Tax Services

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We work closely with individuals to help solve their tax preparation needs. Many of our clients are part of the tech community or are entrepreneurs and investors themselves. As such, we have extensive knowledge and experience with RSU's, ISO's, NSO's, ESPP's, SAR's, 83b elections, K1's and about any other type of stock option or company investment related issue you can find. So wether you're an employee, investor, venture capitalist or completely new to taxes, we can guide you and help explain how to maximize your wealth and minimize your taxes. Don't understand something? That's okay. The tax law is complex and we are happy to go over it again until you feel confident in the financial choices you're making. We partner with our clients throughout the year and build a relationship so when something comes up, we'll have an answer for you. When tax season comes, you'll know where you stand and be confident that you've made the best financial choices. 

Small businesses are the backbone of our economy and are one of the best ways to build wealth. From consultants to retailers, restaurants to those building a rental empire, we can help you make the financial decisions that matter. There are many issues that come up day to day and we pride ourselves on being the first person you think of when something arises. What will it cost me to hire an employee? What's the deal with deductions for 6,000 pound cars? Can I deduct this and, more importantly, why can't I deduct that? We'll help answer all these questions and more. Small business owners often have to pay quarterly taxes, sales taxes, payroll taxes and other business taxes and still file their annual tax returns. We'll be there every step of the way so you don't miss anything. With Blue Lake, you always have a partner in wherever your business is going.