Trusted Tax & Wealth Advisory for Lakewood Ranch Families
Lakewood Ranch Tax Advisors is the Lakewood Ranch division of Razzano Consulting, LLC, a tax and financial advisory firm founded in 2005 in New Castle, Pennsylvania. After serving clients across Pennsylvania for nearly two decades, the firm expanded to Florida in 2022, bringing its tax-centered advisory model to the Lakewood Ranch and Sarasota communities.
We provide a fully integrated approach that combines:
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Tax preparation
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Tax advisory
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Investment advisory (RIA)
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Retirement planning
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Protection planning
All delivered through one trusted relationship.
From Tax Strategy to Registered Investment Advisory
In June 2025, Razzano Consulting became a Registered Investment Advisor, enabling seamless coordination between tax strategy, portfolio management, and retirement planning.
Our mission since 2005 has remained the same:
Provide clarity, reduce taxes, protect wealth, and help families build a meaningful financial legacy.
A Firm Built on Tax Expertise,
Integrity & Growth
Anthony
Anthony is a CPA with a Master’s Degree in Taxation and a Registered Investment Advisor. His advisory philosophy blends tax strategy, financial planning, and long-term wealth coordination into one cohesive, client-centered experience.
He is also the author of the award-winning book:
Against All Odds: A Story of Faith, Courage, and Never Giving Up!
His personal journey of resilience reflects the values that define the firm—integrity, compassion, and a commitment to serving families with excellence.
Our Firm Today
A Tax-Centered, Virtual Advisory Experience
Lakewood Ranch Tax Advisors operates through a modern, fully virtual workflow:
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Secure online client portal
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Easy document upload
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Zoom-based meetings
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Electronic signatures with DocuSign
This allows us to deliver a streamlined and high-touch experience to clients in Lakewood Ranch and beyond.
Who We Serve
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High-net-worth families
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Retirees & near-retirees
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Business owners & entrepreneurs
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Real estate investors
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Professionals & executives
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Multi-generational families focused on legacy planning
Our Promise
Clarity. Integrity. Expertise.
Your financial life deserves a coordinated, thoughtful strategy. At Lakewood Ranch Tax Advisors—powered by Razzano Consulting, LLC—you receive guidance that integrates tax, wealth, retirement, and protection planning into a clear and consistent plan aligned with your long-term goals.
OUR PROCESS
Simple. Secure. Expert-Guided From Start to Finish.
At Lakewood Ranch Tax Advisors, we believe working with an advisor should be clear, modern, and stress-free. Our fully virtual process ensures efficiency, accuracy, and convenience — supported by genuinely high-level expertise.
1
Schedule Your Free 30-Minute Consultation
Everything begins when you click the Scheduling Link on our website.
Choose a time that works for you, and we’ll meet for an obligation-free, 30-minute Zoom consultation.
Purpose:
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Get to know each other
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Discuss goals and concerns
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Understand your tax or advisory needs
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Determine if we’re the right fit
This is a relaxed conversation — no pressure, no obligation.
2
Engagement Letter
If you choose to move forward, we send a clear, detailed engagement letter that outlines:
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The scope of services we’ll provide
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Pricing (if applicable)
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Expectations and timelines
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What we’ll need from you
This ensures full transparency and alignment before any work begins.
3
Secure Client Portal Setup
Once the engagement is signed, you’ll receive access to your secure client portal, where you can:
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Upload necessary documents
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Access updates and reports
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Communicate securely with us
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Track the progress of your engagement
The portal keeps everything organized and protected.
4
Personalized Assessment
After receiving your documents, we perform a thorough assessment tailored to your specific situation — whether tax preparation, advisory, investment planning, or retirement strategy.
This is where we start building a customized, tax-informed roadmap that aligns with your goals.
5
Advisory & Service Fulfillment
We then begin working through the agreed-upon services, which may include:
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Tax preparation
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Tax advisory
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Investment advisory (RIA)
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Retirement income strategy
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Annuity & protection planning
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Small business advisory & payroll
All meetings are held via Zoom, and all signatures are completed through DocuSign for maximum simplicity and convenience.
6
Review, Deliver, and Plan Forward
Once the engagement is complete, we meet again to:
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Review results
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Provide recommendations
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Plan ahead for future tax years or financial goals
Our goal is to deliver clarity and confidence, not complexity.
7
Earned Trust → Referrals
We aim to perform so well that you feel compelled to share your experience with:
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Friends
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Family
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Neighbors
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Colleagues
Exceptional service is how our firm grows — and we treat every client relationship with the care that standard demands.
