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.
Client-Oriented Tax and Accounting Solutions
At our Meriden and Madison CPA firm, our goal is to provide clients with multi-faceted financial solutions that support their immediate and long-term financial goals. Our approach to financial success starts with developing personal relationships with each of our clients. Rather than assigning services we think may work, our CPAs take the time to discuss your goals and needs. By learning about your business first hand and understanding your personal needs, our team is able to create a customized strategy that dynamically fits your expectations.
Financial, tax, and accounting services at Lake Financial Services, LLC include:
Our clients receive more than accounting and tax solutions. With over 30 cumulative years of industry experience, our CPAs serve as resources for traders of securities, executives, professionals, and other individuals looking to maximize their income potential without risking compliance problems.
We believe that financial literacy and communication are key elements to achieving sustainable business growth and lasting success. By developing personal relationships with each of our clients, our team is able to help individuals and business owners alike better understand their financial needs and effectively communicate their goals. Through exceptional customer service and regular communication throughout the year, Lake Financial Services, LLC is your partner for financial success.
Lake Financial Services, LLC is proud to welcome clients throughout the surrounding communities of Guildford, Clinton, and Old Saybrook. For more information about our available services, to meet our team, or to schedule your consultation, contact our Team today.
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly. Please contact us for a free consultation.
We would love to hear from you!
© Lake Financial Services, LLC 2015