, and service that can't be beat. Thank you Lakeline Tax for making my life easier during this tax season!

Owner's reply
Thank you Tyrel so much for your kind words. Your acknowledgment of our communication and service quality means a lot to us. We strive to offer unparalleled support to our clients, and your feedback reinforces our commitment to excellence. We're grateful for your 5-star rating and are delighted to have made your life easier during this tax season.
  
 
      Posted on Google  
   
   Jessica Knape 
 
 
 
 Trustindex verifies that the original source of the review is Google. Lakshmi is amazing! She's so personable and clearly a tax pro! I've always used Turbo tax for my filings but this year I sold a house and needed more help. Lakshmi was so easy to work with and she is very thorough! Saved me thousands of dollars in taxes and even found errors in my prior Turbo Tax filings that would have saved me money. Highly recommend her!

Owner's reply
Thank you Jessica so much for your heartfelt review. It's incredibly rewarding to hear that our services made a significant difference in your tax experience. Your trust in transitioning from TurboTax to our personalized assistance, especially during a complex tax situation like a home sale, means a great deal to us. We're delighted that our efforts have had such a positive impact on your financial well-being. We strive to provide exceptional service to all our clients, and your feedback reinforces the importance of our mission.
  
 
      Posted on Google  
   
   Sheila Rodriguez 
 
 
 
 Trustindex verifies that the original source of the review is Google. If it wasnt for Lakeline I would be a hot mess. I had a fantastic experience and the team handle both my personal and business taxes. The portal was extremely easy to use and I highly recommend!

Owner's reply
Thank you Sheila so much for your heartfelt 5star review! We're truly honored to have walked alongside you through your personal and business tax journey. Overcoming tax challenges — especially when it comes to filing accurately and maximizing deductions — takes courage and trust, and we're so grateful you chose Lakeline Tax to help simplify and resolve it all. We’re thrilled that our secure client portal made your experience smooth and stress-free, and we’re deeply touched by your recommendation. From all of us at Lakeline Tax, thank you again — we look forward to being your trusted partners for years to come!
  
 
      Posted on Google  
   
   Benjamin Nitish 
 
 
 
 Trustindex verifies that the original source of the review is Google. had the privilege of working with Lakshmi for my tax preparation, and I am thoroughly impressed with the exceptional service provided. From the outset, Lakshmi demonstrated a deep understanding of tax regulations and took a comprehensive approach to managing my tax filings. She expertly handled all aspects of the process, from collecting necessary documentation to ensuring that every available deduction and credit was applied. Her attention to detail and proactive communication made the entire process smooth and efficient. I felt confident and assured that my tax matters were in the most capable hands. I highly recommend her for anyone seeking a knowledgeable, professional, and meticulous tax consultant."

Owner's reply
Thank you Nitish so much for your your generous and thoughtful review! We're thrilled to hear that Lakshmi's expertise and attention to detail made your tax experience smooth and confident. Your trust and recommendation mean the world to us — we're honored to support you and look forward to being your go-to tax partner for years to come!
  
 
      Posted on Google  
   
   Carie Keeney 
 
 
 
 Trustindex verifies that the original source of the review is Google. I am highly satisfied with Lakshmi and her team! They are thorough, professional and prompt. They also take the time to review your last return to compare and contrast the differences. Her advice was greatly appreciated. Highly recommend!!!

Owner's reply
Thank you Carie so much for your thoughtful review and kind recommendation! We’re truly honored that Lakshmi and the team could help guide you through filing your individual taxes with business income and making the right entity selection — both critical steps toward long-term tax savings and peace of mind. We’re grateful to be part of your financial journey and look forward to continuing to support you with clarity and confidence.
  
 
  
  
 
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Don’t take our word for it

Read our reviews— Here’s what customers who made the switch had to say on Google and Yelp

Lakeline Tax provides tax preparation services for everyone including Individual Tax Preparation, Business Tax Preparation, Partnership & Corporate Taxes, Bookkeeping, Tax Planning, and Tax Resolution. Serving Leander, Cedar Park, Round Rock, Pflugerville, all the 50 U.S. states virtually thru our secure portal.