Updated:
← Back to Top 12 Bookkeepers Elsewhere in Connecticut (2026)Lake Accounting & Tax LLC
What we could verify
- Registered business?
- Registration found: Connecticut Secretary of the State, status Active, formed 2022
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: non-profits (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Lake Accounting & Tax LLC | /contact | |
| Website | https://lakefsllc.com/contact/ | /contact | |
| Office locality | Meriden, CT | /contact | |
| Phone | +12036347549 | /contact | |
| Offers bookkeeping | Documented: ...your primary focus should be on growing your core business. Administrative tasks like bookkeeping can quickly become time-consuming distractions. The immediate solution might be... | /client-accounting-services | |
| AP / AR | Documented: ...software program, but set up the entire accounting package. This may include payroll, accounts receivable, inventory tracking, or other areas. In addition to starting QuickBooks... | /quickbooks-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...the software program, but set up the entire accounting package. This may include payroll, accounts receivable, inventory tracking, or other areas. In addition to starting... | /quickbooks-services | 4 pts (max 4) |
| Industries served (documented) | non-profits | /about | 5 pts (max 5) |
| Software supported | QuickBooks | /quickbooks-services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /client-accounting-services | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for David Lake · CPA (self-reported to the IRS, not a state license) · business name on the record: Lake Accounting and Tax LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...flexible, affordable solutions for growing businesses. We offer solutions that include: Basic bookkeeping Account reconciliation Real-time cash flow management Customer and... | /client-accounting-services | 5 pts (max 5) |
| Entity found in the state business registry | Business registration found: Lake Accounting and Tax LLC · CT account 2650299 · Connecticut Secretary of the State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2022-10-24 (registration date of a Connecticut-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
Check it yourself on the state's own records: Connecticut Department of Consumer Protection license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists David Lake under the business name 'Lake Accounting and Tax LLC' in MERIDEN, CT, with CPA on the record. It is one individual's IRS preparer record, not a firm license or a directory listing. A CPA entry there is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Connecticut Secretary of the State business registry (data.ct.gov n7gp-d28j) lists Lake Accounting and Tax LLC (CT account 2650299), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2022-10-24 as the registration date of a Connecticut-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 18 of 22 evidenced items come from Lake Accounting & Tax LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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