FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Lakeline Tax offers competitive rates, so you can get your taxes done without overspending. We offer a transparent fee structure – there are no hidden fees or surprises. You’ll know exactly what you’ll owe before we start preparing your taxes.
- What is your typical process for working with a new customer?
Taxes often create fear and confusion – not to mention unwelcome financial surprises — but they don’t have to. When you partner with our tax experts, you receive key information and insights that help you avoid surprises, capitalize on saving opportunities and leverage the tax code to achieve professional and personal long-term financial goals. Our simple 5 Step process to start working with us: 1. Signup for a new account thru our Secure portal 2. Upload your documents 3. Sign the Engagement letter 4. Schedule your appointment 5. Review and Finalize your tax returns before filling
- What education and/or training do you have that relates to your work?
Lakshmi has extensive 20 years of Tax experience working with Intuit, H&R Block, Blazier Christensen Browder & Virr, P.C. – Tax Attorney’s, Carr, Riggs & Ingram – CPA’s, skilled in Business Tax, Self Employed and Individual Tax Preparation, Partnership and Corporate Taxes, Out-of-state returns, QuickBooks Pro-Advisor for Book-keeping, Tax Planning and Tax resolution. 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 and India saving over thousands of dollars. We are Certifed QuickBooks ProAdvisors and offer book keeping services for your company.