Lakeside Financial Services Real Estate & Mortgage Lending

If you collected unemployment benefits in 2020 and filed your taxes before the American Rescue Plan was signed into law the IRS will begin to recalculate your taxes and issue refunds in May. https://www.irs.gov//irs-will-recalculate-taxes-on-2020-un

2021 Economic Impact Payment Status Available You can check the status of your stimulus payment by clicking on the link below. Please DO NOT call the office for status as we have no control over your stimulus checks. Thank you! https://www.irs.gov/coronavirus/get-my-payment... 2021 Estado de pago de impacto económico disponible Puede verificar el estado de su pago de estímulo haciendo clic en el enlace a continuación. NO llame a la oficina para conocer el estado, ya que no tenemos control sobre sus controles de estímulo. ¡Gracias!

Covid bill waives taxes on up to $20,400 of unemployment benefits for married couples On Saturday, the Senate passed a version of the Covid bill that included a provision to waive taxes on the first $10,200 in unemployment insurance benefits for those who made less than $150,000 in adjusted gross income in 2020. If both individuals in a married couple who file taxes jointly received unemployment insurance benefits in 2020, each will see taxes waived on the first $10,2000 of t...hat income for a total of $20,400 as long as their combined adjusted gross income is less than $150,000, according to the latest version of the bill. It will take some time for the IRS and Treasury Department, as well as tax preparers and companies, to implement and give guidance on the new rules. This means that if you had unemployment income in 2020, it’s best to wait to submit your tax return to the IRS, even though it’s already the middle of the filing season. It also means that if you already filed for 2020, you will need to send in an amended return but should also wait to do that until the bill is law. El proyecto de ley de Covid exime de impuestos hasta $ 20,400 de beneficios de desempleo para parejas casadas El sábado, el Senado aprobó una versión del proyecto de ley Covid que incluía una disposición para eximir de impuestos los primeros $ 10,200 en beneficios del seguro de desempleo para aquellos que ganaron menos de $ 150,000 en ingresos brutos ajustados en 2020. Si ambos individuos de una pareja casada que declaran impuestos conjuntamente recibieron beneficios del seguro de desempleo en 2020, cada uno verá la exención de impuestos sobre los primeros $ 10,2000 de ese ingreso, por un total de $ 20,400, siempre que su ingreso bruto ajustado combinado sea $ 150.000, según la última versión del proyecto de ley. Tomará algún tiempo para que el IRS y el Departamento del Tesoro, así como los preparadores de impuestos y las empresas, implementen y brinden orientación sobre las nuevas reglas. Esto significa que si tuvo ingresos por desempleo en 2020, es mejor esperar para presentar su declaración de impuestos al IRS, aunque ya sea la mitad de la temporada de presentación de impuestos. También significa que si ya presentó su solicitud para 2020, deberá enviar una declaración enmendada, pero también debe esperar hasta que el proyecto de ley se convierta en ley.

If you would like for us to file your taxes please visit our website at www.LakesideFinance.com and upload your tax forms we will take care of of rest and contact you once we have your file. If you have any questions please call our office at 626-600-4696.

We’re making it easy for you to get into the condo of your dreams. Did you know you could choose a conventional 30-year fixed-rate mortgage and put as little as 3% down? NMLS #1177764

Now that home buying season is in full swing, it’s important to know we’re here for you even at night and on weekends. Because that dream home may not be there at 9 a.m. on Monday. NMls#1177764

Don't leave money on the table, let us help you get the maximum tax refund you are entitled to. Call us at 626-600-4696 to schedule your appointment. www.LakesideFinance.com

Choose a cash-out refinance and you can easily consolidate high-interest debt into one new primary mortgage using the equity from your home. Use it to pay off high-interest credit card debt or student loans, and you can improve your overall monthly finances. Contact us, and we’ll get you started. NMLS#XXXX

Starting a new 30-year mortgage term isn't necessary to refinance into today's low rates. With a young age, you can stay on track with your current term or even pay off your mortgage more quickly. NMLS #XXXX1177764

It’s natural to feel a little confused or unprepared when buying your first home. We’re here to help. We’ll work with you to find the best financial solution to fit your needs. Did you know you could get into a new home with as little as 3% down? NMLS #XXXX1177764 www.lakesidefinance.com

Lakeside Financial Services Real Estate & Mortgage Lending 8th Annual Giving Thanks, Giving Back Annual Turkey Drive! Friends and Family, I know that we are all going through difficult times and we may not be in a position to help but if you are I humbly ask that you help our neighbors in need this Thanksgiving season as the need is more than in previous years.... As we count our blessings, let's share warmth and lend a helping hand in our community this Thanksgiving! We will be collecting Frozen Turkeys, Bags of potatoes, Can cranberries, can sweet potatoes, yams, bags of bread rolls, boxes of stuffing, corn, gravy, and pies. Everything we collect will go to benefit families in need of a warm Thanksgiving Dinner. Please help us by donating any of the above to Lakeside Financial Services located at 14607 Ramona Blvd. Suite C., Baldwin Park. November 19, 20, 23, and 24th from 11am to 5pm. And Saturday, November 21st from 11am to 4pm. If you have any questions please feel free to send me a private message or call me at 626-634-1860. Thank you and God bless!!

With a VA loan, get exclusive, well-earned benefits, like no required down payment, no monthly mortgage insurance, and our lowest monthly payments. NMLS #1177764 www.lakesidefinance.com

Those who possess a home or renter insurance policy may be given a break due to the financial constraints posed by the coronavirus pandemic. #ExecutiveBankersRealty #LakesideFinance

Debating whether it’s smarter to buy versus rent? Talk to us about smart ways to get into your first home. Your monthly mortgage could be more affordable than your rent. Let’s get started! NMLS #1177764 www.lakesidefinance.com

SOLD at $40,000 above asking!! Let us help you sell or buy your next home. Our team of real estate and mortgage professionals will guide you every step of the transaction. Call us at 626-600-4696 or visit us at www.LakesideFinance.com... #realestate #mortgageloans #buy #sell #refinance #baldwinpark #sgv

The IRS has announced that it will start accepting tax returns on February 12th! We will begin to virtually prepare tax returns tomorrow January 19th. Please visit our secured portal by clicking the link below to upload your documents or call our office at 626-600-4696 for additional assistance. If you are not able to upload your tax documents you will have the ability to drop them off in our mail slot. Due to the surge in COVID cases, we will NOT be accepting in person appoi...ntments. We apologize for the inconvenience. Please make sure you have received all of your tax forms prior to uploading or dropping off your documents. Thank you! https://live.vcita.com/site/lakeside El IRS ha anunciado que comenzará a aceptar declaraciones de impuestos el 12 de febrero! Comenzaremos a preparar virtualmente las declaraciones de impuestos mañana 19 de enero. Visite nuestro portal seguro haciendo clic en el enlace a continuación para cargar sus documentos o llame a nuestra oficina al 626-600-4696 para obtener ayuda adicional. Si no puede cargar sus documentos fiscales, podrá dejarlos en nuestra ranura de correo. Debido al aumento de casos de COVID, NO aceptaremos citas en persona. Pedimos disculpas por las molestias. Asegúrese de haber recibido todos sus formularios de impuestos antes de cargar o entregar sus documentos. ¡Gracias!

A calm environment can entice those who want a relaxing atmosphere after a hard day's work. #ExecutiveBankersRealty #LakesideFinance

Make sure that you have all the right boxes checked when it comes to your property partner. When you work with me, you can be confident that all bases are covered. #ExecutiveBankersRealty #LakesideFinance