Our Tax Advisory service provides year-round tax planning and guidance for individuals, families, and business owners navigating changing tax situations.
Unlike traditional tax preparation, which focuses on historical reporting, our advisory work emphasizes forward-looking analysis, ongoing review, and thoughtful consideration of tax issues as they arise within the scope of the engagement.
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Tax Advisory services may include coordination with investment, retirement, and business planning discussions, where appropriate, and are provided through clearly defined professional engagements.
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All advisory work is conducted through a secure, fully virtual process, including document sharing through a client portal and scheduled meetings via Zoom.
With over 20 years of technical tax experience and advisory background, we provide tax-focused guidance that considers multiple aspects of an individual or business financial situation within clearly defined professional engagements.
Focus Areas
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Multi-year tax planning considerations
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Roth conversion and retirement distribution analysis
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Capital gains and tax-loss planning considerations
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Real estate and investment-related tax analysis
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Medicare IRMAA and Social Security tax considerations
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Business entity selection and restructuring analysis
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Qualified Business Income (QBI) considerations
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Charitable giving and gifting tax considerations
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Ongoing review of tax brackets and marginal rate exposure
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.
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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.
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.