Our Tax Advisory service delivers strategic, year-round tax planning designed to reduce your current and future tax burden.
Unlike traditional tax preparation, which looks backward, our advisory approach looks forward — providing proactive guidance that aligns with your investments, retirement plan, business structure, and long-term financial goals.
We use a comprehensive, analytical process to uncover opportunities, avoid costly mistakes, and help you make confident financial decisions at every stage of life or business. All advisory engagements are conducted virtually, with secure document sharing through your personalized client portal and strategy meetings held via Zoom.
With over 20 years of technical tax expertise and deep advisory experience, we integrate every aspect of your financial picture into a cohesive, tax-optimized plan.
What We Deliver:
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Multi-year tax planning tailored to your goals
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Roth conversion & retirement distribution strategies
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Capital gains & tax-loss planning
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Real estate & investment tax optimization
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Medicare IRMAA & Social Security tax planning
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Business entity selection & restructuring
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QBI optimization for business owners
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Charitable giving, gifting, and legacy tax strategy
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Tax bracket management to minimize lifetime taxes
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.