128 Financial | CPA, Taxes, Bookkeeping

We had the pleasure of working with 128 Financial and feel compelled to share our exceptional experience. As a small business owner & investor, I have complex needs that require a heightened level of expertise not all CPAs possess. High communication, attention to detail, favorable response time & domain expertise in Amazon FBA / rental properties / equity markets, etc... 128 Financial exceeded expectations by all measures. Lance follows a methodical process that adds a level of efficiency not encountered previously & his ability to effectively communicate complex accounting principles / rules in an easy to understand manner is a key differentiator vs other accounting firms. If you want to work with a boutique firm that offers a tiered service based on individual needs & has impeccable service, I highly recommend speaking with 128 Financial. Filing yearly taxes is daunting & Lance provided us with what we desired most; peace of mind.
Aug 7th, 2023

We had a very complicated tax situation this past year and knew we needed professional help, but didn't know where to start. Fortunately, after we connected with Lance at 128 Financial, he broke things very complicated concepts for us in layman's terms and walked us through the entire process. Through a series of meetings over several months, 128 Financial completely addressed our needs, with frequent communication throughout the process and solid expectation-setting. We're relieved and grateful to have found 128 and will continue to be clients in the future. Definitely recommend this CPA to anyone looking!
Sep 5th, 2021

Lance is truly the best! After several years of bouncing around with different tax preparers, a friend recommended we try Lance. From the very start, I immediately noticed the difference. Lance was professional, extremely quick to respond to my questions, and explained our options in a way I could easily understand. Our tax return was ready in record time and he made the process as painless as possible. I am happy to know I have Lance as a resource for years to come in both taxes and personal finances! I highly recommend 128 Financial.
Jun 15th, 2021

Lance has truly been a godsend. We were a mess when we started working with him. Like 4 years behind on our taxes - mess! With the patience only a parent can give, he helped us get caught up within months. He was super attentive, professional and extremely knowledgeable on all things taxes, credits and much more. Superb organization, communication, and most importantly, transparency every step of the way. Thanks to Lance, our 2020 tax year was the first time we did not file an extension in 8 years!! It feels amazing to finally have our taxes in order and we promise to NEVER look back! We are forever indebted and will always be grateful for his guidance and support.
Aug 12th, 2020

I came to 128 Financial after having done my own taxes for many years via online software. I had sold some property and had other, more complicated transactions that I really wanted to have an accountant look at rather than having to handle myself. In fact, I was dreading the whole tax process and what that might mean for me. Lance was able to quickly assure me that hed be able to help. He looked at all my transactions and was able to find the best possible path forward. It was a huge relief to know that I was not only in good hands but I had established an amazing financial resource that will help me in years to come. Since that initial encounter, weve moved on to some financial planning services and I couldnt be more excited to continue my relationship with Lance and 128 Financial.
Apr 8th, 2021