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
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...
Year-End Tax Planning in Connecticut: Starting Early Saves Money!
It is never too early to think about your income taxes. In fact, the end of the year is the perfect time to be sure that you are taking advantage of tax savings. If you let the year closeout without this type of planning, you risk throwing away money that could be...
What to ask an accountant in Connecticut before hiring them
Whether you’re hiring a CPA for the first time, or you’re looking to make a change from your current tax professional, it’s important to find the right professional for your tax needs. Ask your potential new CPA the following questions to make sure you are both on the...
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.