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Individuals & Small Businesses — FullyVirtual & Streamlined

We provide accurate, compliant, and strategically optimized tax preparation for individuals, families, and small business owners.

​Every return is prepared with a proactive tax-planning mindset to reduce liabilities and keep your financial picture aligned with long-term goals.

Our process is fully virtual, secure, and designed for convenience.

Clients receive a customized online portal where they can easily upload documents, communicate with our team, and track progress. We conduct Zoom meetings for reviews and planning, and all signatures are handled electronically through DocuSign, ensuring a seamless end-to-end experience.

For business owners, we also offer QuickBooks Online advisory to ensure accurate bookkeeping, improved cash-flow clarity, and tax-ready financials throughout the year.

Includes:

  • Individual returns (W-2, retirees, investors)

  • LLC & S-Corp small business returns

  • Real estate & investor tax filings

  • Tax-efficient retirement income consideration

  • Multi-state returns

  • Optional trust & estate returns

  • QuickBooks Online advisory & year-end support

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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:

  • Get to know each other

  • Discuss goals and concerns

  • Understand your tax or advisory needs

  • 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:

  • The scope of services we’ll provide

  • Pricing (if applicable)

  • Expectations and timelines

  • 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:

  • Upload necessary documents

  • Access updates and reports

  • Communicate securely with us

  • 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:

  • Tax preparation

  • Tax advisory

  • Investment advisory (RIA)

  • Retirement income strategy

  • Annuity & protection planning

  • 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:

  • Review results

  • Provide recommendations

  • 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:

  • Friends

  • Family

  • Neighbors

  • Colleagues

Exceptional service is how our firm grows — and we treat every client relationship with the care that standard demands.

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