LAKEVIEW
Tax & Accounting Services
YOUR TRUSTED ACCOUNTING, BOOKKEEPING, AND TAX PREPARATION SERVICE
COMPLETE ACCOUNTING & TAX
Stay Organized. Stay Compliant. Stay Focused
Running a business means juggling a lot — but Accounting and Tax compliance shouldn’t be one of them.
Lakeview’s Complete Accounting and Tax Packages deliver dependable, professional financial support at a predictable monthly.
We keep your books accurate, tax-ready, and insightful — so you can focus on growing your business.
Why Choose Lakview's Complete Package?
✅ Flat, predictable monthly
✅ Tax-ready books by year-end
✅ Reports that make sense — and help you plan
✅ Tax Return Completed
✅ Tax Planning
✅ Local support with national expertise
✅ Flexible options to fit your needs and budget
We work with all kinds of businesses — from solo entrepreneurs to growing teams — to help you stay on top of your numbers all year.
Who It's For
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Freelancers & solopreneurs
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Small businesses & startups
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Multi-owner LLCs & partnerships
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S-Corps & corporations
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Nonprofits & tax-exempt organizations
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Property managers & real estate investors
What's Included in Your Package
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Monthly predictable pricing
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Bank & credit card reconciliations
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General ledger maintenance
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Monthly, Quarterly, and Annual financial statements (P&L and Balance Sheet)
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Sales tax tracking & filing - 1 State (If applicable)
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Year-end reports for tax filing
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Coordination with our tax prep team for seamless service
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Tax Return
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Tax Planning
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Optional payroll & additional advisory add-ons available
Pick the package that best fits you or work with us to create your perfect package.
Our Packages
Essentials: $500/Mo
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Our Basic Bookkeeping Package
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Our Preferred Business Tax Return
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Sales Tax Add-On
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Tax-ready year-end books
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1 Tax Planning Meeting per year
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Up to 3 Hours of Questions/Short Strategy Sessions (<30min) per year
Best for small business with steady, lower-volume transactions
Premier: $800/Mo
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Our Standard Bookkeeping Package
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Our Premier Business Tax Return
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Sales Tax Add-On
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Tax-ready year-end books
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2 Tax Planning Meeting per year
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Up to 5 Hours of Questions/Short Strategy Sessions (<30min) per year
Best for growing businesses that need regular insight and oversight
Custom
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Fully Customizable with any packages and built to your needs
Best for businesses ready to scale with proactive, strategic guidance
Why a Package Instead of Hourly?
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Budget-friendly & predictable
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Ongoing support year-round
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No Surprise bills or hidden fees
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Designed to grow with your business
With Lakeview, you get more than data entry - you get a partner who helps you understand your numbers and plan for the future
What Our Clients Say
Kent, WA
“I love the simplicity of their package deals. One monthly fee and I get tax prep, planning, and accounting support. It’s a huge value for the price.”
Concord, CA
“The convenience of having one firm handle all my taxes, bookkeeping, and accounting questions in a single package is unbeatable."
San Diego, CA
“The flat-rate pricing for their tax and accounting packages is transparent and fair. I know exactly what I’m getting and what I’m paying for.”