Lake Accounting & Tax LLC

Tax Return Preparation, Accountants-Certified Public, Accounting Services

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15 Years

in Business

(203) 634-7549Call Visit WebsiteVisit Website Map & DirectionsDirections130 Research ParkwayMeriden, CT 06450 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	9:00 am - 6:00 pm
Fri:	9:00 am - 4:00 pm

Places Near Meriden with Tax Return Preparation

Durham (8 miles)
Wallingford (8 miles)
Middletown (10 miles)
Berlin (11 miles)
Portland (11 miles)
Cheshire (12 miles)
Cromwell (13 miles)
Southington (13 miles)
Plantsville (13 miles)
Northford (14 miles)

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Extra Phones

TollFree: (888) 747-7881

Phone: (860) 634-7549

Other Links

https://lakefsllc.com/contact

Facebook Page URL

Categories

Tax Return Preparation, Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financial Services, Taxes-Consultants & Representatives

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Details

Phone: (203) 634-7549

Address: 130 Research Parkway, Meriden, CT 06450

Website: https://lakefsllc.com/contact

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Lake Accounting & Tax LLC

Tax Planning
Dec 4, 2020 | Individual Finance, individual Taxes I recently participated in a webinar to talk about proactive year-end tax planning. I was a co-host with Christopher Calandra. You can watch the entire webinar here or on YouTube. If you have tax planning questions, please call one of our offices. We can provide...
Estate Taxes
Tax Services
Jan 27, 2021 | individual Taxes If you are like most Americans and have to do your taxes every year, you may wonder about the benefits of using a professional service instead of doing taxes yourself. You may also consider whether there is a real difference between tax preparation services like...
Tax Deductions
Business owners, even small business owners or independent contractor, must keep compliant with tax requirements throughout the year. This includes keeping necessary receipts and statements, and correctly documenting expenses. For instance, an owner of a rental property or a small business may need to keep track of his/her mileage in order to maximize the potential tax deductions and minimize your potential tax burden. In addition, he/she might need to make quarterly tax payments throughout the year or pay themselves a salary to avoid interest and/or penalties to the IRS or state taxing agencies.
Income Tax
Sep 12, 2020 | Business Tax Filing, Individual Finance, individual Taxes No one likes paying taxes. If there are any methods you can use to save on your tax obligations, then you likely want to know about them. Thankfully, there are some very specific tax savings opportunities for those who live in Connecticut and pay income tax here. A...

Wealth Management
He focuses on all phases of the wealth management process, including financial consulting and tax preparation. “I’m not a transactional guy; I don’t want to see people once a year when they need to file their taxes,” Dave admits. “I want to help them throughout the year. If they are buying a new building, retiring, moving, etc., I can help them figure out how to do it. “These conversations work to strengthen the relationship we have with our clients.” He plans to continue to grow his practice in the coming years while working with closely held businesses. We can do many things to help them, including acting as an outsourced accounting and finance department.

Accounting Services
If you are already a QuickBooks user and need to clean up your current program, contact one of our CPAs or bookkeepers for a QuickBooks Tune-up. In as little as a couple of hours, a QuickBooks expert will reorganize your current bookkeeping system. We will review your transactions for the year, clean up entries, customize reports, and balance the general ledger. If necessary, we will also provide specialized training to any users and provide tips for easy usage.
Bookkeeping Services
Hiring a full-time bookkeeper can be costly. Therefore, smart small business owners are outsourcing these services to save both time and money. Lake Accounting & Tax LLC provides bookkeeping services to our clients all over the country, such as bank statement reconciliation, general ledger cleanup, and any other service that might be required along the way.

Financial Planning
Starting a new business takes planning and organization, let Lake Accounting & Tax LLC assist you in creating a marketing and financial plan that will start your new business on the ground running. As a client of ours, you will receive an array of start-up services, including assistance with preparing an initial business plan to clarify marketing, management, and budgeting needs.
Retirement Planning
Individuals can contact Lake Accounting & Tax LLC, to discuss your retirement planning needs. Whether you are a young professional or the retirement years are in sight, our CPAs can assist you. For those with aging parents and are unsure how to handle their tax returns, contact us for support. With over 25 years of public accounting experience, we can help you with the most complex tax situations.

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