Stop Overpaying in Taxes. Start Building True Wealth.

Save $50k–$150k In Tax Savings Without Any Shady Loopholes or Cookie-Cutter Advice

Never Overpay Tax & Build Tax Efficient Wealth

Trusted Tax Strategist for Service-Based Entrepreneurs

We work alongside you year-round with proactive strategies that minimize income tax, Social Security tax, and Medicare tax—so you keep more of what you earn.

My name is Lake, and I’m the founder and CEO of Lake Tax and Advisory Group. We help high-earning entrepreneurs save significantly on taxes while building smarter, more tax-efficient wealth. We pursue your best interest We don’t just calculate your numbers—we design strategies that put more money back into your business, investments, and family wealth. Efficient implementation & year-round support We go beyond tax planning software.

Our team ensures every strategy is implemented and provides year-long engagement to maximize savings. Personalized, expert service We know every entrepreneur’s journey is different. That’s why we offer customized, approachable guidance with a professional touch.

Who We Are:

I hold degrees in Industrial Engineering and Business Accounting, and I’ve built a tax firm that has already helped clients save over $1 million in taxes. Alongside my tax practice, I manage a real estate portfolio nearing $1 million and built a 6-figure tax-free income stream. Our specialty is uncovering $50K–$150K in legal, compliant tax savings for service-based entrepreneurs earning $250K+. We’ve worked with consultants, agency owners, coaches, and other professionals who want to keep more of what they earn without relying on shady loopholes. At Lake Tax and Advisory Group, we’re committed to making your money work harder than you do—so you can scale your business, grow your wealth, and enjoy financial freedom. Our goal: take the stress out of taxes while helping you build wealth that lasts.

S-Corp Optimization or Entity Selection

We setup & maximize S-Corporations & Business Entities

One of the foundations of tax reduction planning, is helping businesses choose the right business entity, and then help them maximize it's overall tax efficiency.

BOOK A CONSULTATION

Get a Tax

Reduction Plan With

Implementation

We do all the legwork to ensure our tax strategies get implemented

Many tax strategists charge high fees just to run planning software, but never help you execute or provide year-round bookkeeping and engagement. We take it further by making sure strategies are put into action.

BOOK A CONSULTATION

Stats

Our Excellence in Numbers

The story behind Lake Tax & Advisory isn’t just strategy. It’s proven results. From years in business to millions saved, our numbers speak for themselves.

YEARS OF EXPERIENCE

FIGURES IN CLIENT TAX SAVINGS

HAPPY

CUSTOMERS

CONSULTING

YEARS

MISSION: KEEP MORE MONEY

WHO THIS IS FOR

The Tax Savings Blueprint is built for you if you are:

Coach

We provide accounting and tax support for coaches, handling your bookkeeping and taxes so you can focus on growing your business.

Consultant

We offer accounting and tax services for consultants, managing your finances so you can focus on your clients and growth.

Agency Owner

We handle accounting and taxes for agency owners, so you can focus on running and growing your business.

Service-based CEO

We manage accounting and taxes for service-based CEOs, letting you focus on leading and scaling your business.

About Us

Who We Are:

My name is Lake, I’m the founder of Lake Tax and Advisory Group, with over a decade of experience as both a business owner and corporate engineer. I hold degrees in Industrial Engineering and Business Accounting, and I’ve built a tax firm that has already helped clients save over $1 million in taxes. Alongside my tax practice, I manage a real estate portfolio nearing $1 million and built a 6-figure tax-free income stream.

Our specialty is uncovering $50K–$150K in legal, compliant tax savings for service-based entrepreneurs earning $250K+. We’ve worked with consultants, agency owners, coaches, and other professionals who want to keep more of what they earn without relying on shady loopholes.

At Lake Tax and Advisory Group, we’re committed to making your money work harder than you do so you can scale your business, grow your wealth, and enjoy financial freedom.

Our goal: take the stress out of taxes while helping you build wealth that lasts.

BOOK A CONSULTATION

TESTIMONIALS

WHAT OUR CLIENTS

ARE SAYING

Tamara Haughton

Lake did my taxes last year for the first time and answered all of my questions as a newbie to the concept of a tax advisor. She advised me about an educational tax credit that I didn't know I was eligible for. She even went out of her way to check my previous tax returns to see if I was eligible for the same credits and if those could be amended. I was pretty late to filing this year, and still, Lake was patient and responsive. She takes the time to get back to each and every one of her clients. Lake is good at what she does, and I am grateful to have worked with her!

Elena Lopez

Lake Tax and Advisory Group is exceptional! Lake is incredibly quick, knowledgeable, and thorough. From the moment I reached out, she made the process seamless and stress-free. Her expertise is clear, and she always takes the time to explain everything in a way that makes sense. Most importantly, she truly has the client’s best interest at heart, going above and beyond to ensure everything is done right. Highly recommend for anyone looking for trustworthy and efficient tax help!

Tamara Haughton

This is my second year working with Lake, and I wouldn’t trust anyone else with my taxes! She is extremely diligent, detail-oriented, and a true executor—she gets things DONE. What really sets her apart is her passion for wealth building knowledge and actionable strategies. She doesn’t just file your taxes and send you on your way—she takes the time to educate you, making sure you understand your finances holistically and feel empowered going forward.

Marley Hanlon

Lake was incredibly helpful, proactive, and genuinely invested in making sure my taxes were not only completed efficiently, but that I felt confident and at ease throughout the process. Her joyful spirit and professionalism made the experience better than I could have imagined. It was by far the most seamless and positive tax experience I’ve ever had. Anyone who works with her is truly in the best hands