Trusted Tax & Wealth Advisory for Lakewood Ranch Families
Lakewood Ranch Tax Advisors is the Lakewood Ranch division of Razzano Consulting, LLC, a CPA firm founded in 2005 in New Castle, Pennsylvania. While the firm has deep roots in Western Pennsylvania, it has long served clients across Pennsylvania and in multiple states throughout the United States.
After nearly two decades of providing tax and advisory services, the firm expanded to Florida in 2022, bringing its tax-centered advisory approach to the Lakewood Ranch and Sarasota communities.
Our Advisory Approach
We provide a coordinated, tax-focused advisory approach that includes:
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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
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All services are delivered through a single, integrated advisory relationship designed to support clarity, consistency, and informed decision-making across your financial picture.
Led by Anthony J. Razzano, CPA, MST
Founder of Razzano Consulting, LLC
From Tax Strategy to Registered Investment Advisory
Razzano Consulting, LLC has provided tax and advisory services since 2005, when the firm was founded in New Castle, Pennsylvania. In 2011, the firm expanded its capabilities by becoming registered as an investment adviser in Pennsylvania, allowing it to offer investment advisory services alongside its established tax practice.
In 2022, the firm expanded its tax practice to Florida, bringing its tax-centered advisory approach to clients in the Lakewood Ranch and Sarasota communities.
In June 2025, Razzano Consulting, LLC registered as an investment adviser in Florida, extending its investment advisory platform to better serve clients in the region.
Throughout its history, the firm’s focus has remained consistent: providing thoughtful guidance, professional expertise, and a long-term perspective to individuals and families navigating complex financial decisions.
A Firm Built on Tax Expertise,
Integrity & Growth
Anthony J. Razzano, CPA, MST
Anthony is a Certified Public Accountant with a Master’s Degree in Taxation and is registered as an investment adviser. His advisory approach emphasizes tax strategy, disciplined planning, and coordinated financial decision-making within clearly defined professional engagements.
He is also the author of the award-winning book Against All Odds: A Story of Faith, Courage, and Never Giving Up!. Additional information about the book is available on Amazon.
To learn more about Anthony’s background and professional journey, visit www.anthonyrazzano.com.
Our Firm Today
Lakewood Ranch Tax Advisors operates through a modern, fully virtual workflow designed to support efficiency, organization, and clear communication. Our structure allows us to serve clients locally in Lakewood Ranch and beyond while maintaining a high level of professionalism and accessibility.
Our process includes:
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Secure online client portal
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Easy document upload and sharing
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Zoom-based meetings
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Electronic signatures through DocuSign
This approach supports a streamlined, well-organized experience and allows us to work closely with clients within clearly defined professional engagements.
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 approach. At Lakewood Ranch Tax Advisors—powered by Razzano Consulting, LLC—we provide professional guidance that integrates tax, advisory, retirement, and protection planning within clearly defined engagements and a disciplined advisory process.
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 well-defined. Our fully virtual process is designed to support efficiency, organization, and clear communication—guided by experienced professionals and a disciplined advisory approach.
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 is designed to help keep information organized and securely managed throughout the engagement.
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 planning. This step allows us to evaluate relevant information and determine the appropriate scope and next steps within the engagement.
From there, we carry out the agreed-upon services and review results together to discuss potential next steps.
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.
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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.
