We Love Numbers.
Especially Yours.
Tax and Accounting Help for Individuals, Traders, and Small Businesses
Meriden
130 Research Parkway
Meriden, CT 06450
(203) 634-7549
Three Kinds of Clients. One CPA Who Actually Gets Each One.
Not everyone who calls us needs the same thing, and we don’t pretend otherwise.
If you’re an individual, that might mean straightforward tax preparation, or untangling a few years of tax questions you’ve been putting off.
If you’re a day trader, it means working with someone who actually understands what trader tax status does for your bottom line, because most preparers don’t.
If you’re running a small business, it means bookkeeping, reporting, and financial guidance, and understanding the Qualified Business Income Deduction and how it affects your bottom line, along with part-time CFO support when you’re ready to level up.
The CPA Behind the Numbers
Dave Lake, CPA/MBA, founded Lake Accounting & Tax after 15 years in public and private accounting, including stints at KPMG, Deloitte & Touche, and Filomeno & Company, plus he was a CFO of two startups where he helped raise $2.5 million in venture financing.
He’s also, in his own words, “not a transactional guy.” He likes staying in the loop with clients all year, not just when it’s time to file. Buying a building, retiring, or figuring out your next move? That’s exactly the kind of conversation Dave wants to have, whether it’s tax season or not.
Outside the office, Dave taught accounting at Southern Connecticut State University for over a decade and serves as treasurer on the board of the Meriden/New Britain/Berlin YMCA, so the community ties run deeper than just doing people’s taxes.
Dave Lake
CPA/MBA
Services
Days Until March 2027 Filing Deadline
Begins in“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
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...
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...
Service
Serving Meriden and Communities Across Connecticut
Lake Accounting & Tax works with individuals and businesses throughout Meriden, Madison, Guilford, Clinton, and Old Saybrook, along with clients in other parts of Connecticut. Day trader clients are served nationwide, since trading tax questions don’t stop at the state line.
Wherever you’re located, the first conversation works the same way: a free consultation to figure out what you actually need before anything else gets decided.
Free Consultation
Ready to Talk Numbers?
A free consultation is the easiest way to find out whether Lake Accounting & Tax is the right fit for your taxes or your books. Get in touch to get started.