Keep More of What You Make.
We take a holistic approach to helping you minimize your taxes and reach your financial goals. We provide tax preparation and accounting services for small business owners, real estate investors, and anyone looking to reach financial independence.
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Jacob C. Drum, CPA, CFP®, PFS
Jake Drum is a Certified Public Accountant and a Certified Financial Planner® with vast experience in public accounting, tax advisory, and financial planning. His vision in founding Lakeview Tax Advisors is to build lifelong relationships with his clients and help them reach their financial goals. Lakeview focuses on clients who want to reach financial independence through entrepreneurship, real estate, and investing.
Tax & Accounting Services
We take a holistic approach to tax planning, tax return preparation, and accounting services.
- Tax Planning - strategies to defer, reduce, and eliminate taxes. We take a proactive approach to planning for the future to help you reach your financial goals.
- Tax Return Preparation - accurate and on-time. Our focus on tax planning and utilizing technology makes tax filing a simple process.
- Accounting & Bookkeeping - gives you the information you need to make strategic decisions, so you can focus on running your business.
We Are Excited to Work With You
- Step 1: Apply to be a Client - Click the Get Started button below to fill out an interest form. We will schedule a time to connect and ensure we are a good fit to work together.
- Step 2: Onboarding - Once we decide to work together we will review your current tax situation and determine what your goals are moving forward.
- Step 3: Implement & Monitor - Enjoy the benefits of proactive tax planning. We will communicate with you throughout the year to give you clarity about your tax situation and strategize ways for you to keep more of what you make.