About Us
Lakeline Tax — Strategic Tax Advisory for Complex Financial Lives
Lakeline Tax is a private tax strategy and advisory firm for accomplished individuals, business owners, and real estate investors whose financial affairs have outgrown conventional tax preparation.
Where we work
- Proactive, year-round tax planning
- Business and individual tax preparation
- IRS representation and tax resolution
- Multi-entity structures, S corporations, and partnerships
- Real estate: depreciation, cost segregation, passive activity planning
- Equity compensation, multi-state exposure, layered income structures
Who we serve
High-income professionals and technology executives, owners of closely held businesses, real estate investors, and families whose planning spans multiple years and more than one entity. Austin and Cedar Park, Texas — and virtually across all 50 states.
Leadership
Lakeline Tax is led by Lakshmi Ramkumar, EA, an Enrolled Agent authorized to represent taxpayers before the IRS, with 25+ years of experience, including professional exposure working alongside both law-firm and large accounting-firm environments like Intuit, H&R Block, Blazier Christensen Browder & Virr, P.C., (Law Firm) and Carr, Riggs & Ingram(Accounting Firm).
“Don’t pay one more dollar than you owe,
With the right plan, your wealth can grow.”…Lakshmi Ramkumar
Our Philosophy
We believe effective tax planning:
- Happens throughout the year
- Evolves as financial circumstances change
- Works best when aligned with broader financial decisions
Our role is to help clients make informed decisions today that remain defensible and effective over time.
Why Choose Lakshmi Ramkumar and Lakeline Tax?
Lakshmi is an Enrolled Agent, authorized to represent taxpayers before the IRS, and possesses extensive experience managing IRS audits, collaborating with IRS revenue agents, and resolving restitution-based tax cases. Her unique skill set enables her to identify hidden tax-saving opportunities that others often overlook, helping clients reduce thousands of dollars in penalties and reclaim their financial freedom. Clients consistently recognize her for her ability to navigate complex tax issues, delivering not only solutions but also peace of mind. Her in-depth knowledge of these specialized financial areas allows her to provide tailored tax strategies that maximize savings and ensure compliance.
Lakshmi and her team of Enrolled Agents have grown from their home base in Austin, Tx to serve individual and business clients throughout the United States have been helping the business community, families and individuals with a wide variety of tax services since 2020. We have built a solid reputation for providing the highest level of service and outcomes. The level of experience and skill that we have to offer our clients is our greatest strength.
We constantly update our knowledge and keep ourselves current with the latest tax laws and develop new techniques to save our clients the most money on their taxes. Click here to check the Credentials and Qualifications for Tax preparation experts.
Lakeline Tax provides tax preparation services for everyone including Individual Tax Preparation, Business Tax Preparation, Self-Employed Tax Preparation, Partnership & Corporate Taxes, Bookkeeping, and Tax Planning, serving Austin, Cedar Park, Leander, Liberty Hill, and virtually across all 50 states. We utilize QuickBooks and are certified QuickBooks ProAdvisors.
Get more done with us.