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