We Love Numbers.
Especially Yours.
Financial, Accounting, and Tax Services for
businesses and individuals in Connecticut
Meriden
130 Research Parkway
Meriden, CT 06450
(203) 634-7549
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.”
He focuses on all phases of the wealth management process, including financial consulting and tax preparation.
Dave Lake
CPA/MBA
Services
Small Business Accounting & Taxes
Individual Tax Planning & Preparation
Estate Planning
Tax Problems & IRS Issues
Day Trader Tax Preparation
Fractional / Part-Time CFO
Days Until October Filing Deadline
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“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
Tax Harvesting in Connecticut: The What, Why, and How
The term “tax harvesting” refers to using current investment holdings in a loss position to decrease the amount of income tax that you may have to pay. Tax harvesting can help reduce your income tax bill. Harvesting can be a good idea if you have been holding...
Top 5 Concerns for Connecticut Small Business & Long-Term Planning
Small business owners in Connecticut have a lot of obligations—from keeping up with inventory to balancing big-picture strategy. From a long-term strategy standpoint, small businesses need to be aware of issues that could make or break the company. These concerns will...
The Most Important Retirement Questions in Connecticut Are Not Financial
Often, my clients ask me about retirement. They want to know: How will taxes impact my retirement? How much do I need to retire? And most importantly—WHEN can I retire? When clients ask me these questions, I have even more questions in return. Optimizing taxes is...
Service
Dedicated to Client Success
Through exceptional customer service and regular communication throughout the year, Lake Accounting & Tax LLC is your partner for financial success.
Free Consultation
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.