Connecticut-Based CPA Celebrates 10 Years In Business & Honors Departed Pet Dog
Lake financial services marks ten years of taking the taxation out of tax season
By: Lake Financial Services, LLC
MERIDEN, Conn. - May 14, 2019 - PRLog -- Lake Financial Services celebrates their Ten-Year Anniversary this month and honors his recently-departed and dearly-loved dog, Jake, by collecting donations from clients for two local animal charities. These donations will be matched by Lake Financial Services. If they could have filed an extension on having a pet around, Lake Financial Services would have found a way.
Since opening their doors in 2009, Lake Financial Services, LLC has helped small business owners with a full range of personalized services to meet their accounting needs. With two locations - one in Madison and one in Meriden - Lake Financial Services is a resource for its local communities as well as New Haven, Guilford, Wallingford, and Hartford and is one of the leading firms in the area. Over the years, they continue to combine expertise, experience and the energy of their staff so that each client receives close, personal and professional attention.
"When I opened my firm 10 years ago, my goal was to help individuals and businesses understand the technical and complex nature of their finances and tax situations,"
Lake has spent over 25 years in the financial services industry and has acted as CFO in two previous entrepreneurial start-ups. He focuses on all phases of the wealth management process, including financial consulting and tax preparation. Dave moved back to Meriden ten years ago and resides in the house where he spent his childhood.
Lake recalls, "I look back on the 10 years of service I've offered to my clients and am amazed at how both my business and I have grown as an advisor and CPA. I'm incredibly appreciative of all my clients for their trust and support."
"Dave Lake is a trusted advisor and our accountant. He provides tax services for us personally, for our business, and provides keen insight into the orations and financial management of a small firm," says Claudia W. Englisby, Esq, with Disability Planning Partners, LLC in Hartford, CT. "His tax planning guidance has been instrumental In our day to day operations."
The firm has processed thousands of tax returns, reconciled hundreds of bank accounts, helped client's close countless deals and business valuations, as well as numerous other services. Lake and his team look forward to working alongside established and new clients in the future. However, as client-driven as the firm is, perhaps the most special member of the team was Dave's dog Jake, who even has his own bio on the company website.
"Jake had shared every tax season with me other than this ones," says Lake. "It was strange not having him in the office with me during the long, final days of this year's tax preparations. Jake was a great companion and helped keep me sane as I was knee deep in tax returns over the years. I miss him terribly and want to do something to honor his passing, so I arranged to make two donations to local animal charities in the communities we serve:
Lake has collected donations from clients in any dollar amount in Jake's name - and matched them - in order to donate $1500 to both Saving Paws (who work in association with the Meriden Animal Control) - www.savingpawsct.org - in Meriden and the Madison Police K9 unit- www.madisonct.org/
For more information and media coverage please visit www.lakefsllc.com, email firstname.lastname@example.org or call 203-634-
Lake Financial Services, LLC is a full-service accounting and tax firm dedicated to providing clients with solutions to reach their goals without compromising their financial stability. From wealth management and financial consulting to tax services for traders, our Meriden and Madison CPAs offer the professional support and personalized service needed to achieve a predictable future.
Saving Paws mission is to aid the homeless and neglected animal population of both Meriden and the State of Connecticut. Saving Paws works to nurture, adopt, educate and support the animals in our care as well as the individuals and organizations that rescue them.
Dave Lake, Lake Financial Services, LLC
Page Updated Last on: May 14, 2019