Lakeview Financial Services | Top Accountants & CPAs in Chicago

Lakeview Financial Services is an independent tax and accounting firm on North Sheffield Avenue in Chicago’s Lakeview neighborhood. The practice traces its roots to Alan Sanchez, CPA, P.C., a tax preparation firm Alan founded in 1988. He still works at the firm, which later operated as FS Tax, LLC before rebranding as Lakeview Financial Services in 2025. The team prepares personal, business, non-profit, trust and association tax returns, and offers bookkeeping that covers transaction categorization, bank reconciliations and chart of accounts setup. It also handles business compliance work, including registered agent service, entity formation and annual reporting. Clients upload documents, complete questionnaires, sign returns and pay invoices through a secure online portal, and each return is prepared by the firm’s accountants and then submitted for CPA review before it is filed.