Lake Financial Services, LLC

Financial, Accounting, and Tax Services for

businesses and individuals in Connecticut

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 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

Small Business Accounting & Taxes

Individual Tax Planning & Preparation

Tax Problems & IRS Issues

Day Trader Tax Preparation

Fractional / Part-Time CFO

Days Until March 15 Tax Deadline

“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 ”

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Dedicated to Client Success

Through exceptional customer service and regular communication throughout the year, Lake Accounting & Tax LLC is your partner for financial success

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

Financial Calculators Securely Send Us A File Track Your IRS Refund IRS Tax Forms CT State Tax Forms 130 Research Parkway Meriden, CT 06450 Phone: (203) 634-7549 Fax: (203) 343-0902