Established in 2009, Lake Financial Services, LLC helps small businesses maintain efficient financial processes. We assist business owners in improving operations by implementing essential techniques and providing personalized services to meet their accounting needs.
Schedule a consultation with Dave Lake and his team and find out why clients return to Lake Financial Services, LLC year-round for tax and accounting services in Meriden.
Experience and Expertise
With an MBA and years spent as a CFO for mid-sized companies, Dave Lake leads a team of accounting experts with the goal of improving business operations for our clients. We guide business owners in developing sustainable strategies that maximize revenue potential, including services to keep owners and investors well informed of your company’s financial status.
We specialize in select areas of business. Our clients are lawyers, traders and investors, contractors, landscapers, electricians, plumbers, and other independent professionals.
Having worked in both private and public accounting, Dave Lake understand what it’s like to sit on both sides of the desk. The team at Lake Financial Services, LLC possesses years of experience helping clients improve business operations and offers tools small businesses need to succeed.
Lake Financial Services, LLC understand the issues professionals face when they operate their businesses. We create efficiency in financial processes so you can effectively apply your skills without worrying about your back-office. When needed, we act as your CFO, lending our expertise while using accessible language, methods, and software to set you up for success.
Tax Planning and Compliance for Traders
Lake Financial Services, LLC specializes in helping clients who trade securities by setting up tax returns and plan for future investments. As with our small business services, we aim to help traders walk away from investments, understanding how to treat their gains and losses.
Call our Meriden Accounting and Tax Firm Today!
Dave Lake and his team of accounting professionals invite clients to schedule a free business consultation to find out how Lake Financial Services, LLC can help you. We’re dedicated to providing our clients with the tools, knowledge, and skills to successfully operate their businesses.
We provide services for local communities near Madison, Meriden, and New Haven, including Guildford, Wallingford, and Hartford.