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 - 9Industries
- Travel
- Trucking
- Unions
- Wholesale
- Advertising
- Arts/Entertainment
- Auto Dealerships
- Business Entities (LLC/LLP)
- Biotech
- Communications
- Construction
- Country Clubs
- Day Care/Child
- E-Commerce
- Employment Industries
- Freight
- Franchises
- Homeowner Associations
- Health Care
- Home Health Care
- Health Maintenance Organizatio
- Hospitality/Tourism
- Hospitals
- High Tech
- Insurance Agents & Brokers
- Leasing Companies
- Law Firms
- Manufacturing
- Medical Professionals
- Nursing Homes
- Not-for-Profit
- Nurseries/Horticulture
- Physicians & Dentists
- Publishing
- Real Estate/Mortgage Brokers
- Continuing Care Retirement Com
- Restaurants
- Religious Organizations/Clergy
- Retail
- Schools
- Textile & Apparel
Services
- Accounting & Auditing
- Controllership
- Employee Benefit Plans
- CFO Outsourcing
- Closely Held Business
- Consulting Services
- College Planning
- Estate Planning
- Budgeting & Forecasting
- Asset Management & Protection
- Accounting
- Compilation & Review
- Business Combinations
- Business Succession
- Business Advisory Services
- Bookkeeping
- Business Startups
- Business & Strategic Planning
- Estate Trust & Gift Taxes
- Personal Financial Planning
- Real Estate Management
- Real Estate Investment Trusts
- Real Estate Tax
- Retirement Planning
- Small Business Plan/Issues
- Investment Advisory Services
- Self Employment
- Tax - Individual
- Tax - Canadian
- Tax - Multi-State
- Tax - Out-of-State
- Tax - State & Local
- Tax - Corporate
- IRS/ODR Representation
- Leases & Loans
- Lease Accounting
- Management Advisory
