Welcome

Welcome to Lakeside Financial Services! If you are looking for a blend of personal service and expertise, you have come to the right place! At Lakeside Financial Services, we do everything in our power to work with customers to prepare their tax returns and help get them the maximum refund they are entitled to. We also find the best Insurance and Mortgage Products that coincide with their current financial standing and future financial goals. We see our job as an important part of helping customers planning for the future or the unexpected. To that end, we are willing to go above and beyond the call of duty to help our customers achieve their goals.

We offer a broad range of services for Individuals, families, business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly. Please call us to schedule an appointment at 626-600-4696

Services

Our services encompass nearly every aspect of financial life. We offer Tax Preparation, Tax Planning, Bookkeeping, Notary Public, Insurance, Real Estate Services, and Estate Planning.

Our Firm

Our firm’s reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. We are committed to being the best, most versatile financial company with a reputation for outstanding customer service. We want to be your financial company for life. As such, we prefer to build relationships with customers based on trust, mutual respect, and a team-oriented approach to the entire process. We want every interaction with our company to illustrate to you our commitment to excellent customer service. Hablamos Espanol!!

Free Reports and Newsletters

Reduce your taxes… Make better business decisions… and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.

Tools and Resources

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you’ll get your tax refund, securely send us your accounting files, pickup a previous years tax returns, or simply pay our fees online.

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.