Lakeview Tax Advisors

Name: Lakeview Tax Advisors
Address: Birmingham, AL, US
Telephone: (205) 586-3692

Tax preparation, Service establishment, Financial planner in Birmingham, AL

Address: Birmingham, AL
Phone: (205) 586-3692
Website: lakeview-cpa.com

About Lakeview Tax Advisors

Tax planning, tax return preparation, and accounting and bookkeeping services aimed at small business owners, real estate investors, and individuals pursuing financial independence. The practice combines tax and financial planning perspectives, emphasizing proactive year-round strategies to defer, reduce, or eliminate taxes rather than filing alone. New clients begin with an interest form and an introductory call, followed by a review of their current tax situation and goals, then ongoing implementation and monitoring.

Founded by Jacob C. Drum, a Certified Public Accountant and Certified Financial Planner who also holds the PFS designation, with the aim of merging his tax and financial planning experience into one practice. His tax work has centered on small business owners, real estate investors, sales professionals, and healthcare workers. Drum graduated from Auburn University, where he walked on to the basketball and football teams, earned a Master's in Accounting from UAB, and has ten years of experience in public accounting and financial planning. He belongs to the AICPA, the Financial Planning Association of North Alabama, and the Estate Planning Council of Birmingham.

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