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
PPP Loan Forgiveness Planning for your Connecticut Business
You may have applied for and received (or are waiting for) your Paycheck Protection Program (PPP) Funds. For those of you that are participating in this program, I thought I would put together a useful checklist to help you receive the funds and track the expenses....
Tracking Your 2020 Paycheck Protection Program (PPP) Loan Expenses for Tax Time
If you own a small business, regardless of the kind of business or its form, and have received, hope to receive, or know someone who has received funds from the Paycheck Protection Program (PPP), then this message applies to you. The IRS released a notice (Notice...
Covid-19 Tax Filing Guidelines for 2019 Connecticut Tax Filers & FAQs
(Updated March 24, 2020) We wanted to keep you updated on the latest information we have regarding taxes – both filing and payments – for both the IRS and the state of Connecticut. There are some updates that we want to report as a result of the current health...
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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.