Lakeview Financial Services
Lakeview Financial Services
Lakeview Financial Services is an Chicago-based accounting firm offering full-service accounting solutions to clients across IL. Led by by our, lakeview Financial Services Home About Services Our Process Portal FAQ Contact Us Lakeview Financial Services Home About Services Our Process Portal FAQ Contact Us More Home About Services Our Process Portal FAQ Contact Us About Lakeview Financial Services began as a venture in 2024 to find, acquire, and operate a small business in Chicago. After a deliberate search, the business we found was a tax preparation firm started by Alan Sanchez, CPA P.C. in 1988. While he still works at the firm, Alan sold his practice in 2022 and it operated under the name FS Tax LLC for several years. To better reflect the encompassing services we offer and our commitment to the local neighborhood, new ownership rebranded again in 2025 to Lakeview Financial Services LLC. As we begin a new chapter for this business, we hope that we can build upon the foundational roots that were planted by our founder to establish a trusted brand in the Lakeview neighborhood of Chicago. Professional credentials include CPA. Located at 3240 N Sheffield Ave. Reach them at +17738711256. Visit their website for more details on services and portfolio.
How We Scored Lakeview Financial Services
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- CPA → 4/20 pts
- Press Recognition
- 0 mentions → 0/15 pts
- Web Presence
- 6/10 pts
- Experience
- N/A → 0/10 pts
- Profile Completeness
- 9/5 pts
Key facts
- Managing Partner
- by our
- Team size
- 1
- Based in
- Chicago, IL
- Address
- 3240 N Sheffield Ave
- Website
- https://www.lakeview-fs.com/
- Phone
- +17738711256
- admin@lakeview-fs.com
- Certifications
- CPA
Frequently asked questions
- What services does Lakeview Financial Services offer?
- Lakeview Financial Services's specific services are not yet catalogued in our directory. Review the firm's website at https://www.lakeview-fs.com/ or contact the firm directly for their current service offerings.
- What credentials does Lakeview Financial Services hold?
- Lakeview Financial Services holds the following credentials: CPA. These are verified against public professional registries.
- Where is Lakeview Financial Services located and what areas do they serve?
- Lakeview Financial Services is based in Chicago, IL. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact Lakeview Financial Services?
- To engage Lakeview Financial Services: Visit https://www.lakeview-fs.com/ to review their services, or call +17738711256, or email admin@lakeview-fs.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.