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YOUR TRUSTED ACCOUNTING, BOOKKEEPING, AND TAX PREPARATION SERVICE

TAX PREPARATION & FILING

Stress-Free Tax Filing - Done Right, Every Time

Whether you're and individual, a small business owner, non-profit or managing a trust or estate, Lakeview Tax & Accounting makes tax season simple. Our expert CPA's and Enrolled Agents combine local knowledge with national expertise to prepare and file your taxes accurately, efficiently, and on time - while minimizing your liability wherever possible. 

Why Choose Lakeview for Your Tax Prep? 

  • Accuracy you can trust - no missed forms, no guesswork

  • Maximize deductions & credits - keep more of what you earn

  • Multi-state & Federal expertise - For all 50 states

  • Transparent, up-front pricing - no suprises

 

We've helped thousands of clients file their returns correctly and confidently - and we can help you too!

Who We Serve

Individuals and Families

  • W-2 Employees

  • Gig Workers & Freelancers

  • Retirees & Fixed-income Households

  • Homeowners & Landlords

  • Investors with dividends, capital gains, or crypto

  • Parents claiming dependents or childcare credits

Small Business & Self-Employed

  • Sole Proprietors & LLC's

  • Partnerships & S-Corporations

  • Schedule C, E & F filers

  • Multi-member LLC's

  • Contractors, consultants, and creatives

Nonprofits (Tax-Exempt Organizations)

  • Form 990 for 501(c)(3) and other exempt organizations

  • Advising on unrelated business income (UBI) reporting

  • Compliance checks to maintain tax-exempt status

Trusts, Estates and Gifts

  • Fiduciary tax returns (Form 1041)

  • Estate tax returns (Form 706) and income distribution reporting

  • Gift Tax Returns (Form 709)

  • Beneficiary K-1 Preparation

Complex Entities & Multi-State

  • Corporation & Pass-Through entities

  • Businesses operating in multiple states

  • Foreign income reporting & FBAR

Our Tax Preparation Services Include:

  • Federal, State and Local income tax returns

  • Business entity returns (1120, 1120-S, 1065, etc)

  • Nonprofit information returns (Form 990 Series)

  • Trust & Estate Returns (Form 1041 & 706)

  • Gift Tax Returns (Form 709)

  • Schedule C (Self-employed), Schedule E (Rental), Schedule F (Farm)

  • Schedule D (Capital Gains)

  • FBAR (Foreign Bank Accounts)

  • Foreign Income (Form 2555)

  • Estimated Quarterly Tax Calculations & Payments

  • Prior-year tax return review & amendments

  • IRS Correspondence support (if needed)

  • Tax planning recommendations for next year

How it Works

Step 1 - Schedule Your Appointment

Book online or call your local office to get started. We'll tell you exactly what documents you need to provide. 

Step 2 - Submit Your Documents

Upload securely through our portal, drop them off at a local office, or meet with your preparer in person or virtually

Step 3 - We Prepare Your Return

Our team will carefully review your documents, prepare your return, and reach our with any clarifying questions.

Step 4 - Review & Sign

We'll review the final return with you, explain everything, and submit it electronically to the IRS & your state(s).

Step 5 - Support After Filing

We're here year-round to help with questions, adjustments, and planning for the next year.

What Sets Lakeview Apart?

🧠 Expert guidance with every return — no cookie-cutter solutions

📍 Local experts in your area — familiar with your state’s rules

💻 Secure, modern technology — portal & e-sign for your convenience

🤝 Transparent, flat-rate pricing — no hidden fees

⚖️ Specialized knowledge — nonprofits, trusts, and estates included

Pricing

Individual, Trust & Estate Returns

Essential - $250

  • Filing Status: Single or Married Filing Jointly

  • W2’s (Up to 2 Documents)

Essential Dependent Return - $250

  • Interest or Dividends only (Up to 2 Documents)

  • W2 (up to 2 Documents)

Preferred Return - $35/Mo or $400/YR

Filing Status:

  • Single or Married Filing Jointly Only

Can include:

  • 1099-INT (Interest) (up to 3 documents)

  • 1099-DIV (Dividend) (Up to 3 documents)

  • 1099-R (Retirement/Pension/IRA/401K) (Up to 3 documents)

  • 1099-SS (Social Security)

  • Up to 60 minutes of questions on current year and previous year tax returns (Amendments not included)

Premier Return - $60/Mo or $700/YR

Qualifications:

  • Single, Married Filing Jointly, & Head of Household

  • No Cryptocurrency

  • No Options Trading (Puts, Calls, Straddles, Spreads)

Can include:

  • W2 (Up to 3)

  • 1099-INT (Interest) (Up to 3 Documents)

  • 1099-DIV (Dividend) (Up to 3 Documents)

  • 1099-R (Retirement/Pension/IRA/401K) (Up to 3 Documents)

  • 1099-SS (Social Security)

  • 1099-CONS (Consolidated Brokerage Statement) (Up to 3 Documents)

  • 1099-B (Stock Sales) (Up to 3 accounts, 6 entries (Long term/Short Term)

  • 1099-SA (HSA Accounts) (Up to 3)

  • Itemized Deductions (Up to 3 of any one item ie. Charitable giving can only be to 3 places, no more than 3 mortgage or tax statements, no medical expenses)

  • Up to 90 minutes of questions on current year and previous year tax returns (Amendments not included)

Elite Return - $80/Mo or $900/YR

Qualifications:

  • All Filing Statuses

  • No extra schedules (C, E, F, Form 114, 1031 Exchanges)

  • No Back Door Roth's

Can include:

  • W2

  • 1099-INT (Interest)

  • 1099-DIV (Dividend)

  • 1099-R (Retirement/Pension/IRA/401K)

  • 1099-SS (Social Security)

  • 1099-CONS (Consolidated Brokerage Statement)

  • 1099-B (Stock Sales, including crypto*(if worksheets with ST/ LT totals are supplied) and options)

  • 1099-SA (HSA)

  • 1095-A (Marketplace Health Insurance)

  • Itemized Deductions

  • K-1 (Partnership, S-Corp, Trust, Estate) – (Up to 3 Documents) – Must already be completed

  • Up to 120 minutes of questions on current year and previous year tax returns (Amendments not included)

Custom Return – Based on Complexity $1,200 +

Qualifications:

  • Anything that doesn't qualify for a previous package

Can include:

  • Schedule C

  • Schedule E

  • Schedule F

  • Form 114

  • 1031 Exchange

  • Unlimited Questions on current year and previous year tax returns (Amendments not included

Business & Non Profit Returns

All non custom returns cannot include R&D, PEO's, Foreign Partners, and Stock/Shareholder Changes

Preferred - $85/Mo or $1,000/Yr

  • $0 - $250,000 in income AND

  • $0 - $250,000 in Assets

  • P&L and Balance Sheet to be presented

  • No Bookkeeping work or clean up

  • Pre Depreciation is fine - adjustments to be provided upon completion

  • <= 5 New Assets

Premier - $130/Mo or $1,500

  • $250,001 - $1,000,000 in Income OR

  • $250,001 - $1,000,000 in Assets

  • P&L and Balance Sheet to be presented

  • No Bookkeeping work or clean up

  • Pre Depreciation is fine - adjustments to be provided upon completion

  • <= 7 New Assets

Elite - $170/Mo or $2,000

  • $1,000,000 + in Income OR

  • $1,000,000 + in Assets

  • P&L and Balance Sheet to be presented

  • No Bookkeeping work or clean up

  • Pre Depreciation is fine - adjustments to be provided upon completion

  • <= 10 New Assets

Custom - $2,500 +

  • Bookkeeping Work Needed

  • 10+ New Assets

  • R&D, PEO, Foreign Partners, Stock or Shareholder Changes

Client Testimonals

Los Angeles, CA

“Can’t believe I used to do my own taxes. Lakeview is worth it for the time and money they save me.”

San Diego, CA

“Lakeview is a lifesaver. I came in with a tax mess from past years and they cleaned it all up with professionalism and speed.”

Boise, ID

“Efficient, professional, and they communicate every step of the way. I trust them completely with my taxes.”

Lakeview Tax and Accounting helps small to mid-sized business owners and individuals with complex tax situations across Seattle, WA and the surrounding Puget Sound area. Our services include monthly bookkeeping, payroll, tax planning and preparation, IRS filing support, and new business setup. View our Google Business Profile: https://share.google/hMCp3RantvGSv8dud 

©2025 Lakeview Tax & Accounting by DMP

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