LAKEVIEW
Tax & Accounting Services
YOUR TRUSTED ACCOUNTING, BOOKKEEPING, AND TAX PREPARATION SERVICE
CLIENT SUPPORT
Priority Service. Personalized Attention. Anytime You Need It.
At Lakeview, every client matters — but some situations require more immediate access and hands-on support.
Our Client Support Upgrade is designed for clients who want faster response times, senior-level attention, and flexible scheduling.
When you upgrade, you become a priority client — and we make sure you feel like one.
Why Upgrade Your Support?
✅ Faster replies — get up to same-business-day responses
✅ Priority scheduling — first choice of available times, even during tax season
✅ Direct access to senior advisors for complex needs
✅ Regular check-ins to keep your account on track
✅ Dedicated support line and inbox — no waiting in the general queue
With the Client Support Upgrade, you’ll always feel supported, informed, and ahead of the game.
Who It's For?
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Business owners who can’t afford to wait
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High-income individuals with complex tax situations
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Clients managing multi-state or multi-entity filings
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Anyone who values direct access to senior professionals
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Busy professionals who need flexible scheduling and priority treatment
What's Included
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Priority Response Times
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Up to Same-Business Day Responses - no more wondering when you'll hear back​
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Priority Scheduling
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First pick of appointment slots, even during our busiest times​
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Senior Advisor Access
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Speak directly with a senior-level CPA or EA for advanced issues and strategy​
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Quarterly Account Reviews
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Regular 15-minute check-ins to keep you on track and uncover opportunities. ​
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Dedicated Contact Channels
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Skip the main queue - we'll give you a direct line and email for faster service​
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How It Works
Step 1 - Add the Upgrade
Enroll anytime - at the start of tax season, with your subscription, or mid-year
Step 2 - Enjoy Priority Service
Your account is flagged for upgraded support, and you start receiving priority-level attention
Step 3 - Stay Confident All Year
Whether it's a quick question or a last-minute change, we're here when you need us - no delays
Affordable Pricing
Free and Included with every client at Lakeview
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3 - 5 business day turn around time on emails and call backs
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Access to General Phone Line and Email
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Access to General Support Team
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All Questions are billed at Hourly Rate unless specified in a separate package or membership
Standard: $20/Mo
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2 - 3 business day turn around time on emails and call backs
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Upgraded Phone and Email Support
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Access to dedicated Accounting/Tax Manager
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3 Hours of questions/research a month
Premier: $50/Mo
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1 - 2 business day turn around time on emails and call backs
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Premium Phone and Email Support - dedicated line
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Access to dedicated Senior Accounting/Tax Manager
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Unlimited Questions
What Our Clients Say
Olympia, WA
“The upgraded support means I don’t get passed around. I speak with the same knowledgeable person every time, and it’s made things so much smoother.”
Tigard, OR
“I love that I can schedule quick check-in calls when needed. The team feels accessible and invested in my success.”
Nampa, ID
“The peace of mind is worth every dollar. Knowing I have priority access makes me feel like a valued client, not just another file.”