Call Us. We Can Help. Meriden (203) 634-7549 Madison (203) 318-1488

Call Us. We Can Help. Meriden (203) 634-7549 Madison (203) 318-1488

Financial, Accounting, and Tax Services in Meriden and Madison, CT

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. From wealth management and financial consulting to tax services for traders, our Meriden and Madison CPAs offer the professional support and personalized service needed to achieve a predictable future. 

Client-Oriented Tax and Accounting Solutions
At our Meriden and Madison CPA firm, our goal is to provide clients with multi-faceted financial solutions that support their immediate and long-term financial goals. Our approach to financial success starts with developing personal relationships with each of our clients. Rather than assigning services we think may work, our CPAs take the time to discuss your goals and needs. By learning about your business first hand and understanding your personal needs, our team is able to create a customized strategy that dynamically fits your expectations. 

Financial, tax, and accounting services at Lake Financial Services, LLC include:

Highlighted Services

Please call us at (203) 634-7549 today - we'll be happy to offer you a free consultation. Thanks for visiting!

Trader Tax Services

Like many niche industries, tax regulations for traders can be complex; without the guidance of a tax professional with hands-on industry experience, traders can find themselves missing out on opportunities to lower their tax liabilities and improve potential income.

Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Strategic Business Planning

Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Learn About Lake Financial Services, LLC

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly. Please contact us for a free consultation.

Days until April 15


We take care of your books for you, so you can get back to the job of running your business and generating profits. Learn More...

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company. Learn More...

We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features. Learn more...

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. Learn More...

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. Learn More...

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Lake Financial Services, LLC / Meriden, CT CPA

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

At Lake Financial Services, LLC, we've been serving the Accounting needs of Meriden, CT and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!