For many of us, income taxes are the biggest single expense that we have in our lives, yet we don’t make an intentional effort to legally cut our tax bill. While we might try to get good deals on tangible items, such as clothing, we don’t think about how to legally discount our tax bill. Our business is different in that we concentrate and work with small business owners to provide tax planning services. Our firm specializes in helping your business maximize profits and pay the least amount of taxes legally possible. We also pay close attention to asset protection and we can help with incorporations and entity restructuring services.

Additionally, through working with Lakeline Tax, you are granted peace of mind knowing that a professional enrolled agent is handling your taxes. Making mistakes can be very costly in terms of missed deductions or triggering an IRS letter or audit. An IRS-certified enrolled agent can help eliminate errors and ensure your returns are prepared correctly. You benefit from money-saving tax planning.

What are the benefits of working with a tax professional?

Tax consultants keep up with tax laws at the local, state, and federal levels, something that you may find hard to do.

If you own a business, filing your taxes can be daunting, especially when you factor in things like sales taxes, which have to be returned several times annually. Trying to file your own taxes may save you money short-term, but will harm you long-term, especially as your business grows.

With a professional tax advisor, you’ll have a better understanding of your tax deductions and you will be given advice about making strategic investments that will help you avoid tax liabilities. An expert tax consultant will not only advise you on how to effectively save on taxes, but also improve your financial portfolio.

You’d be surprised at the number of people fined for making tax mistakes or penalized for not filing on time. With a tax consultant, you don’t have to go digging up all your files and double-check that everything is correct because they’ll do all that for you on time. This means you can place your focus on your business.

Generally, a small business is not required to have a IRS certified Enrolled Agent, or CPA both are tax accounting experts. A CPA would be needed if the small business must have its financial statements audited or reviewed to obtain a bank loan, apply for a grant, bid on a job, or some other bookkeeping accounting jobs. For preparing your business tax return its better to work with an Enrolled Agent who is a Tax expert to make sure all the eligible deductions and credits are properly captured to minimize your taxes.

Charges for preparing quarterly and year-end business taxes vary depending on the complexity, size of the firm, and the kind of business. Fees for preparing monthly, quarterly, and annual payroll tax forms are usually included as part of a payroll service. Income taxes for a sole proprietorship with no employees are filed as part of the owner’s personal income taxes.

Roughly estimated, hourly rates run from $100-$400 for small and medium businesses. Generally, a fairly simple income tax return for a partnership, corporation, or sole proprietorship with few or no employees starts around $600-$1000 and can go up to $1,500-$4,500 or more depending on the complexity.

Real estate tax laws can be complicated and our tax advisors can help you understand the tax laws related to your properties. It’s important to stay on top of your taxes. Proper preparation can make things much easier when it comes time to file your taxes. We can help to simplify the depreciation estimation process for your real estate business to maximize legally allowed depreciation.   

We specialize in serving high-net-worth individuals, small-to-medium business owners, real estate investors, and entrepreneurs in the Austin metro area, including Cedar Park, Leander, and Round Rock. We work with real estate developers, investors, and small business owners of virtually all types. This includes single-family, multifamily, and commercial investors of all sizes. We’ve worked with clients with just a handful of properties to clients with dozens of properties.

Small businesses, in general, are nearly ten times more likely to be audited than individuals who don’t own businesses. The more money you make, the greater your chances of being selected for an audit. The real question is when you are audited, will you survive it? Is your tax preparer capable of representing you if you are audited? Lakeline Tax will be here for you, and we are qualified to represent you in front of the IRS.

Unrivaled Expertise: Our IRS Certified Enrolled Agents possess a deep understanding of tax laws and regulations. We are not just tax preparers; we are strategic partners in minimizing tax liabilities.

Authority in Tax Planning: Lakeline Tax is a recognized authority in tax planning. We go beyond compliance and help businesses make informed financial decisions that yield long-term benefits.

Trusted by Businesses: Our customer testimonials speak volumes about the trust businesses place in us. We maintain transparency and integrity in everything that we do.

Clients with complex income, prior‑year issues, or IRS notices often describe arriving “frustrated” or overwhelmed and leaving feeling organized and relieved. We start by listening, then break your situation into manageable pieces—what must be done now, what can wait, and what we will monitor going forward.

According to several Business owners in Texas working with experienced tax advisory firms like Lakeline Tax, for clients with complicated situations their stress level decreases automatically when you have a clear plan, realistic timelines, and a team that handles the technical details. Our structured process and calm, methodical approach are designed to give you that experience.

Our tax professionals with over 20 years of experience work closely with each client to understand their unique financial situation and goals, developing tailored strategies that align with their objectives.

Yes. We provide secure virtual Zoom consultations for busy business owners across Austin, Cedar Park, and even out of state. You’ll meet face-to-face with your dedicated strategist, upload and review your documents via our secure portal, and receive ongoing advisory. 

Reviews and service descriptions point to a secure mobile app and online portal where you can upload documents, review drafts, and track your progress from anywhere. This digital workflow lets you handle most tasks on your own schedule, without printing or mailing.

For many clients, that combination of human guidance and modern tools feels similar to other high‑quality online services they already trust: clear steps, transparent status, and easy access to support when needed. It is designed to deliver a smooth, predictable experience from start to finish.

Many 5‑star reviews mention responsiveness and feeling “taken care of” throughout the process, not just at the start. We monitor the portal and messages closely during tax season and remain available for follow‑up questions after your return is filed.

For business owners and individuals whose situations change during the year, timely guidance can prevent small issues from becoming urgent problems. Our goal is to respond quickly with clear, practical next steps so you can move forward with confidence.

Client Review Highlight:

“Virtual meetings made everything easy. Felt like a local firm, even though I’m based in California !” — ★★★★★

We at Lakeline Tax support clients year‑round, not just at filing time, with clients noting that the team is available outside of tax season to answer questions and provide ongoing advice. That means you can reach out before making major decisions about equity compensation, large purchases, estimated taxes, or business changes.

This proactive model often leads to better outcomes because you are not forced to react after the fact. Instead, we help you think through the tax side of your decisions while there is still time to adjust.

You can schedule a consultation through our website or call us at (512) 335-8037 to discuss your tax preparation needs.

Absolutely. We proudly serve clients across all 50 U.S. states. Our secure, cloud-based virtual client portal ensures your tax records are safely stored, encrypted, and accessible 24/7 through desktop or our mobile app — only by authorized users of your account. All communication, document sharing, and file transfers are protected with bank-level security standards to maintain confidentiality between you and our tax professionals.
We also offer Zoom consultations to walk you through your tax return, planning strategies, or IRS notices — no matter where you live. At Lakeline Tax, distance never limits expert support.

Absolutely. We offer 360-degree tax planning that combines your business income, real estate investments, and personal returns into one cohesive strategy. Whether you own short-term rentals, multifamily units, or land in Austin or Round Rock, our integrated approach maximizes deductions and reduces audit risk.
Client Review Highlight:

“They managed both our business and real estate portfolios and saved us over $30K in overlooked depreciation and repairs.” — ★★★★★

Our Cedar Park-based tax professionals are deeply familiar with the Texas Franchise Tax system and Public Information Reports. We’ve helped several LLCs and S-Corps in Texas to avoid late penalties and optimize their taxable margins.
Client Review Highlight:

“Unlike my last firm, Lakeline caught missing franchise reports from two years back and filed everything without penalties.” — ★★★★★

Clients repeatedly note that our team is “outstanding,” “very friendly,” and “extremely thorough,” and that the guidance they receive goes beyond what they expected for the fee they paid. The value comes from more than filing a return—it comes from explaining your situation, identifying opportunities you may have missed on your own, and helping you avoid costly mistakes.

According to experienced tax advisory firms like Lakeline Tax, a strong value proposition in tax services means pairing technical expertise with responsive support and practical recommendations you can actually use. Many clients find that the peace of mind, time saved, and potential tax savings more than justify the investment.

Unlike impersonal chains, At Lakeline Tax we deliver expert business tax preparation for Business owners, Entrepreneurs and real estate investors—providing proactive planning, detailed strategy, and a personal approach to minimize your tax liability while protecting compliance. We go beyond standard tax compliance. By customizing our strategies to align with your circumstances, we provide recommendations that maximize your tax benefits and support your long-term financial objectives.

Client Review Highlight:

“They actually remembered everything from last year and built a plan for this year. Try getting that from a big box firm!” — ★★★★★

By selecting the appropriate business structure, leveraging available deductions, and engaging in year-round planning, business owners can reduce tax liabilities and enhance profitability. Lakeline Tax planning experts possess the expertise in tax planning and managing complex tax matters.