Expert Tax Planning Services for Financial Advisors | Lakeline Tax

Enlist our Enrolled Agents who enable you to deliver customized tax plans that differentiate your financial services practice and elevate the value you provide to your clients.

Deliver customized tax plans that elevate your services.

Key Benefits of Tax Planning Services:

Cost savings

Increase value by demonstrating a tangible cost savings benefit to your clients.

Actionable roadmaps:

Lakeline Tax experts help deliver a one- to three-year actionable roadmap for future investments and strategies.

Technical questions answered

We answer the most technical of tax planning questions so you can attend to your clients tax planning requirements.

Why Choose Lakeline Tax?

At Lakeline Tax, we have over 20 years of experience serving high-net-worth business owners, professionals, and individuals. Our clients consistently give us 5-star reviews on Google because of our commitment to accuracy, transparency, and results. Here’s what sets us apart:

  1. Expertise in High-Net-Worth Tax Planning
    Our firm specializes in working with high-net-worth individuals and business owners, providing customized tax strategies that address their unique financial challenges and opportunities.

  2. Proven Track Record of Success
    Our clients regularly highlight our ability to minimize their tax liabilities, ensure legal compliance, and provide personalized service that’s unmatched by generic software or less experienced providers.

  3. Comprehensive Services
    We offer a full range of tax services, including tax preparation, planning, and audit support, ensuring that we’re equipped to handle all of your tax-related needs.

  4. Client-Centric Approach
    At Lakeline Tax, our clients are at the heart of everything we do. We take the time to understand your financial goals and create strategies that help you achieve them. This dedication to personalized service is reflected in our many positive client testimonials.

  5. Transparent and Upfront Pricing

    We believe that clear, transparent pricing builds trust and ensures our clients know exactly what to expect. During the initial consultation, we provide a detailed estimate based on the scope of your tax situation. While we strive to cover all known services upfront, additional charges may apply if new complexities arise, such as unexpected changes in income, new investment disclosures, or previously unmentioned forms. These adjustments are always communicated promptly, ensuring there are no surprises.

    For example, if your situation requires additional filings—such as foreign income forms, multi-state returns, or amended returns beyond the original scope—our team will provide an updated estimate before proceeding. Our commitment to transparency allows you to feel confident that you’re receiving expert service, with every form, detail, and follow-up accounted for.

Unlock the Benefits of our Professional Tax Planning Services:
Click here to read our blog on the major benefits of tax preparation services that can bolster your small business.

Click here to check the Credentials and Qualifications for Tax preparation experts.

How Our Proactive Tax Planning Process Works

At Lakeline Tax, we help you better understand what your client’s tax situation may look like in the future and how the decisions you make today can affect your future wealth. As an expert CERTIFIED FINANCIAL PLANNER (CFP), who has intimate knowledge of your Client’s financial goals and wealth management issues, partnering with Lakeline Tax professionals we can provide a complete picture of how taxes impact your financial plan to the client.

This complete picture is ongoing throughout the year:

  • At the start of the year, our Lakeline tax specialists will take your client’s prior year’s return and calculate what you can expect to pay for the current tax year.
  • Through discussions with you, we can help anticipate how the choices your client make today can affect their taxes and wealth. Understanding your client’s holistic finances allows us to better assess potential tax benefits and tax deductions.
  • Adjustments are made throughout the year. Because we are intimately familiar with your client’s wealth goals, we help develop tax saving strategies that may affect your client’s future wealth accumulation, assisting you as you continue to grow your client’s wealth.
  • We understand there may be qualifying life changing events that can affect your client’s taxes, such as getting married, purchasing a home, or selling real estate. We adapt quickly to any changes in your client’s life and adjust tax projections as needed.
  • We will prepare and file your client’s tax returns.

Integrate Our Tax Planning Services into Your Wealth Management Plan

Taxes should be an integral part of your client’s financial planning discussion. It’s not what your client earns but what they keep by minimizing their taxes that matters. Minimizing taxes is essential to protecting your client’s lifestyle, longevity, and legacy. We set you on a well laid out path to help you to keep more of your client’s wealth.

Let us help you make sure that your client’s portfolio maximizes their tax savings for them and their family.

We will provide:

• Comprehensive reviews of your client’s tax return to highlight opportunities for maximizing tax reduction strategies
• Regular reviews of your client’s tax situation and planning to incorporate any new tax law changes
• Recommendations of tax planning strategies including tax advantaged investments
• Up-to-date knowledge of new tax laws that can affect your clients situation

Please note that Lakeline tax does not offer financial advisory services. Please consult a CFP (certified financial advisor); if you do not have one, we can refer you to our CFP Partner network.

Frequently Asked Questions (FAQs)

Financial advisors are often restricted from providing tax advice unless they are designated tax professionals like CPAs or EAs. They can offer general tax guidance and planning but should avoid making specific recommendations that constitute tax advice.

Tax planning involves projecting outcomes and analyzing tax strategies without making specific recommendations. Tax advice, on the other hand, includes suggesting a particular course of action, which can only be done by certified tax professionals.

Lakeline Tax provides comprehensive tax planning support, including projections, strategy development, and client-facing reports. We collaborate with advisors to offer integrated solutions while maintaining compliance.

Collaborating with Lakeline Tax allows advisors to enhance their service offerings, provide more value to clients, and minimize compliance risks. Our expertise ensures that all strategies are legally sound and effective.

Our team stays up-to-date with the latest tax laws and regulations. We provide training, resources, and support to help advisors communicate tax strategies without overstepping compliance boundaries.

Lakeline Tax provides tax preparation services for everyone including Self-Employed Tax ReturnsIndividual Tax Preparation, Partnership & Corporate Taxes, Bookkeeping, Tax Planning, and Tax Resolution, serving Austin, Cedar Park, Leander, Liberty Hill, and surrounding cities, along with all 50 states in the USA, Canada and India. We utilize QuickBooks and are certified QuickBooks ProAdvisors. Get more done with us.