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.

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:

Why Choose Lakeline Tax in Texas?

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

Paola Mignone

2024-04-16

Lakshmi has been doing my taxes for the past 3 years. She's always very professional, gives excellent advice and makes sure I am aware of everything she's doing in the process. The online document uploading system is also easy to use. Would highly recommend!

Paige Flint

2024-04-14

The owner and employees of Lakeline Tax & Bookkeeping Services Inc. are totally amazing! They are all super friendly and very personable. I honestly cannot say enough positive things about them. The owner, Lakshmi was always available to answer any questions I had. I also appreciated the meeting we had after she had completed our income tax return. The meeting was very informative, and Lakshmi went over the entire income tax return line by line so we knew exactly what was being submitted to the IRS. I have NEVER had that offered to me in the past. I will continue giving my business to Lakeline Tax & Bookkeeping Services Inc.

Shruthi desigan

2024-04-13

Lakshmi has been great, she spends time to connect at a personal level and offers a very good tax service as well. Would recommend.

SM M

2024-04-05

Lakshmi is one of the best CPAs I have worked with so far. She is very professional and has vast experience in this field. She is very prompt at responding to questions. I definitely recommend her.

Antonio Calaf

2024-04-02

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.

Brandon Evans

2024-04-02

The filing process was made easy and fast. Knowing you are leaving your taxes in the hands of professionals takes away a lot of stress. I wouldn't hesitate to recommend Lakeline Tax Services to anyone. Thank you Lakshm!

Bijal P

2024-03-28

First time using a professional tax service and Lakshmi was able to identify savings for me and my husband that we absolutely would have missed out on without her services. The entire process was easy and painless; Lakshmi explained everything very clearly so we were able to understand the ins and outs of our return and see where we were missing out out on a bigger return. I would definitely recommend Lakeline Tax to anyone who has a return that might be a little more complicated than your average return. Thank you!

William Rice

2024-03-23

I recently utilized Lakeline Tax for my tax preparation needs, and I am thoroughly impressed with their service. The team at Lakeline Tax exhibited exceptional knowledge, efficiency, and professionalism throughout the entire process. They meticulously helped me optimize my deductions while ensuring precise and timely filing. Their personalized approach and attention to detail made the entire experience seamless and stress-free. I wholeheartedly recommend Lakeline Tax to anyone seeking expert tax assistance.

Jeff Gall

2024-03-18

This is the 2nd year working with them and the experience both years has been exceptional! I appreciate the advice and review of where my family stands - 100% recommend the use of their services!

112whynot 64

2024-03-04

Words cannot adequately express how much Lakeline Tax Service has helped my family. Lakshmi, and her team, are absolutely wonderful to work with. As a 1099 employee taxes can be especially daunting and intimidating, but thanks to Lakeline Tax all our fears were quickly dismissed. Highly recommend using this company for all your tax service needs!

Paige F.

2024-04-14

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.

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.

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.

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.

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.

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.

Chase A.

2021-04-26

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.

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.

Teran B.

2021-03-05

Last year my taxes became a bit more complicated so I needed to find some reliable professional help and Lakshmi was referred to me. Having had bad experiences with not so upfront pricing in the past, she was a definite blessing. She was amazingly thorough and very easy to work with. Not to mention helped us save a ton of money on our taxes. I’d highly recommend her services to anyone!

Telephone

+1(512) 335 8037

Appointment

Click here to schedule an appointment

Hours

Mon-Fri: 9:00 am - 8:00 pm
Sat-Sun: By Appointment

Don’t take our word for it

— Here’s what customers who made the switch had to say

Lakeline Tax services helps High networth individuals, families and business owners navigate and strategize around the complexity of taxes from tax planning, tax preparation, book keeping and tax resolution incase of any issues with IRS.
We strive to help businesses use timely and accurate tax preparation information and tax planning to make informed decisions about their business that will help them grow their business, increase their bottom line, and achieve their goals.
To join Lakeline Tax, users must logon to the secure portal and verify their address using a phone number or other methods. They can also accept an email invitation from a trusted friend or neighbor. Once verified, users can customize their profile and upload their documents.
Lakeline Tax provides tax preparation services for everyone including Individuals, Self-Employed Tax Returns, Business Tax Preparation, Partnership & Corporate Taxes, Bookkeeping, Tax Planning, and Tax Resolution, serving Leander, Cedar Park, Brushy Creek, Lago vista, Jones Town, Marble Falls, Taylor, Manor, Lakeway, Austin, Liberty Hill, GeorgeTown, Round Rock, Pflugerville, and all the 50 states of United States, and for US citizens living in India, United Kingdom, Mexico, Netherlands, France, Germany, Italy, Spain, Australia, Denmark, Sweden, and Canada.
We utilize QuickBooks and are certified QuickBooks ProAdvisors.

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