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About

Lake Accounting & Tax LLC is a CPA accounting and tax firm based in Meriden, Connecticut. The firm works with individuals and businesses, including small businesses, day traders, executives, professionals, retirees, and families, on tax, accounting, and financial service needs.

Its services include individual and business tax preparation, tax planning, tax resolution, IRS notice and audit help, accounting services, bookkeeping, payroll, sales tax, and new business formation. The firm also lists business-focused support such as client accounting services, cash flow management, bank financing, part-time CFO services, QuickBooks services, succession planning, and strategic business planning.

Lake Accounting & Tax LLC serves clients through in-person and remote service formats. Source materials also describe Dave Lake as a Connecticut CPA with an MBA and experience in financial services, public accounting firms, and CFO roles for entrepreneurial start-ups.

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Services

Accounting services

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New business formation

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Bookkeeping services

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Payroll services

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Business tax preparation

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Individual tax preparation

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IRS notice and audit help

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Sales tax

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Tax planning

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Tax resolution

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Tax services

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Service areas

Central ConnecticutCT

Credentials

CPA

Client types

Small businessesIndividualsBusinessesDay TradersExecutivesProfessionalsSecurities traders? (not explicit)

Tax focus

Day Trader Tax PreparationEstate PlanningIRS IssuesTax PlanningTax Preparation