Founders Club | Lakeview Tax & Accounting
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YOUR TRUSTED ACCOUNTING, BOOKKEEPING, AND TAX PREPARATION SERVICE

FOUNDER'S CLUB

An Exclusive Experience for Lakeview's Most Valued Clients

Some clients don’t just want accounting and tax compliance services — they want a partner in their financial journey. The Founder’s Club is Lakeview’s most exclusive offering, created for those who expect direct access, quick response times, and strategic guidance every step of the way.

 

Reserved for a select few, this program delivers highly personalized service, proactive tax and financial planning, and a dedicated relationship with our owner . It’s more than a membership — it’s a commitment to clarity, control, and confidence in your financial life.

 

See everything included in the Founder’s Club and why it’s the smartest investment in your peace of mind.

Why Join the Founder's Club?

✅ Dedicated access to the owner, available year-round

✅ Proactive tax planning & strategy sessions throughout the year - Minimum 4 times with an option up to 12

✅ Priority scheduling during busy seasons

✅ Complimentary audit & tax insurance coverage

✅ Access to Office Hours to ask any quick questions

✅ Invitations to exclusive events & webinars

✅ Early access to new services & tools

✅ VIP client portal with enhanced reporting & resources

✅ Discounts on other services

✅ and more.....

 

We designed the Founder’s Club for clients who value a high-touch experience and want to take a truly strategic approach to their financial and tax planning.

Who It's For?

  • Business owners & executives managing complex entities

  • High-income individuals with multi-state or multi-stream income

  • Families with trusts, estates, and wealth transfer planning needs

  • Entrepreneurs and startups preparing to scale

  • Investors with real estate, stock portfolios, and alternative assets

  • Long-time Lakeview clients who want a closer relationship with their advisor

What's Included?

  • Strategic Advisory Sessions

    • Mandatory Quarterly planning meetings plus on-demand calls to adjust strategy as needed​

  • Proactive Tax Savings Strategies

    • We review your situation all year to find ways to minimize tax burdens and keep more of your wealth. ​

  • Tax Returns Reviewed by the Owner

    • No getting pushed around from one advisor to the next, the owner will be the only one to review and talk with you about your tax return and you can ask any questions as well as receive a personalized video review of your return that you can view anytime and multiple times​

  • Full Audit Protection Coverage

    • Included in your membership at no additional cost - so you're fully protected​ for the current year

  • Priority Service & Scheduling

    • Get priority booking for any in person meetings, a 24 -36 hour turn around time on your emails and call backs, and the ability to join Founder Office Hours to get your questions answered without having to schedule a meeting or wait for a call back

  • Direct Access to the Owner

    • Available to take phone calls from 8am - 5pm, only available to Founder's Club members​

  • VIP Client Portal

    • Enhanced portal access with customized reporting and dashboards​

  • Exclusive Learning & Networking

    • Access to private webinars, early releases of new tools, and special client-only events. ​

How It Works

Only available to 25 Clients

The Founder's Club is an exclusive membership where we are actively tax planning for our members, making sure we understand situations, are up to date on tax laws and cases to make the most of your tax and financial positions. This is why we can only offer it to a select few clients

Step 1 - Request Access

Reach out to our support team at foundersclub@lakeviewaccountants.com to request access to the Founder's Club and see if there is space available. 

Step 2 - Fill out your Profile & Sign Engagement

Fill out our profile document provided when you are accepted to the club. This document gives us information about yourself, your business, financial goals, and more so that we can tailor everything to you. You will also be asked to upload your last 2 years of tax returns

Step 3 - Have your Onboarding Meeting and Initial Tax Plan

Schedule your Onboarding meeting with the Owner to talk about your initial tax plan. 

Founder's Club Pricing

$500/Mo* or $5,000/YR

*There is a 4 month minimum commitment

What Our Current Members Say

Seattle, WA

“Having Daniel personally review my tax return and give strategic insight made a massive difference. This is next-level service.”

Anaheim, CA

“Founder’s Club is the VIP experience. I have direct access to the firm’s top advisor and get real strategy, not just form filing.”

San Francisco, CA

“The quarterly strategic sessions alone are worth the price. I leave every call with a plan and real next steps.”

©2025 Lakeview Tax & Accounting by DMP

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