Individual Tax Preparation

Lakeline tax and bookkeeping services, as your trusted advisor, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money and  to make filing your personal tax returns easy, secure, and accurate. 


  • IRS Certified Enrolled agents with more than 20 years of experience who knows the latest in tax laws like the backs of their hands.
  • 100% Accuracy guaranteed. Expert income tax preparation, prior year tax preparation, and amended income tax preparation and tax planning services. 
  • High Security – As a valued client, you get a secure, password-protected portal to upload and access your important financial documents from anywhere at any time.
  • Connect with us thru the mobile-app and send messages securely within our tax portal.
  • We have your Back – Year-round. We are not part timers who swoop in to help just during tax season.
    We provide year round service with tax preparation, tax planning, IRS representation and bookkeeping.

Let US put MORE money in YOUR pocket!

As your trusted advisor, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

Check our Customer testimonials here…

It’s also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns–so you don’t miss out on any tax credits and deductions that you are entitled to take.

Tax Season Is Just around the Corner.

If you need a fast, accurate tax professional to prepare your tax return this year, Schedule an appointment with us today.

Our range of Individual Tax preparation services: 

·         Individual income tax planning, projections, preparation, and compliance
·         Federal tax returns for individuals
·         All 52 state tax returns
·         Foreign Bank and Financial Accounts (FinCEN 114)
·         Military personnel and families
·         Rental property income
·         Employee stock options, RSU, ESPP, and Cryptocurrency
·         Alternative minimum tax
·         Net investment income tax
·         Charitable contributions
·         Quarterly estimated tax
·         Tax returns for self-employed individuals
·         Electronic Filing
·         Filing back taxes
·         Tax audit representation
We advise you on the best tax strategies, minimizing personal income taxes, and maximizing your refund. We save time and money by doing the heavy lifting for you.

We understand that preparing your own income tax returns can be a task that leaves you with more questions than answers. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced IRS Certified Enrolled Agents. 

We help individuals file their personal tax returns (including expatriate tax returns). We are experts when it comes to business owners, income from stock trading, stock options,  cryptocurrency, real estate, rental properties and other NFT investments, which is where we can help you save money.

We make it our business to know all the latest and constantly changing tax rules inside and out. We’re constantly on the lookout for new laws we can use to reduce tax liabilities for our clients. We methodically review your paperwork, receipts, and past tax returns and employ tax strategies that will help you to retain more of your income.

Online tax software will never replace the real-world experience of an Enrolled Agent. Although using technology to do it yourself may seem cheaper, it could cost you more in the long run between mishandled deductions, miscalculations, and even IRS problems. 

Planning is the key to successfully and legally reducing your Business tax liability tax liability.  Learn more about tax saving strategies to maximize your after-tax income…

You can be rest assured that you are getting the best bang for your buck.

Audit response / IRS Representation – We will respond to all communication from the IRS

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 taxes. Click here to check the Credentials and Qualifications for Tax preparation experts.

Lakeline Tax provides tax preparation services for everyone including Self-Employed Tax ReturnBusiness Tax Preparation, Partnership & Corporate Taxes, Book KeepingTax PlanningTax Resolution. No matter what your needs require, you’ll benefit from our experience, expertise, and Friendly customer services.