We Love Numbers.
Especially Yours.
Financial, Accounting, and Tax Services for
businesses and individuals in Connecticut
Madison
Suite 3, Madison, CT 06443
(203) 318-1488
Meriden
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 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.”
He focuses on all phases of the wealth management process, including financial consulting and tax preparation.
Dave Lake
CPA/MBA
Services
Business Valuations
Small Business Accounting & Taxes
Individual Tax Planning & Preparation
Estate Planning
Tax Problems & IRS Issues
Day Trader Tax Preparation
Days Until April 15 Tax Deadline
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News & Blog
Preparing for your 2020 Taxes – a free webinar
I recently participated in a webinar to talk about proactive year-end tax planning. I was a co-host with Christopher Calandra. You can watch the entire webinar here or on YouTube. If you have tax planning questions, please call one of our offices. We can provide...
Filing your taxes late in Connecticut? Plan ahead
In some situations, filing your taxes at the last minute is inevitable. You may not get the documents you need from an employer or financial institution, or you just know that your schedule will not allow for filing as soon as you would like. In these situations, you...
5 Tax Benefits of Living in Connecticut
No one likes paying taxes. If there are any methods you can use to save on your tax obligations, then you likely want to know about them. Thankfully, there are some very specific tax savings opportunities for those who live in Connecticut and pay income tax here. A...



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Through exceptional customer service and regular communication throughout the year, Lake Financial Services, LLC is your partner for financial success.
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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.
Contact Us
Madison Office
40 Mungertown Road, Suite 3
Madison, CT 06443
Phone: (203) 318-1488
Fax: (203) 343-0902
Meriden Office
107 East Main Sreet, 2nd Floor
Meriden, CT 06450
Phone: (203) 634-7549
Fax: (203) 343-0902