Strategic Tax Planning for High-Net-Worth Individuals & 7-Figure Business Owners
Don't Just File Taxes—Build Wealth with Expert Tax Strategy
At Lakeline Tax, we understand that when your income or business revenue crosses the $500K threshold, ordinary tax filing isn’t enough. You need a strategic partner. Our CPA-led tax planning services are designed exclusively for high-net-worth individuals and business owners who refuse to overpay the IRS. With over 20 years of experience in advanced tax planning, we don’t just find deductions—we build custom strategies that legally reduce your tax burden and maximize your wealth.
Why You Need Advanced Tax Planning
HNW & High-Income Clients Face Unique Tax Challenges
The higher your income, the more complex your tax situation—and the more opportunities you have to save.
Whether you’re a business owner with growing profits, a real estate investor with multiple properties, or a tech professional receiving stock options, your tax profile demands more than basic compliance. Our strategies go far beyond standard deductions and extend into:
Entity structuring for optimal taxation
Income deferral and acceleration strategies
Passive income tax optimization
Real estate and capital gains planning
Multi-state and federal tax coordination
Learn more about our Expert Business Tax preparation services
Your Situation Deserves More Than Cookie-Cutter Advice
Unlike generic tax services, Lakeline Tax offers 100% customized tax planning based on your specific income streams, investments, and financial goals. We’re not here to simply check boxes—we’re here to deliver results that align with your long-term vision.
“Lakeline Tax saved us over $75,000 last year by restructuring our business and applying deductions I never knew existed. Their CPA team is next-level.”
— Google Review from a 7-figure Austin business owner
What Makes Lakeline Tax Different
20+ Years of Elite Tax Strategy Experience
We’ve helped hundreds of high-income individuals reduce their tax bills by 5–6 figures annually. Our founder and CEO- Lakshmi, a licensed Enrolled Agent with over 20 years of experience, leads every planning session with a proactive, forward-thinking approach.
Trusted by Austin’s Business Elite
We proudly serve clients across Texas and beyond, with a focus on business owners and professionals earning $500K–$5M+ annually. From tech entrepreneurs to medical practices, we understand your industry—and how to legally reduce your taxes within it.
Not Just Advisors. Partners.
We don’t disappear after tax season. We’re year-round advisors, helping you make better decisions that protect and grow your wealth.
“They explained complex tax rules in a way I could understand and made me feel confident. I’ve never had such clarity about my financial picture.”
— Google Review from a high-net-worth executive
Your Tax Plan Should Work As Hard As You Do
Our High-Income Tax Planning Services Include:
✔ Business Entity Optimization
LLC, S-Corp, or C-Corp? We’ll choose the best structure to maximize after-tax income.
✔ Advanced Deduction Strategies
From Augusta Rule to accountable plans, we implement tools that most CPA ‘s miss.
✔ Investment & Real Estate Tax Planning
Minimize capital gains, use 1031 exchanges, and leverage depreciation to the max.
✔ Multi-Year Tax Planning
Think ahead: we build 2-3 year plans to time income and deductions for long-term results.
✔ Audit Protection & Representation
Our Enrolled agents provides full IRS audit defense and documentation support.
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Schedule Your Free Strategy Session Today
You’ve Worked Hard for Your Success—Now Keep More of It.
If you earn over $500K annually, every tax season you wait could be costing you tens of thousands. Let us show you how smart planning can change everything. We offer:
Free 15-minute consultation with a Tax expert
Customized tax roadmap within 7 business days
Complete year-round support
⚡ Schedule Your Free Strategy Call Now
Or call us directly: (512) 335-8037
Typically, individuals with investable assets of $1M+ or annual income of $500K+ qualify. Our comprehensive services are ideal for those with complex income streams, including business ownership, real estate, or stock options.
No. While we’re proudly based in Austin and Cedar Park, we work virtually thru our secure tax portal to upload and download tax documents, send messages securely and schedule meetings thru zoom with clients nationwide. We understand state tax nuances and federal strategies that apply coast-to-coast.
Some of our clients see immediate savings in the first year from entity restructuring or deduction optimization. Others benefit over time through long-range planning. Our strategies always aim for high-impact results.
Absolutely not. Our Tax planning is most effective when done before year-end. We provide advisory services year-round, not just in April.
We’ll review your current tax situation, identify missed opportunities, and outline our proposed roadmap. There’s no pressure—just clarity and next steps.
Final Thoughts: Wealth Isn’t Built by Accident. It’s Engineered.
You’re already doing the hard work of building income and growing your business. Now, it’s time your tax plan rose to meet your success.
At Lakeline Tax, we combine elite strategy with personal service. We believe in empowering smart earners to become smarter with their taxes.
“This firm gave me peace of mind I didn’t know was possible during tax season.”
— Verified Google Review
Let’s talk. Let’s plan. Let’s save you real money.
Book Your Free Consultation
📞 Or call us now: (512) 335-8037
Lakeline Tax – Trusted. Strategic. Enrolled Agent-Led.
Have any Questions? Call us Today!
(512) 335-8037
Lakeline Tax Services offers expert tax planning, preparation, bookkeeping, and IRS resolution for high-net-worth individuals, families, and businesses. Serving Leander, Cedar Park, Brushy Creek, Lago Vista, Jonestown, Marble Falls, Taylor, Manor, Lakeway, Austin, Liberty Hill, Georgetown, Round Rock, Pflugerville, all 50 U.S. states, and U.S. citizens in India, the UK, and Canada.
We utilize QuickBooks and are certified QuickBooks ProAdvisors.
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