Access to Priority Meetings during tax season (Feb 1 – Mar 31)

• M – F 7am to 9am

• M – F 4pm to 7pm

• Sat 9am to 12pm

Access to Priority Meetings after tax season (May 1 – Jan 31)

• M – F 8am – 9am

• M – F 4pm – 6pm

Guaranteed 10 day * turn around to either complete your return or confirm additional information needed*. If neither is completed in 10 days then a refund of $50 is applied

• *An additional 5 days is added once any new information is given

Upgrade to Standard Customer Service Access

10% off all services (Tax, Tax Planning, Bookkeeping, Consulting, Add-Ons)

• Excludes Tax Club & Founder's Club

Lock in your Tax Return Rate – As long as you’re a member of the Tax Club, your tax return price will never change**

• **If you cancel your membership you are subject to current rates even if you rejoin, there is a 15 day window to rejoin and keep your old rate.

Ability to split your full tax return rate into 4 or 12 payments***

• ***If you join after October 1 you cannot split the current year’s fee, your split fee would apply starting May 1 of the next year

  • 4 Payments are May, August, November, February

  • 12 Payments are May – April

Error Free Guarantee – We review your return with a two review verification as well as reviewing with you the taxpayer to make sure that you understand the tax and we have confirmed that all income and expenses have been recorded (In person, Virtually, or over the phone). In addition, we review and take care of letters received about the tax year up to 3 letters for free. Any additional tax and interest will be the responsibility of the taxpayer and Lakeview will only be responsible for penalties if it is found to be an error on the companies data entry. (Excluding Failure to File and Failure to Pay Penalties)