Our People

Karen A. Lake, CPA, CFST

Director of Tax Services

For nearly 20 years, Karen Lake has focused on helping businesses and individuals develop their tax structure and navigate complex state and local scenarios.  She has specialized experience in state tax risk, improving cash flow and federal and state credits and incentives.

Prior professional opportunities enable her to present a 360-degree perspective to her clients. With experience as a senior advisor in Big 4 public accounting firm, a member of corporate tax department and a state auditor, she understands the full range of tax issues most businesses face.

Areas of Focus

  • Credits and incentives
  • Employment tax
  • Excise taxes
  • Income and franchise tax
  • Indirect tax
  • Mergers and acquisitions
  • Property tax
  • Research and development
  • State tax controversy
  • Unclaimed property


  • Florida Atlantic University – Bachelor of Science in Accounting

Industries Served

  • Airlines
  • Entertainment and media
  • Hospitality
  • Marine
  • Manufacturing
  • Real estate
  • Retail
  • Software and technology
  • Transportation
  • Wholesale distribution

Community Involvement

  • Dolphins Challenge Cancer
  • BPB Talking Heads Toastmasters Club - Past President Toastmasters District 47 - Past Chair, Distinguished Toastmaster