Full-service accounting and tax firm dedicated to client financial stability
Dave Lake · CPA, MBA · Hartford, Connecticut, United States
4
Services
Meriden, Madison, Connecticut
Service area
Lake Accounting and Tax LLC is a Connecticut-based CPA firm founded by Dave Lake with over 25 years of experience in the financial services industry. The firm offers comprehensive financial, accounting, and tax solutions for businesses and individuals throughout Connecticut and other states. Services include small business accounting and taxes, individual tax planning and preparation, fractional or part-time CFO services, estate planning, day trader tax preparation, and tax problem resolution including back taxes, IRS payment plans, and non-filed returns. Dave brings extensive experience from KPMG, Deloitte and Touche, and roles as CFO of entrepreneurial startups where he successfully raised $2.5 million in venture financing. He 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, where he taught from 2011 to 2021. The firm emphasizes financial literacy and communication as key to sustainable business growth and personal financial success. Free consultations are offered to clients in surrounding communities of Meriden, Madison, Guildford, Clinton, and Old Saybrook.
Dave Lake
CPA, MBA · MBA University of Maryland, BA Accounting Southern Connecticut State University, CPA Connecticut
Credentials: CPA
Languages: English
Serves: Meriden, Madison, Connecticut
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