About Lake Accounting & Tax
Dave brings more than 25 years of experience in the financial services industry to business owners, retirees, and families throughout Connecticut, as well as other states that he serves. Before starting Lake Accounting & Tax, Dave worked for KPMG, Deloitte & Touche, Filomeno & Company. He 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 Connecticut, and 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). He taught at SCSU from 2011 to 2021 and mentored many of his students. “I can’t be a doctor, I can’t stand the sight of blood, but I like helping people, so I have chosen to teach and impart some of my experience to my students,” Dave says.
In addition to teaching at SCSU, Dave shares his knowledge of the financial industry with members of various boards throughout the state. He co-chaired the Central Connecticut Pet Fair for ten years, benefiting the Meriden Rotary Foundation and other local pet-related non-profits. He sits on the board of directors and is the treasurer for the Meriden/New Britain/Berlin YMCA.
Dave realizes there is a benefit to being a good communicator as an accountant. “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 compile them into a format that everyone can read, in English so that 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. “I’m not a transactional guy; I don’t want to see people once a year when they need to file their taxes,” Dave admits. “I want to help them throughout the year. If they are buying a new building, retiring, moving, etc., I can help them figure out how to do it. “These conversations work to strengthen the relationship we have with our clients.” He plans to continue to grow his practice in the coming years while working with closely held businesses. We can do many things to help them, including acting as an outsourced accounting and finance department.
In his free time, Dave likes perfecting his CrossFit routines, volunteering in his community, coaching youth soccer, and playing with his dog, Odin. Dave moved back to Meriden in 2008 and resides in the house where he spent his childhood.
Your Business, OUR PASSION
At Lake Accounting & Tax LLC we endeavor to provide consistent and outstanding service to our clients. We are dedicated to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge, and service to our clients.
Our high service quality and “raving fan” clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us at our Madison office today!