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← Back to Top 22 Bookkeepers in the Austin-Round Rock Area, TX (2026)Lakeline Tax and bookkeeping services
Evidence Score 65/100 at 80% evidence coverage 2 of 22 on the Austin-Round Rock area list How the score works
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not verified
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: real estate, technology, startups (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 5 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Lakeline Tax and bookkeeping services | /book-keeping | |
| Website | https://www.lakelinetax.com/ | home page | |
| Office locality | Leander, TX | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +15123358037 | home page | |
| Offers bookkeeping | Documented: ...supporting your success in the years ahead - whether it’s proactive tax planning, bookkeeping, or future growth strategies. Trustindex verifies that the original source of the... | home page | |
| Monthly bookkeeping | Documented: ...individuals . Our Comprehensive Bookkeeping Services Include: Daily, Weekly, or Monthly Bookkeeping - Stay on top of your finances with real-time updates. Transaction... | /book-keeping | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...Cedar Park, Leander, and Round Rock with in-person and virtual support. Bookkeeping Clean Up Services in Austin, TX Struggling to make sense of your books? Our Bookkeeping Clean... | /book-keeping | 5 pts (max 5) |
| AP / AR | Documented: ...From calculating paychecks to tax withholdings, we handle all aspects of payroll. Accounts Payable and Receivable: We manage your outstanding bills and ensure timely collections.... | /book-keeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...& Credit Card Reconciliation - Ensure your records match your financial statements. Payroll Processing & Tax Reporting - Accurate payroll management to keep your employees paid... | /book-keeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...or overpay taxes. Bank & Credit Card Reconciliation - Ensure your records match your financial statements. Payroll Processing & Tax Reporting - Accurate payroll management to keep... | /book-keeping | 6 pts (max 6) |
| Industries served (documented) | real estate, technology, startups | /aboutus | 5 pts (max 5) |
| Software supported | QuickBooks Online | /aboutus | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /book-keeping | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Lakshmi Ramkumar · Enrolled Agent (on the IRS record) · business name on the record: Lakeline Tax & Bookkeeping Services Inc | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...entrepreneurs, and high-net-worth individuals . Our Comprehensive Bookkeeping Services Include: Daily, Weekly, or Monthly Bookkeeping - Stay on top of your finances with real-time... | /book-keeping | 5 pts (max 5) |
| Onboarding described | Documented: ...via our secure portal, and handle all compliance and filings. Client Feedback: “Their onboarding process was smoother than any tax firm I’ve used. Transparent, fast, and totally... | /services | 4 pts (max 4) |
| Named contact / team | Lakshmi Ramkumar, EA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...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... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Lakeline Tax - Digital Privacy policy. | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Reporting cadence stated (0 pts, max 4).
- Not verified. Searched Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) for 'lakelinetax.com' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Pricing approach published (0 pts, max 6).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Lakshmi Ramkumar under the business name 'Lakeline Tax & Bookkeeping Services Inc' in Leander, TX. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from Lakeline Tax and bookkeeping services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.