We Love Numbers.
Financial, Accounting, and Tax Services for
businesses and individuals in Connecticut
130 Research Parkway
Meriden, CT 06450
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 Accounting & Tax, 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.”
Small Business Accounting & Taxes
Individual Tax Planning & Preparation
Tax Problems & IRS Issues
Day Trader Tax Preparation
Fractional / Part-Time CFO
Days Until March 15 Tax Deadline
“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
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...
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...
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...
Dedicated to Client Success
Through exceptional customer service and regular communication throughout the year, Lake Accounting & Tax LLC is your partner for financial success.
Visit our CPA Firm Today
Lake Accounting & Tax 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.