At Lakeline Tax, led by Lakshmi Ramkumar, we specialize in high-level tax planning, tax resolution, and tax advisory services, particularly for high-income earners and business owners with complex financial portfolios. With over 20 years of expertise, Lakshmi has developed an exceptional skill set through her work with leading companies like Intuit, H&R Block, Blazier Christensen Browder & Virr, P.C., (Law Firm) and Carr, Riggs & Ingram(Accounting Firm). Additionally, as the CEO of a Data Business & AI Software Consulting firm, Lakshmi combines her technical and financial acumen to serve software professionals, business owners, and high-net-worth individuals from top tech companies like Google, Apple, Dell, and IBM, many of whom hold stock options and multiple investments.
Why Choose Lakshmi Ramkumar and Lakeline Tax?
Lakshmi is an Enrolled Agent, authorized to represent taxpayers before the IRS, and possesses extensive experience managing IRS audits, collaborating with IRS revenue agents, and resolving restitution-based tax cases. Her unique skill set enables her to identify hidden tax-saving opportunities that others often overlook, helping clients reduce thousands of dollars in penalties and reclaim their financial freedom. Clients consistently recognize her for her ability to navigate complex tax issues, delivering not only solutions but also peace of mind. Her in-depth knowledge of these specialized financial areas allows her to provide tailored tax strategies that maximize savings and ensure compliance.
Lakshmi and her team of Enrolled Agents have grown from their home base in Austin, Tx to serve individual and business clients throughout the United States have been helping the business community, families and individuals with a wide variety of tax services since 2020. We have built a solid reputation for providing the highest level of service and outcomes. The level of experience and skill that we have to offer our clients is our greatest strength.
Our Core Services
Our mission is to provide innovative, results-driven tax solutions that enhance profitability, anticipate client needs, and uphold the highest standards of customer service. We specialize in:
Comprehensive Tax Preparation: Serving high-income individuals, business owners, and professionals with complex tax requirements, including stock options, real estate holdings, and cryptocurrency.
Strategic Tax Planning: Expertly designed to uncover hidden deductions and maximize tax efficiency, particularly for clients with complex investment portfolios and unique assets.
IRS Audit Representation & Tax Resolution: Resolving IRS disputes and minimizing liabilities with confidence and authority, restoring financial security to our clients.
Professional Bookkeeping Services: As certified QuickBooks ProAdvisors, we provide precise and reliable bookkeeping, allowing businesses to streamline operations and focus on growth.
Maximize Your Wealth with Lakeline Tax
For high-income individuals with complex financial structures including real estate, rental properties, investments, stock options and crypto investments, Lakshmi Ramkumar and her team at Lakeline Tax are here to uncover every opportunity for tax savings. If you’re a high-net-worth individual or a tech professional managing investments from leading companies, reach out to learn how much you could be saving.
Contact us today to schedule a consultation and discover the trusted tax solutions you deserve.
With Lakeline Tax, you’re not just securing tax expertise—you’re securing peace of mind.
Individual Tax Preparation
Business Tax Preparation
Partnership & Corporate Tax
Tax Planning & Strategy
Tax Resolution
All State Returns
Book Keeping Service
