Entity Strategy, Tax Planning, Payroll & QuickBooks Online Support
Our Business Advisory service helps small business owners operate with clarity, tax efficiency, and proper financial structure. We integrate tax planning, entity optimization, payroll guidance, and QuickBooks Online support into a streamlined advisory relationship, delivered fully virtually through Zoom and your secure online client portal.
This service is designed for small businesses that want proactive guidance, accurate financial organization, and ongoing support without the complexity of hiring multiple providers.
Our framework helps business owners reduce tax surprises, streamline operations, maintain clean books, and make confident decisions throughout the year.
Includes:
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Entity formation & optimization (LLC, S-Corp, C-Corp)
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Quarterly tax planning and estimated tax guidance
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Payroll services (setup, processing, compliance & review)
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Owner compensation strategy (salary vs distributions)
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Business structure analysis & recommendations
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QuickBooks Online advisory, review, and cleanup
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Cash-flow review & year-round organization
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Tax considerations for major business decisions
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Secure portal access for documents and communication
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Zoom-based strategy meetings for ongoing support
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.