We Love Numbers.
Financial, Accounting, and Tax Services for
businesses and individuals in Connecticut
40 Mungertown Rd.
Suite 3, Madison, CT 06443
107 East Main St.
Meriden, CT 06450
Financial, Accounting & Tax Services
Lake Financial Services, LLC is a full-service accounting and tax firm dedicated to providing clients with solutions to reach their goals without compromising their financial stability.
For individuals, we offer services ranging from wealth management and financial consulting to tax services for day traders, our Meriden and Madison CPAs offer the professional support and personalized service needed to achieve a predictable future.
For businesses, we learn about your company first-hand and strive to understand your personal needs. This base of knowledge empowers our team so they can create a customized strategy that dynamically fits your expectations.
Our clients receive more than accounting and tax solutions. With over 30 cumulative years of industry experience, our CPAs serve as resources for traders of securities, executives, professionals, and other individuals looking to maximize their income potential without risking compliance problems.
Dave Lake CPA/MBA
Dave brings 25 years experience in the financial services industry to the business owners, retirees, and families throughout Connecticut, as well as other states, that he serves. Prior to starting Lake Financial Solutions, Dave worked for KPMG, Deloitte & Touche, Filomeno & Company, and was the CFO of two entrepreneurial start-ups where he was successful in raising $2.5 million in venture financing.
Dave is licensed as a Certified Public Accountant in the state of Connecticut, holds a Master’s degree in Business Administration from the University of Maryland and a Bachelor’s degree in Accounting from Southern Connecticut State University (SCSU).
Dave realizes that there is a benefit to being a good communicator as an accountant. “The one thing that people struggle with the most is numbers, especially when it comes to running their business or home finances,” Dave says. “Having the ability to take everything that’s coming in and being able to compile them into a format that everyone can read, in English, so they can come away more knowledgeable about their business or personal finances, that’s helpful.”
Small Business Accounting & Taxes
Individual Tax Planning & Preparation
Tax Problems & IRS Issues
Day Trader Tax Preparation
Days Until April 15 Tax Deadline
“Lake Financial LLC has been a valuable accounting partner to our firm for 4 years. The team is professional and diligent. They have guided us through the complex process of partnership and cross-state reporting. I am confident in their work and would highly recommend them.”
—Kevin Schroder – Managing Partner, HavenFund, LLC
News & Blog
The term “tax harvesting” refers to using current investment holdings in a loss position to decrease the amount of income tax that you may have to pay. Tax harvesting can help reduce your income tax bill. Harvesting can be a good idea if you have been holding...
Small business owners in Connecticut have a lot of obligations—from keeping up with inventory to balancing big-picture strategy. From a long-term strategy standpoint, small businesses need to be aware of issues that could make or break the company. These concerns will...
Often, my clients ask me about retirement. They want to know: How will taxes impact my retirement? How much do I need to retire? And most importantly—WHEN can I retire? When clients ask me these questions, I have even more questions in return. Optimizing taxes is...
Dedicated to Client Success
We believe that financial literacy and communication are key elements to achieving sustainable business growth and lasting success. By developing personal relationships with each of our clients, our team is able to help individuals and business owners alike better understand their financial needs and effectively communicate their goals.
Through exceptional customer service and regular communication throughout the year, Lake Financial Services, LLC is your partner for financial success.
Visit our CPA Firm Today
Lake Financial Services, LLC is proud to welcome clients throughout the surrounding communities of Meriden, Madison, Guildford, Clinton, and Old Saybrook. For more information about our available services, to meet our team, or to schedule your consultation, contact our Team today to arrange a free consultation.
Lake Financial Services llc
40 Mungertown Road, Suite 3
Madison, CT 06443
Phone: (203) 318-1488
Fax: (203) 343-0902
107 East Main Sreet, 2nd Floor
Meriden, CT 06450
Phone: (203) 634-7549
Fax: (203) 343-0902