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
5 Tax Benefits of Living in Connecticut
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...
How Long Does It Take to Prepare a Tax Return?
According to the IRS, the average American takes 11 hours to prepare their tax return. That includes the time spent in gathering and organizing documents as well as actually sitting down to fill out your tax return forms. For many people, that time could be better...
Connecticut Business Owners Should Be Aware of this Updated at the Department of Revenue Services
This is from an August communication that the CT Department of Revenue sent out regarding how Connecticut business owners will file returns, make payments, etc. starting September 21, 2020. If you have any questions, please contact our offices: The Department of...
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.