We Love Numbers.
Especially Yours.
Financial, Accounting, and Tax Services for
businesses and individuals in Connecticut
Meriden
130 Research Parkway
Meriden, CT 06450
(203) 634-7549
Financial, Accounting & Tax Services In CT
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.
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 Accounting & Tax, 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.”
He focuses on all phases of the wealth management process, including financial consulting and tax preparation.
Dave Lake
CPA/MBA
Services
Small Business Accounting & Taxes
Individual Tax Planning & Preparation
Estate Planning
Tax Problems & IRS Issues
Day Trader Tax Preparation
Fractional / Part-Time CFO
Days Until March 2025 Filing Deadline
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“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.”
News & Blog
The Options To Consider to Organize My Connecticut Small Business
If you own your own business, you have likely tried to find answers online about a lot of questions, from employee issues to paying taxes. However, many resources are specifically tailored to medium to large businesses. Unfortunately, solutions that work for those...
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After three rounds of stimulus money, the IRS has made millions of direct deposits, handed out millions of paper checks, and provided a significant number of pre-paid debit cards. All told, the federal government estimates that full payment of all funds directly to...
What Is the Difference Between a Connecticut Tax Preparation Service and an Accountant / CPA?
If you are like most Americans and have to do your taxes every year, you may wonder about the benefits of using a professional service instead of doing taxes yourself. You may also consider whether there is a real difference between tax preparation services like...
Service
Dedicated to Client Success
Through exceptional customer service and regular communication throughout the year, Lake Accounting & Tax LLC is your partner for financial success.
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Visit our CPA Firm Today
Lake Accounting & Tax 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.