Testimonials

"David goes above and beyond what is expected. His ability to understand business owners needs is refreshing. He gets to the core of the problem and solves it to increase your productivity and efficiency."

     - Gregory Ward

"David is a fantastic CPA. David is so knowledgeable, I don't know how he keeps up with the ever changing tax code, but every time I talk to him I learn something new that will help me or my clients. I have referred many clients to David and they all have had great success with him at their sides. Thank you to David Lake for making me look like a hero to my clients. I'll keep the referrals coming."
     - Sandra Kelsey

"It is not often I come across a CPA firm that has the due diligence, attention to detail, service level, expertise, and values that are on par with myself and what I expect out of a company. David Lake and Lake Financial Services had surpassed my expectations and it is for that reason I HIGHLY recommend David and his firm to my clients."
     - Mark A. Sack, NorthStar Wealth Partners

"Dave Lake possesses the rare combination of deep quantitative and analytical skills coupled with an engaging personality that clearly signal his expertise and dedication to his clients. I entrust Dave with guiding my family’s tax and financial planning because of his commitment to providing professional advice tailored to one’s goals in a timely and detailed manner. Lake Financial is well on its path to becoming the preeminent tax and financial planning organization in Connecticut and throughout the Northeast."
     - Samuel LaNasa

"Dave is extremely knowledgeable and his clients are very pleased with his personalized service."
     - Karen Kottage

"We thought we were in good hands with our accounting until we met David Lake. His compassion and knowledge far surpassed that of other accountants we had met. Not only did he do our taxes, be he provided valuable resources and contacts for us to plan our financial future and get everything in much better order. He is always available for us and always greets our questions with a positive attitude. With his help, he set us forth on a more stable path and for that, we are truly thankful."
     - Christina & Benjamin Racho

"I have been using Lake Financial Services for two years now to do our personal and small business taxes. When it came time to grow my business and become a Limited Liability Corporation (LLC), David was the only person I would consider using to execute this step for me.  He made the process easy and he presented all of the materials to me in a very professional way.  David's knowledge and commitment to his clients is above and beyond what you would ever expect. He truly cares for his clients and is passionate about making sure they make the best decisions about their personal and business finances. I highly recommend him to all of my friends, family and colleagues." 
    - Lliy & Camelia Photography LLC