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.

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.

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.

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YEARS OF EXPERIENCE

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FIGURES IN CLIENT TAX SAVINGS

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HAPPY

CUSTOMERS

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CONSULTING

YEARS

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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.

© 2025. Lake Tax & Advisory Group. All Rights Reserved.