YOUR TRUSTED ACCOUNTING, BOOKKEEPING, AND TAX PREPARATION SERVICE

BUSINESS & TAX ADVISORY

Expert Guidance for Smarter Decisions

At Lakeview, we do more than prepare returns and reconcile books — we help you plan for the future.

Our Business & Tax Advisory services give you actionable insight, personalized strategies, and experienced guidance to help you grow, optimize, and protect your business and wealth.

From choosing the right entity to minimizing taxes and improving cash flow, we’re here to help you make informed decisions with confidence

Why Work With an Lakeview Advisor

✅ Local expertise combined with national-level knowledge

✅ Personalized advice — no cookie-cutter plans

✅ Proactive tax planning to reduce liabilities before year-end

✅ Guidance through every stage: startup, growth, succession, and beyond

✅ Practical solutions that align with your goals

We partner with individuals, business owners, and nonprofits to create clear, tax-efficient paths forward.

Who We Serve

New entrepreneurs and startups
Growing businesses expanding into new states or markets
Established businesses seeking tax efficiency and risk reduction
High-income individuals with complex tax situations
Families planning for wealth transfer or succession
Nonprofits seeking compliance and operational advice

Our Advisory Services Include:

Tax Planning

Strategies to minimize federal, state, and local tax burdens
Quarterly tax projection & estimated payment planning
Capital gains, charitable giving, and retirement contribution planning
Multi-state and international tax guidance

Business Strategy & Planning

Entity selection & restructuring (LLC, S-Corp, C-Corp
Cash flow analysis & improvement plans
Pricing strategy and breakeven analysis
Expansion and acquisition support

Succession & Exit Planning

Business valuation referrals and preparation
Transition planning for family-owned businesses
Tax-efficient strategies for selling or passing down your business

Nonprofit Advisory

Compliance with IRS requirements for tax-exempt status
UBI (Unrelated Business Income) risk assessments
Board reporting and governance consulting

How It Works

Step 1 - Schedule a Consultation

We'll learn about your situation, goals, and challenges

Step 2 - Get a Custom Plan

We create a tailored strategy that alighns with your objectives and reduces risk

Step 3 - Ongoing Support

We're here for follow-up meetings, questions, and adjustments as your needs evolve

What Our Clients Say

San Jose, CA

“Their tax planning advice helped me avoid a huge surprise at the end of the year.”

Coeur d'Alene, ID

“They took the time to understand my unique financial situation and offered customized tax planning that really paid off.”

Los Angeles, CA

“As a real estate investor, I need a team that understands tax strategy. They exceeded my expectations.”

LAKEVIEW

Tax & Accounting Services