Lakeline Tax & Bookkeeping Services Inc Reviews

Mahmood Ali 2025.06.18

     

Amazing service, very friendly. very detailed and precious and done the tax filing very efficiently

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.06.24

Thank you Mahmood so much for your kind words and generous review!

It was truly our privilege to support you through such a pivotal moment — from navigating complex business tax filing to optimizing your entity structure for long-term savings. We understand how overwhelming those decisions can feel, and we’re honored that you entrusted Lakeline Tax to guide you.

Your feedback means the world to us.

We’re excited to continue supporting your success in the years ahead — whether it’s proactive tax planning, bookkeeping, or future growth strategies.

Jeff Nordin 2025.04.12

     

I hate taxes and everything related to taxes I am also very frustrated that when I go to hire knowledgeable tax professionals, they are often not as motivated as I am to fix help, or seen to just phone in really basic services Enter Lakshmi and Lakeline Tax Services: competent, knowledgeable, easy to speak to, and highly motivated to get you to a better place, not just now, but for your financial future. I have finally found the tax professional I have been looking for: I recommend Lakshmi without reservation, she has helped me tremendously

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.04.12

Thank you Jeff so much for your 5 star review! We understand that taxes can be overwhelming, and it's our mission to make the process as smooth and beneficial as possible for our clients.
We're thrilled to hear that you found the knowledgeable and motivated support you were seeking, and we look forward to continuing to support your financial journey.​

Jeff N. 2025.04.12

     

Verified

I hate taxes and everything related to taxes I am also very frustrated that when I go to hire knowledgeable tax professionals, they are often not as motivated as I am to fix help, or seem to just phone in really basic services Enter Lakshmi and Lakeline Tax Services: competent, knowledgeable, easy to speak to, and highly motivated to get you to a better place, not just now, but for your financial future. I have finally found the tax professional I have been looking for: I recommend Lakshmi without reservation, she has helped me tremendously

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tyrel clark 2025.04.09

     

This was a great tax business to use. Lakshmi made everything incredibly easy about doing my most complicated tax return yet. The app that they utilize makes the information exchange very easy, and she does a meeting with you to go over the final draft. I'm giving this business 5 stars because they earned it with great communication, and service that can't be beat. Thank you Lakeline Tax for making my life easier during this tax season!

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.04.24

Thank you Tyrel so much for your kind words.
Your acknowledgment of our communication and service quality means a lot to us. We strive to offer unparalleled support to our clients, and your feedback reinforces our commitment to excellence.​
We're grateful for your 5-star rating and are delighted to have made your life easier during this tax season.

Jessica Knape 2025.04.08

     

Lakshmi is amazing! She's so personable and clearly a tax pro! I've always used Turbo tax for my filings but this year I sold a house and needed more help. Lakshmi was so easy to work with and she is very thorough! Saved me thousands of dollars in taxes and even found errors in my prior Turbo Tax filings that would have saved me money. Highly recommend her!

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.04.24

Thank you Jessica so much for your heartfelt review. It's incredibly rewarding to hear that our services made a significant difference in your tax experience. Your trust in transitioning from TurboTax to our personalized assistance, especially during a complex tax situation like a home sale, means a great deal to us.​
We're delighted that our efforts have had such a positive impact on your financial well-being.​ We strive to provide exceptional service to all our clients, and your feedback reinforces the importance of our mission.​

S. Rodriguez 2025.04.04

     

If it wasnt for Lakeline I would be a hot mess. I had a fantastic experience and the team handle both my personal and business taxes. The portal was extremely easy to use and I highly recommend!

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.06.24

Thank you Sheila so much for your heartfelt 5star review!

We're truly honored to have walked alongside you through your personal and business tax journey. Overcoming tax challenges — especially when it comes to filing accurately and maximizing deductions — takes courage and trust, and we're so grateful you chose Lakeline Tax to help simplify and resolve it all.

We’re thrilled that our secure client portal made your experience smooth and stress-free, and we’re deeply touched by your recommendation.

From all of us at Lakeline Tax, thank you again — we look forward to being your trusted partners for years to come!

Benjamin Nitish 2025.03.25

     

had the privilege of working with Lakshmi for my tax preparation, and I am thoroughly impressed with the exceptional service provided. From the outset, Lakshmi demonstrated a deep understanding of tax regulations and took a comprehensive approach to managing my tax filings. She expertly handled all aspects of the process, from collecting necessary documentation to ensuring that every available deduction and credit was applied. Her attention to detail and proactive communication made the entire process smooth and efficient. I felt confident and assured that my tax matters were in the most capable hands. I highly recommend her for anyone seeking a knowledgeable, professional, and meticulous tax consultant."

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.06.24

Thank you Nitish so much for your your generous and thoughtful review! We're thrilled to hear that Lakshmi's expertise and attention to detail made your tax experience smooth and confident. Your trust and recommendation mean the world to us — we're honored to support you and look forward to being your go-to tax partner for years to come!

Carie Keeney 2025.03.13

     

I am highly satisfied with Lakshmi and her team! They are thorough, professional and prompt. They also take the time to review your last return to compare and contrast the differences. Her advice was greatly appreciated. Highly recommend!!!

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.06.24

Thank you Carie so much for your thoughtful review and kind recommendation! We’re truly honored that Lakshmi and the team could help guide you through filing your individual taxes with business income and making the right entity selection — both critical steps toward long-term tax savings and peace of mind.

We’re grateful to be part of your financial journey and look forward to continuing to support you with clarity and confidence.

Laureen A. 2025.02.26

     

Verified

Lakshmi has been the greatest help to me and my family after our mom's death in a different state. She handled everything needed, was quick to respond to questions, and was patient & understanding. Highly recommend her and her team!

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FREDO RIVERA 2025.02.10

     

Lakshmi was referred to me from the local chamber. I have a complex tax situation since I own multiple corporations. My previous CPA, although Good was expensive & extremely hard to work with. Lakshmi was different. She handled the Corporation and personal tax returns and made the process easier. I especially liked her Technology portal that allowed me to upload documents with ease. Similar to a Amazon like experience. I feel the value far exceeded the price I paid. Thank You

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Reply from Lakeline Tax & Bookkeeping Services Inc 2025.02.16

Thank you Alfredo for your thoughtful review! We’re delighted to have made your tax process easier and more efficient. Knowing that our technology-driven approach and client-first service provided value beyond cost means so much to us.

Your comparison to an “Amazon-like experience” is truly rewarding—it’s exactly what we strive for! We appreciate your trust and look forward to supporting your financial success for years to come.

Whitney M 2024.12.20

     

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Scott Granberry 2024.10.27

     

I couldn’t be more happy with their service. Lakshmi goes above and beyond in every capacity. She has taught me quite a bit about my business and bookkeeping. I would highly recommend. This is her expertise!

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.11.20

Thank you Scott! We appreciate your review and love working with you as well!

Lauren W. 2024.10.25

     

Verified

I worked with Lakshmi for our taxes this year and she was outstanding! We had a more complicated tax situation this year-compared to our prior years filings. Additionally, we had a very short window to file our taxes. Lakshmi helped make the process simple and worked hard to help us meet that deadline. They provided excellent customer service with excellent communication through the TD platform-keeping us informed each step of the process. We were able to call her directly (no phone tree!) and if she was Unable to answer, our Calls were returned quickly! I would highly recommend Lakeline Tax and Lakshmi for Your tax needs. I know we will be returning next year!

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shermin almeida 2024.10.16

     

Lakshmi Ramkumar from Lakeline Tax is excellent in her work and is a true personal adviser in Tax matters. We are reassured that she handles our portfolio

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.11.20

Thank you Shermin! We appreciate your review and love working with you!

M Seabrooke 2024.10.16

     

Lakshmi was an absolute saint for me this month. My taxes are very simple compared to other people with deeper pockets and investments, but I have a ton of detailed expenses from my business to organize, and I needed guidance on where to put them on my Schedule C. She was very personal and helpful by phone (and by email)…and on record short notice, we were able to get my situation resolved. Her prices are extremely fair for the high-quality of service she provides. Strongly recommend her firm if you need honest, certified tax help. 🍻 💰 🙌

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.11.20

Thank you Michael for the review! We love when our customers are happy and satisfied with our services!

David Barber 2024.09.08

     

After 1 year of review, I spoke with an IRS agent that said my return was prepared incorrectly. The accountant was off by $7,400 and I ended up owing a few thousand to the IRS. She also missed a $6000 payment i had made to the IRS that I had caught before sending off the paperwork. Absolute disaster to work with, not worried about deadlines, doesn’t doublecheck the work, etc. As much as I don’t like leaving bad reviews, I would hate someone else to go through the same experience.

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.09.16

David, we are sorry to hear about your experience, and I would like to address the situation. The original tax filing was not prepared by us. Our firm was engaged to prepare amended tax returns based solely on the documents you had provided to us. Unfortunately, the $6,000 payment to the IRS was not mentioned during our discussions, nor was any documentation provided regarding this payment. We dedicated significant time and effort, including extensive communication with the IRS, to resolve these issues. Importantly, we did not charge for the numerous follow-up discussions and hours spent addressing the situation with the IRS.

At our firm, accuracy and professionalism are paramount. We rely on the information provided by clients, and we always strive to maintain accuracy and transparency throughout the process. We encourage open communication to ensure all necessary details are considered and to prevent misunderstandings. If you would like to further discuss your concerns, we remain available to assist you.

Deepa Desai 2024.04.23

     

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.11.20

Thank you Deepa! Look forward to working with you all again next year!

Paola Mignone 2024.04.16

     

Lakshmi has been doing my taxes for the past 3 years. She's always very professional, gives excellent advice and makes sure I am aware of everything she's doing in the process. The online document uploading system is also easy to use. Would highly recommend!

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.11.20

Thank you Paola! Totally appreciate your review! Always love chatting with you as well!

Paige F. 2024.04.14

     

Verified

The owner and employees of Lakeline Tax & Bookkeeping Services Inc. are totally amazing! They are all super friendly and very personable. I honestly cannot say enough positive things about them. The owner, Lakshmi was always available to answer any questions I had. I also appreciated the meeting we had after she had completed our income tax return. The meeting was very informative, and Lakshmi went over the entire income tax return line by line so we knew exactly what was being submitted to the IRS. I have NEVER had that offered to me in the past. I will continue giving my business to Lakeline Tax & Bookkeeping Services Inc.

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.04.21

Thank you so much Paige! I appreciate your kind words and we strive for service excellence always. Reviews give us the motivation to be at our best!

Shruthi desigan 2024.04.13

     

Lakshmi has been great, she spends time to connect at a personal level and offers a very good tax service as well. Would recommend.

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Reply from Lakeline Tax & Bookkeeping Services Inc 2024.11.20

Thank you Shruthi! Always love catching up with you guys as well! Look forward to next year!