Finally, a CPA who's on your side.
We get to know you, not just your tax return, so you keep more of what you earn.
If you've felt this way, you're not alone.
You deserve a CPA who knows your situation and speaks up first.
- You only hear from your accountant once a year, after it's too late to change anything.
- You're not sure your CPA is actually looking for ways to save you money.
- A tax bill caught you off guard, and your preparer didn't warn you ahead of time.
- You hesitate to call with a question because you'll get billed for it.
Who we work with
Your income, family, and priorities change. Your tax plan should too.
See how we help → Business OwnersYour business is growing. Your tax strategy should keep up.
See how we help → Personal Injury AttorneysCPAs who know contingency fees, case costs, and trust accounting inside and out.
See how we help →Why people work with us
Proactive advice, predictable pricing, and a team that's on your side all year.
Tax experts
Not all CPAs are made equal. We specialize in tax planning, with 1,500+ strategies screened for every client.
Comprehensive solutions
Seamless tax & accounting. We offer tax, bookkeeping, and advisory services to simplify your life.
Unlimited consultations
Call or email with a question anytime. We'll never charge you extra fees for asking a question.
Fixed fee pricing
One initial planning fee, then a retainer. You know the cost up front and never get billed by the hour.
Audit protection
If the IRS sends a notice or opens an exam, we handle it, up to a set number of hours each year.
Satisfaction guaranteed
We stand behind our work with two money-back guarantees, so you can get started with confidence.
Four steps to paying less, year after year.
Free tax diagnostic
We analyze your last 2 to 3 years of returns for IRS red flags, errors, and missed opportunities, then give you an upfront savings estimate.
Your tax strategy
Through a series of strategy sessions and a 360° look at your personal and business finances, we build a plan tailored to you.
Your plan, put to work
We walk you through each step and handle the details, so every strategy gets put into action correctly.
Year-round care
Tax savings aren't set-it-and-forget-it. We adjust your strategy as your life and tax laws change, and we're here whenever you have a question.
Meet your CPAs.
We're Ying and Chris Pfau, a husband-and-wife team of CPAs. We started Lakemont to give individuals, families, and business owners the kind of proactive planning we'd want for our own family. That's why you'll work directly with us, not a rotating team of juniors.
Together we bring 25+ years of combined experience in tax and accounting, and we've put it to work helping some clients save six figures in a single year. We serve clients across the country, coordinating with your business and estate attorneys, financial advisors, and bookkeepers to build one cohesive plan.
Frequently asked questions
I already have a CPA. Why switch?
Most tax professionals focus on preparing a tax return based on what already happened. That's important, but it leaves money on the table. By the time your return is filed, the year is over and most opportunities to reduce your taxes are gone.
We work the other way around: we plan ahead with you, screen 1,500+ strategies against your situation, and act on the ones that fit. A small change in how your income or business is structured can be worth thousands a year, and those savings compound over time.
Switching is simple. We handle the transition, and most of what we need is already on your prior tax returns. Your free tax diagnostic shows where you may be leaving money on the table, before you commit to anything.
Is Lakemont right for me?
Proactive planning makes the biggest difference when there's something to plan around. That might be significant income, a growing business, stock options, rental properties, or a law practice. It might also be a life change, like a marriage, a new child, an inheritance, selling a business, or retirement.
If none of these apply to you, you're still welcome to request a free tax diagnostic. Just know that the savings we find may be modest. If we're not the right fit, we'll refer you to a firm that's better suited to your needs.
How much does it cost?
We keep pricing simple. You pay a one-time fee to build your tax plan, then a fixed retainer that covers ongoing planning, tax filings, and unlimited consultations throughout the year. No hourly billing, and no surprise invoices.
Do you offer any guarantees?
Yes, we offer two guarantees related to our initial tax plan.
45-day satisfaction guarantee. Get to know us risk-free. If we're not the right fit, you can request a full refund within your first 45 days, no questions asked. That gives you time to see how we work before your tax plan is delivered.
3x value guarantee. Your tax plan will identify tax savings or other financial benefits worth at least three times our fee. If it doesn't, the plan is free.
Where are your clients located?
We work with clients across the nation. Most of our work happens by video call, phone, and our client portal.
Find out what you're leaving on the table.
Send us your last 2 to 3 years of tax returns. We'll analyze them for IRS red flags, errors, and missed opportunities, then discuss your potential savings.
Get your free tax diagnostic