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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.”

©2025 Lakeview Tax & Accounting by DMP

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