Expert Tax Planning for Businesses Owners
Curious how much you can save? Receive a free, personalized estimate of potential tax savings.
average savings identified per client1
years of experience
tax strategies considered for each client
Most business owners miss out on thousands in tax savings—simply because they assume their CPA is actively reducing their tax bill. However, that's rarely the case.
The tax code is complex and there are thousands of variables that can increase your taxes. Without a proactive and comprehensive strategy, you're almost guaranteed to overpay.
My husband and I started Lakemont to give small business owners access to sophisticated tax strategies used by the largest firms.
When you work with us, we perform a 360° review of your personal and business financials. This helps us identify opportunities others miss.
We leave no stone unturned in finding IRS compliant strategies to reduce your taxes. Curious how much you can save?
Ying Pfau, CPA
Founder
Chris Pfau, CPA
Co-Founder
Going through the tax planning process with Chris and Ying was an eye-opener. I had no idea how much money I was leaving on the table until they walked me through it. They took the time to really understand my situation and built a long-term strategy that gives me confidence I’ll save on taxes each year.
Ying is proactive, knowledgeable, and focused on saving me money. She has been a game changer for my business. Highly recommend!
I always assumed a large tax bill was unavoidable. Working with Lakemont help me realize what was possible. Their strategies helped me save thousands of dollars in taxes. I wish I had found them years ago.
Chris and Ying helped me save thousands on my taxes! They took the time to understand my situation, explained strategies clearly, and showed me opportunities I didn’t even know existed.
Working with Lakemont has been a breeze. They make the whole process simple, quick, and totally stress-free. Anytime I have a question, they respond right away and handle everything smoothly.
For years I felt like I was overpaying in taxes and only heard from my CPA once a year. Partnering with Ying and Chris has been a complete shift. They’re responsive, friendly, and their strategies have saved me a significant amount in taxes. It’s reassuring to know they’re consistently looking out for my best interests.
Going through the tax planning process with Chris and Ying was an eye-opener. I had no idea how much money I was leaving on the table until they walked me through it. They took the time to really understand my situation and built a long-term strategy that gives me confidence I’ll save on taxes each year.
Not all CPAs are made equal. We specialize in tax reduction for high net-worth business owners.
Seamless tax & accounting. We offer tax, bookkeeping, and CFO services to simplify your life.
Need advice or have a question? We'll never charge you extra fees for asking a question.
Say goodbye to surprise bills. We offer a fixed fee retainer that covers your services for the year.
Get the protection you need. We cover any IRS notices or examinations for a set number of hours each year.
Guaranteed results. If we can't save you at least 3x our fee, we'll refund your tax planning fee.
We don’t just file your taxes—we proactively uncover strategies that can significantly lower your tax bill. Our tax planning process covers the entire scope of your financial life - including investments, business, employee benefits, retirement, estate, insurance, and more.
Learn MoreOur bookkeeping services transform your financial data into actionable insights. We handle categorization, reconciliation, and monthly reporting so you always know where your business stands. With automated workflows and expert oversight, we ensure accuracy while identifying additional tax savings opportunities throughout the year.
Learn MoreGet CFO-level financial guidance without the full-time cost. Our fractional CFO services provide strategic financial planning, cash flow management, and KPI tracking to help your business grow. We help you make data-driven decisions, prepare for growth, and navigate complex financial challenges with confidence.
Learn More
Free Consultation
We’ll review your tax situation and accounting needs. We’ll also identify and estimate any potential tax savings you are currently missing.
Book Initial Consultation