203-634-7549 info@lakefsllc.com

We Love Numbers.

Especially Yours.

Financial, Accounting, and Tax Services for

businesses and individuals in Connecticut

Madison

40 Mungertown Rd.
Suite 3, Madison, CT 06443
(203) 318-1488

Meriden

107 East Main St.
Meriden, CT 06450
(203) 634-7549

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.”

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 October 15

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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.”

—Kevin Schroder – Managing Partner, HavenFund, LLC

News & Blog

What to ask an accountant before hiring them

Whether you’re hiring a CPA for the first time, or you’re looking to make a change from your current tax professional, it’s important to find the right professional for your tax needs. Ask your potential new CPA the following questions to make sure you are both on the...

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Service

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.

Free Consultation

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.

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Contact Us

Lake Financial Services llc
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

 

 

 

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