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Lakeside Financial Group

With over 25 years of experience among our professionals, Lakeside Financial Group is able to fulfill the needs of businesses, individuals, trusts, estates, and not-for-profits with a full complement of accounting, consulting, entity structuring, bookkeeping and tax services.

We set ourselves apart from other firms with our dynamic approach to client relationships. Our clients aren’t just clients, they are our strategic partners. We constantly advocate for our clients and are committed to providing them the best possible experience. We would appreciate the opportunity to provide you the same exceptional level of service our clients have come to expect.

Staff Size

1 - 9

Industries

  • Textile & Apparel
  • Real Estate/Mortgage Brokers
  • Medical Professionals
  • Day Care/Child
  • Leasing Companies
  • Manufacturing
  • Insurance Agents & Brokers
  • Homeowner Associations
  • Restaurants
  • Home Health Care
  • Nursing Homes
  • Health Maintenance Organizatio
  • Franchises
  • Freight
  • Health Care
  • Not-for-Profit
  • E-Commerce
  • Schools
  • Business Entities (LLC/LLP)
  • Arts/Entertainment
  • Advertising
  • High Tech
  • Biotech
  • Retail
  • Construction
  • Travel
  • Wholesale
  • Nurseries/Horticulture
  • Unions
  • Physicians & Dentists
  • Publishing
  • Hospitals
  • Country Clubs
  • Employment Industries
  • Continuing Care Retirement Com
  • Auto Dealerships
  • Hospitality/Tourism
  • Religious Organizations/Clergy
  • Communications
  • Law Firms
  • Trucking

Services

  • College Planning
  • Leases & Loans
  • Real Estate Management
  • Accounting
  • Real Estate Tax
  • Estate Trust & Gift Taxes
  • Budgeting & Forecasting
  • Retirement Planning
  • Business & Strategic Planning
  • Tax - Canadian
  • Tax - Multi-State
  • Tax - Individual
  • Real Estate Investment Trusts
  • Business Startups
  • Asset Management & Protection
  • Business Advisory Services
  • Closely Held Business
  • IRS/ODR Representation
  • Tax - State & Local
  • Management Advisory
  • Business Succession
  • Investment Advisory Services
  • Consulting Services
  • Employee Benefit Plans
  • Tax - Out-of-State
  • Business Combinations
  • Lease Accounting
  • Self Employment
  • Bookkeeping
  • Estate Planning
  • CFO Outsourcing
  • Controllership
  • Personal Financial Planning
  • Small Business Plan/Issues
  • Tax - Corporate