Individual Tax Preparation Services
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.
Give us a Call today @ 512-335-8037
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.
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.
Check our customer testimonials here…
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 Return, Business Tax Preparation, Partnership & Corporate Taxes, Book Keeping, Tax Planning, Tax Resolution. No matter what your needs require, you’ll benefit from our experience, expertise, and Friendly customer services.
Charges for preparing individual tax return vary depending on the many factors, such as where you currently live, your income level, property, marital status, business, investments, expenses complexity and various forms.
Rough estimate of hourly rates run $100-$400 for individual tax returns; Generally a fairly simple income tax return starts around $500-$800 and goes up to $1,500-$2,500 and more depending on circumstances and complexity.
Anyone with income more than $100K can benefit using the services of an enrolled agent or tax consultant, from individuals to families, businesses, corporations, and organizations.
Most people would benefit from enrolled agents, but it’s especially important under certain circumstances. People who have complicated tax forms would benefit from these services.
For instance, if you run your own business, have an active investing portfolio, or work and live in different states, tax laws can be too much to deal with, if not completely confusing. If you get income from rental properties, real estate transactions, stock options, self-employment incomes, and the like, you most certainly need a tax consultant.
Working hand in hand with a tax advisor can be a smart move if you go through a major life experience. For instance, if you get married, divorced, adopt a child, buy a home, or receive an inheritance.
Tax consultants keep up with tax laws at the local, state, and federal levels, something you may find hard to do.
If you own a business, filing your taxes can be daunting, especially when you factor in things like sales taxes, which have to be returned several times annually. Trying to file your own taxes may be penny-wise, but pound foolish.
With a professional tax advisor, you’ll have a better understanding of your tax deductions and advice about making strategic investments that will help you avoid tax liabilities. An expert tax consultant will not only advise you on how to effectively save on taxes, but also improve your financial portfolio.
Most people file taxes at the end of each year, and it takes a lot of effort to ensure that everything is filed correctly.
You’d be surprised at the number of people fined for making tax mistakes or penalized for not filing on time. With a tax consultant, you don’t have to go digging up all your files, and double-checking everything is okay because they’ll do all that for you and on time. This means you’ll place your focus elsewhere.
Audits by the IRS can be random. If, by chance, your tax return gets audited, you won’t have to worry because a dedicated Lakeline tax Enrolled Agent will be there to represent you and communicate with the IRS on your behalf– included and covered at no extra cost.