LAKEVIEW
Tax & Accounting Services
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.
Check Your Rate Instantly!
Click Below and answer a few questions about your tax situation and how fast you want your taxes done and get a quote instantly!
Why Choose Lakeview for Your Tax Prep?
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Accuracy you can trust - no missed forms, no guesswork
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Maximize deductions & credits - keep more of what you earn
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Multi-state & Federal expertise - For all 50 states
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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
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W-2 Employees
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Gig Workers & Freelancers
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Retirees & Fixed-income Households
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Homeowners & Landlords
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Investors with dividends, capital gains, or crypto
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Parents claiming dependents or childcare credits
Small Business & Self-Employed
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Sole Proprietors & LLC's
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Partnerships & S-Corporations
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Schedule C, E & F filers
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Multi-member LLC's
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Contractors, consultants, and creatives
Nonprofits (Tax-Exempt Organizations)
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Form 990 for 501(c)(3) and other exempt organizations
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Advising on unrelated business income (UBI) reporting
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Compliance checks to maintain tax-exempt status
Trusts, Estates and Gifts
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Fiduciary tax returns (Form 1041)
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Estate tax returns (Form 706) and income distribution reporting
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Gift Tax Returns (Form 709)
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Beneficiary K-1 Preparation
Complex Entities & Multi-State
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Corporation & Pass-Through entities
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Businesses operating in multiple states
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Foreign income reporting & FBAR
Our Tax Preparation Services Include:
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Federal, State and Local income tax returns
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Business entity returns (1120, 1120-S, 1065, etc)
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Nonprofit information returns (Form 990 Series)
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Trust & Estate Returns (Form 1041 & 706)
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Gift Tax Returns (Form 709)
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Schedule C (Self-employed), Schedule E (Rental), Schedule F (Farm)
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Schedule D (Capital Gains)
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FBAR (Foreign Bank Accounts)
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Foreign Income (Form 2555)
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Estimated Quarterly Tax Calculations & Payments
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Prior-year tax return review & amendments
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IRS Correspondence support (if needed)
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Tax planning recommendations for next year
How it Works
Step 1 - Check Your Price
Check your price through the link above or by clicking HERE
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
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.”