Lakeside Tax & Financial Services

Lakeside Tax & Financial Services prepares personal and business tax returns and handles accounting and bookkeeping. Personal work covers individual returns, multistate and out-of-state filings, and tax planning for life changes such as buying a home or receiving an inheritance. For businesses, the firm handles partnership and corporate returns, sales tax reporting and business tax planning, while its estate, gift and trust work covers estate returns, succession planning and education planning.

Clients start with a conversation about their situation, goals and current tax questions, then get a personalized plan for preparation, planning and compliance. The firm stays available during the year to answer questions and adjust strategy as rules change. It serves individuals and businesses throughout San Diego County from its Lakeside office. Clients also have a client login for their files.