Individual Tax Preparation

Individual Tax Preparation From a Connecticut CPA

Whether you have a straightforward W-2 return, own investments or rental property, are self-employed, or have a more complex tax situation, Lake Accounting & Tax takes the time to understand your circumstances and find tax-saving opportunities. The goal is simple: accurate returns, responsive service, and no unnecessary surprises.
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Who This Service Is Built For

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    W-2 employees who want more than a fast, generic filing
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    Self-employed clients with business income to report on their personal return
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    Investors with capital gains, dividends, or a brokerage statement that runs a few pages
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    Landlords and rental property owners managing more than one property
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    Retirees juggling Social Security, pension, and IRA income
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    Anyone with multiple income sources or a return that changed significantly this year

What’s Included With Tax Preparation

Every engagement starts with a free consultation to review what documents and information will be needed, in person for Connecticut clients or over the phone for anyone outside the area. From there, Lake Accounting & Tax prepares and files your return, flags anything that could trigger an audit, and looks for deductions and credits that get missed on DIY software. Services include:
  • Z Federal and state income tax returns
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    Self-employed and small business tax returns
  • Z Investment and capital gains reporting
  • Z Rental property income and expenses
  • Z Retirement and Social Security income
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    Tax planning and estimated tax payments
  • Z Prior-year and amended tax returns
  • Z Help responding to IRS and state tax notices

Clients also get guidance on using tax-advantaged accounts effectively, like retirement and IRA accounts or health savings accounts. Not just at tax time, but as part of planning for next year.

WHY A CPA

More Than Just a Tax Return Number

Seasonal tax preparers show up in January and disappear by May. As a local CPA firm, Lake Accounting & Tax works differently: you get direct, personal attention from an experienced tax professional who understands your situation and is available to answer your questions year-round.

That matters if a question comes up in July or your situation changes mid-year in a way that affects what you owe. As a licensed Connecticut CPA with 15 years of financial services experience, Dave Lake, CPA/MBA, brings a level of scrutiny to your return that a seasonal preparer working from a script typically won’t.

PROPERTY OWNERS

A Closer Look for Landlords and Property Owners

Owning more than one property, whether it’s a rental or a vacation home, adds complexity that’s easy to get wrong on your own. Rental income, depreciation, and deductible expenses all need to be tracked correctly, and mistakes here are a common trigger for an audit or a follow-up letter from the IRS.

Lake Accounting & Tax helps property owners stay compliant year after year, not just at filing time, so a rental you picked up mid-year or a property you’re thinking about selling doesn’t catch you off guard the following April.

What to Bring to Your First Consultation

You don’t need to have everything perfectly organized before reaching out. A general sense of your income sources, like:
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    W-2s, 1099s
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    Rental income
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    Investment statements

These are enough to start the conversation. Dave will walk you through exactly what’s needed from there, and clients outside the Meriden area can handle the entire process over the phone.

If last year’s return was prepared somewhere else, bringing a copy along helps too. It gives your CPA a starting point and often surfaces deductions or issues that were missed the first time around.

Free Consultation

Get Your Free Consultation

Find out what your return actually needs before tax season gets busy. Contact the Meriden office to get started.

Schedule A Free Consultation