Lakeside Financial Services

“Building Relationships Based on Trust, Honesty, and Mutual Respect”

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Tax Preparation Services

 

We specialize in professional tax preparation and filing of your tax returns. We provide professional and friendly service. Whether your tax situation is simple or complex, Lakeside Financial Services is here to help.

Real Estate Services

 

Buying or selling your next home or real estate property can be the single most important transaction in your life, therefore it is important you work with someone who has the experience, professional expertise, and integrity to make your next real estate transaction pleasurable and stress-free.

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Mortgage Lending

 

Lakeside Financial Services Real Estate & Mortgage Lending is committed to providing clients with the highest quality home loans combined with some of the lowest mortgage rates available in all of California.

Whether you are a first time home buyer, purchasing your dream home, refinancing an outstanding loan, or consolidating debt, our highly experienced team of mortgage and real estate professionals can help make your dream come true.

“OUR COMMITMENT TO EXCELLENCE”

Tax and Financial Professionals in Baldwin Park

At Lakeside Financial Services, we do everything in our power to work with clients to prepare their tax returns and help get them the maximum refund they are entitled to. We also find the best Real Estate or Mortgage Loan Product that coincides with their current financial standing and future financial goals. ​

We see our job as an important part of helping our clients plan for the future or the unexpected. To that end, we are willing to go above and beyond the call of duty to help our clients achieve their goals.

Our President and CEO Danny Damian has been a mortgage loan originator for over 21 years and is also a licensed Realtor, Tax Professional, and a Board Certified Credit Specialist who understands that not every client is the same.

Danny will explain and walk you through the entire process of your home purchase, sale, or refinance as well as any tax implications.

We offer a broad range of services for individuals, families, business owners, executives, and independent professionals.

Professional Service

Lakeside Financial Services can offer a full range of financial services while giving you the individual attention that you need.

Years of Experience

Lakeside Financial Services has over 21 years of experience working through Tax strategies and financial issues. We guarantee that you are in good hands at all times.

Serving Your Real Estate Needs

Buying or selling your next home or real estate property can be the single most important transaction in your life, therefore it is important you work with someone who has the experience, professional expertise, and integrity to make your next real estate transaction pleasurable and stress-free.

Danny Damian

Danny Damian

President/CEO

Albert Jimenez

Albert Jimenez

Operations Manager

Maria Davalos

Maria Davalos

Realtor

” I visited this business based on yelp reviews and had a basic understanding of how the customer service was and I was still blown away by the amount of effort Danny does. Excellent service and very informative, Danny explained the whole process and even broke it down for better understanding. He also gave up his lunchtime for us which shows me he is truly dedicated and passionate about his work. I will no longer go elsewhere and make this my permanent tax business.”

David Becerra Jr.

”We’ve been going with Danny for our tax return services for over 9 years now! And let me tell you, we will not go elsewhere! Extremely great customer service, very very informative and welcoming. We always feel welcomed and feel very comfortable with our tax returns, since he breaks down everything with full-on details! I recommend this place, you guys will not regret coming here!”

Norma Alvarez

”I was referred here by a family member 3 years ago and I’m still very happy with their services. Danny is so kind and very knowledgeable. He always has the answers to my questions and explains them in a matter that I can understand. He genuinely shows that he cares about you and the community. I would definitely recommend him and his team.”

Juana Neri

”Efficient and courteous service. Mr. Damian is attentive and accurate and provides a tax return that you can be sure is correct and has all the legal deductions possible to his clients. I have and will continue to refer my family and friends to him.”

Peggy Castaneda

HAVE A QUESTION? WE’RE HERE TO HELP

14607 Ramona Blvd. Suite C

Baldwin Park, CA 91706

Contact Us

(626) 600-4696