1. Jonathan Wyman, CPA, LLC
- 237 hires
- Serves Austin, TX
- Background checked
Bridget W. says, “Quick to respond to our questions. Attentive and prompt in filing taxes. Very easy to work with and will definitely be using again!”
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Bridget W. says, “Quick to respond to our questions. Attentive and prompt in filing taxes. Very easy to work with and will definitely be using again!”
Anne B. says, “Mr. Portley is very professional but also very easy to talk too. He is obviously very intelligent and quickly came up with a great plan. ”
At Lakeline Tax, led by Lakshmi Ramkumar, we specialize in high-level tax planning, tax resolution, and tax advisory services, particularly for high-income earners and business owners with complex financial portfolios. With over 20 years of expertise, Lakshmi has developed an exceptional skill set through her work with leading companies like Intuit, H&R Block, Blazier Christensen Browder & Virr, P.C., (Law Firm) and Carr, Riggs & Ingram(Accounting Firm). Trusted by Business Owners & Entrepreneurs Running a business is challenging enough—handling taxes shouldn’t be another burden. At Lakeline Tax, we provide expert business tax preparation services designed to reduce your tax liability, ensure compliance, and keep more of your hard-earned profits in your business. Without expert guidance, you could be paying more in taxes than necessary, risking IRS scrutiny, or missing out on key tax-saving opportunities. Imagine a Business Where Your Taxes Work for You, Not Against You ✅ You pay the least amount legally required—leveraging every deduction and credit available. ✅ Your business structure is optimized to minimize taxes and maximize profits. ✅ You never miss a tax deadline, avoiding IRS penalties and interest charges. ✅ Tax season is stress-free, with all filings handled accurately and on time. ✅ You focus on running your business, knowing your finances are in expert hands. At Lakeline Tax, we help business owners turn this vision into reality. Our Business Tax Preparation Services: Accuracy, Savings & Compliance At Lakeline Tax, we go beyond simple tax filing—we create customized tax strategies that maximize deductions, optimize your entity structure, and protect your business from IRS penalties. Our Business Tax Services Include: 📊 Corporate, LLC & Partnership Tax Filing – Accurate and IRS-compliant tax preparation for all business structures. 💰 Maximizing Business Deductions – We help you claim every deduction available, from home offices to vehicle expenses and beyond. 📑 Multi-State & International Tax Compliance – We ensure tax obligations are met across states and global operations. ⚖️ Audit-Ready Tax Filings – Every tax return is prepared with meticulous accuracy to reduce audit risks. 💼 Self-Employed & 1099 Tax Returns – Specialized tax preparation for freelancers, consultants, and gig workers. 📆 Quarterly Tax Planning & Estimated Payments – Avoid tax surprises with structured planning and estimated payments. 🛠️ Entity Structuring & Tax Optimization – We analyze and recommend the best business entity (LLC, S-Corp, C-Corp, Partnership) for tax savings. Why Choose Lakeline Tax for Your Business Tax Preparation? ✔ Proactive Tax Planning & Year-Round Support – We don’t just file taxes, we create strategies that reduce your liability all year long. ✔ IRS Compliance & Audit Protection – Our detailed filings ensure full compliance and minimize audit risk. ✔ Industry-Specific Deductions & Credits – We specialize in tech, e-commerce, real estate, healthcare, professional services, and more. ✔ Maximized Business Savings – Our clients routinely save $10,000+ per year through expert tax planning. ✔ 5-Star Client Satisfaction – See why our clients trust Lakeline Tax! Lakshmi and her team of Enrolled Agents have grown from their home base in Austin, Tx to serve individual and business clients throughout the United States have been helping the business community, families and individuals with a wide variety of tax services since 2020. We have built a solid reputation for providing the highest level of service and outcomes. The level of experience and skill that we have to offer our clients is our greatest strength. Our Core Services Our mission is to provide innovative, results-driven tax solutions that enhance profitability, anticipate client needs, and uphold the highest standards of customer service. We specialize in: Comprehensive Tax Preparation: Serving high-income individuals, business owners, and professionals with complex tax requirements, including stock options, real estate holdings, and cryptocurrency. Strategic Tax Planning: Expertly designed to uncover hidden deductions and maximize tax efficiency, particularly for clients with complex investment portfolios and unique assets. IRS Audit Representation & Tax Resolution: Resolving IRS disputes and minimizing liabilities with confidence and authority, restoring financial security to our clients. Professional Bookkeeping Services: As certified QuickBooks ProAdvisors, we provide precise and reliable bookkeeping, allowing businesses to streamline operations and focus on growth. Maximize Your Wealth with Lakeline Tax For high-income individuals with complex financial structures including real estate, rental properties, investments, stock options and crypto investments, Lakshmi Ramkumar and her team at Lakeline Tax are here to uncover every opportunity for tax savings. If you’re a high-net-worth individual or a tech professional managing investments from leading companies, reach out to learn how much you could be saving. Contact us today to schedule a consultation and discover the trusted tax solutions you deserve. With Lakeline Tax, you’re not just securing tax expertise—you’re securing peace of mind. Individual Tax Preparation Business Tax Preparation Partnership & Corporate Tax Tax Planning & Strategy Tax Resolution All State Returns Book Keeping Service
Veronica T. says, “She was very quick to respond and her pricing was reasonable however because of the COVID-19 the document that I needed to file all the fees have changed so I ended up doing it myself so I wouldn’t get an extra charge”
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“Quick to respond to our questions. Attentive and prompt in filing taxes. Very easy to work with and will definitely be using again!”
“Mr. Portley is very professional but also very easy to talk too. He is obviously very intelligent and quickly came up with a great plan. ”
“She was very quick to respond and her pricing was reasonable however because of the COVID-19 the document that I needed to file all the fees have changed so I ended up doing it myself so I wouldn’t get an extra charge”
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