Expert Tax Planning for Businesses Owners
Curious how much you can save? Receive a free, personalized estimate of potential tax savings.
Tax & Accounting Services
Did you know there are hundreds of strategies that can reduce your taxes? We specialize in helping business owners identify and apply these strategies to drastically reduce their tax bill.
Turn transactions into insights with our bookkeeping & accounting services. We go the extra mile to simplify and automate your finances. The result? Additional savings and a clear view of your finances.
Our fractional CFO services help you forecast income and expenses, monitor KPIs, and get the financial expertise you need for your growing business.
Client Reviews
Going through the tax planning process with Chris and Ying was an eye-opener. I had no idea how much money I was leaving on the table until they walked me through it. They took the time to really understand my situation and built a long-term strategy that gives me confidence I’ll save on taxes each year.
Ying is proactive, knowledgeable, and focused on saving me money. She has been a game changer for my business. Highly recommend!
For years I felt like I was overpaying in taxes and only heard from my CPA once a year. Working with Ying and Chris has been a breath of fresh air. They’re responsive, friendly, and they have saved me a ton in taxes.
I finally feel like a have a real partner in my business, not just a tax preparer. Ying has gone the extra mile to help with my accounting and taxes. She has made the process of getting my books together and filing my taxes quick and totally stress-free.
I always thought paying high taxes was just part of the deal. Working with Lakemont completely changed my perspective. Their strategies not only helped me save a ton in taxes but helped me improve the cash flow of my business.
Chris and Ying helped me save tens of thousands on my taxes! My accountants in the past just filed my tax returns. I didn't even realize tax planning was a thing. I appreciate they took they time to educate me on each strategy and estimated how it would effect my taxes.
Why Lakemont
CEO & Founder
Tax Reduction Experts
Taxes touch every part of your life—not just your business. We perform a comprehensive review of your business and personal finances. This helps you identify hundreds of relevant factors that could reduce your taxes.
You can proactively manage your tax bracket by shifting income and expenses across different years, entities, and individuals. Don’t be passive; take control of your finances.
The more income you earn, the more hidden taxes lie waiting for you. Once you understand where the pitfalls are, you can develop a plan to avoid them.
The wrong business structure can cost you thousands in taxes. We outline multiple scenarios to determine the which structure is best for you.
Earning money through real estate rentals, investments, and more all have different tax implications. Balancing income streams allows you to maximize your tax benefits.
Maximizing deductions is more than expensing your car or home office. We help you identify deductions that others miss.
Congress has created hundreds of loopholes and tax credits to further policy decisions. Your accountant or software won't take full advantage of them without proactive research.
Go beyond tax loss harvesting and basic Roth conversions. Apply advanced tax strategies to defer income, mitigate capital gains, and maximize your after-tax income.
Getting married, sending kids to college, and inheriting money represent both opportunities and challenges. Absent proactive tax advice, you will pay more taxes than necessary.
Follow the right patterns to file on-time, keep good records, and estimate quarterly payments. We help you avoid IRS red flags and minimize your chance of an audit.
Free Consultation
We’ll review your tax situation and accounting needs. We’ll also identify and estimate any potential tax savings you are currently missing.
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