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Accounting Firm

Lake Financial Services, LLC

Connecticut accounting, tax and financial services firm for individuals, traders and small businesses

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About Lake Financial Services, LLC

Lake Financial Services, LLC is an accounting and tax firm serving Connecticut, with offices for its CPAs in Meriden and Madison. Its website is branded Lake Accounting & Tax. The firm helps individuals, day traders and business owners with tax, bookkeeping and planning.

Services

  • Tax preparation and planning: for individuals, executives and traders of securities.
  • Small business accounting: including QuickBooks services and cash flow management.
  • Business advice: planning, bank financing, new business formation and succession planning.
  • Part-time CFO: senior finance support for smaller firms.
  • Litigation support: financial analysis for legal disputes.
  • Tax problem help: back taxes, payment plans and unfiled returns.

Clients

Clients include business owners, retirees, families, professionals and securities traders. The principal, a licensed CPA in Connecticut, has about 25 years in financial services and previously worked at large accounting firms.

Key facts

  • Based in: Meriden, Connecticut, United States
  • Team: CPAs with over 30 cumulative years of experience

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-29. Organic ranks only; sponsored placements are never ranks.

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