*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
5225 N Ironwood Rd
Milwaukee, Wisconsin 53217
I found Lance Gordon through reviews and I have to say the reviews are accurate. Lance is very smart and has a ton of experience. He is also personable and able to explain things to you in a way that they make sense. Pricing is very reasonable and instead of using TurboTax I will be going to see Lance. I normally don't leave reviews but all I can say is that I enjoyed my experience so much, I felt like Lance needs some more praise online. 10/10.
Lance has been great to work with! As a business owner, Lance has made it easy and understandable when filing my taxes and is easy to communicate with. He helps me understand the ins & outs of taxes and I know I can rely on him to ensure everything is filed correctly. I recommend him to anyone filing their taxes!
Lance is an absolute brainiac when it comes to your finances especially in regards to taxes. He is a retired IRS computer audit specialist with 30+ years of experience and takes yearly seminars to get up to date information on new tax credits etc. Whatever your situation is he will get you the highest legal return or in the case for those whom owe the least amount owed possible. I cannot express how efficient and knowledgeable this man is and I recommend him to anyone and everyone whom has any financial n
I am a loyal customer for many years now. Lance is a friendly and knowledgeable person. Willing to help complete my taxes quickly. I have never had any issues with filing, or IRS. True professional in his line of work. I plan on continuing to go to Lance for all my tax filings.
This is the first time I've worked with someone to complete my taxes due to some additional paperwork this year. Lance was super helpful at explaining things and going over ways to save each year. I highly recommend Lance for all your tax needs!
I'll say this from my heart. I'm an entrepreneur and I have been coming to LGA tax services for a couple of decades. Lance Gordon has been the best and an expert at helping me solve all my tax woes I tell you I came from another company who had my taxes all messed up and I've been coming to Lance ever since. I will never go nowhere else so I'll say thank you for saving me from all the tax headaches my friend take care and God bless ??????
We have been with Lance for few years now . He is very knowledgeable about the tax laws . I recommend him to any one who needs to get their taxes done or any tax issues they might have .
Undoubtedly, this team especially Lance Gordon and his son Chris Are the most down-to-earth professionals you will encounter. I highly recommend them for all your professional tax preparation needs. My wife and I will continue to return year after year!
Lance is not only incredibly smart and helpful, but just a great human being. He has helped beyond belief and I?m forever grateful
Lance will do the work to make the most out of your taxes and do a thorough review of your documents. I do recommend!
I can't begin to explain how thankful I am for being referred to LGA Tax services. After an absolute nightmare with HR Block and another Smaller Tax Firm I finally found Lance Gordon and he did more in 2 weeks than those places could do in 2 years. I am still shocked and will recommend LGA Tax Services to any small business owners or individuals in a pinch with taxes. I feel like I can breathe again. THANK YOU!!
Highly recommend! Very friendly, knowledgeable, and professional. Easy to set up an appointment. I will be going back every year.
I am so very pleased that I engaged Lance Gordon/LGA Tax Services to prepare my individual tax return. On the initial visit, he spent a good deal of time assessing my tax situation which is complex and has changed significantly. I got very useful advice/guidance. Communication about and during the process was great and taxes were prepared quickly. Reasonable prices and a great value. I will recommend and use the services again (and again).
Personal, trust, multiple companies; for the past 3 years Lance has done an amazing job. Very professional, highly knowledgeable. I can't say enough about the positive experience I have had with LGA Tax Services. I run a much smarter business because of Lance!
Lance was able to take care of all my tax needs. I struggled with the irs and state for 6 years for back taxes. Lance and his team was able to help with all of my problems. Great place to work with
Lance is the best!! I have been using him personally for over 17 years and for my business since its inception in 2016. I have referred Lance to many friends and they are all very very happy.
Excellent experience! Lance is friendly and explains what he is doing every step of the way. He's worked for the IRS for 30 years, so he knows the ins and outs of taxes and tax law. Highly recommend!
It's a pleasure to have an expert like Lance do our taxes every year. He is an extremely knowledgeable resource with a plethora of experience that helps get the best possible filing. Pricing is very fair as well. Would recommend!
Lance Gordon and Associates has been doing my taxes for 4 years now and I wouldn't take my taxes to anyone else. They are efficient, professional and take great care of everything for me every year. I highly recommend using their services if you're in need of a good, trustworthy tax company.
Max Levin has been doing my taxes for many years. He does an excellent job and is very professional! Always, get's me the most I qualify for! Highly recommend!
Lance is a very smart and funny person to work with. Taxes are usually stressful, but Lance makes it a fun experience with great refunds.
When I started my small business, taxes were the part I worried about the most. Max has taken all that stress off of me, knowing I am in extremely knowledgeable hands. I am able to ask him my beginner questions and he walks me through everything I need to know in order to run my business well. I am very grateful for their support and skills so that I can achieve my goals!
I have trusted LGA TAX SERVICES for more than 10 years. I highly recommend their services. They have been helping me to reduce my taxes, and get a maximum of tax returns. Furthermore, their fees are very reasonable.
Max has prepared my taxes for many years. He has always been professional, trustworthy and extremely knowledgeable. It is a fantastic experience every year.
I had heard of Lance Gordon's services through a mutual friend and decided to give him a call. We switched over to his service and have been there ever since. That was 5 years ago. Very Pleased.
LGA Tax Services are the GOLD STANDARD in tax preparation and accounting! They will prepare your taxes and get maximum refund, and they charge a very fair price. They have years of experience and vast knowledge of IRS tax code so they find every deduction, and maximize your return. They are very friendly and helpful too. I highly recommend them!
For reasons I won't bother delving into, tax season is always a stressful nightmare for me. I have bounced around a handful of different CPA's the last few years, and I can't say enough about how great Lance was with my taxes. He was even able to rectify a mistake on a previous tax return that an old CPA gave up on trying to solve. Took one look at my old return, saw the issue, and *boom*, an extra $600 bucks in my pocket. Overall he just made the process easy. He's incredibly knowledgeable, easygoing, and
We have been using Lance and team for years and really appreciate their wealth of knowledge and flexibility of hours when it comes to tax time!
Lance is the best. Told me he would walk me through the process every step of the way and that?s exactly what he did. Knows so much and taught me a lot!
I had a great experience with LGA. Lance knows all when it comes to taxes and accounting. I highly recommend LGA for anything tax or accounting related.
Amazing service! So grateful for their expertise!
Very knowledgeable and great people to work with.
Very experienced, knowledgeable, and great price!!!
Lance and his staff are super! I always recommend him whenever I know someone is looking for tax prep and accounting help.
Max and Lauren at LGA Tax Services were wonderful!! They really do work hard to get your max tax back!
LGA is the best. We do our taxes every year here and have never been let down. Fantastic.
Very professional, great to work with!!
Trustworthy and very knowledgeable in all tax related questions. Have been using their services for years.
Very pleased with our tax services. Lance answers all our questions and works in a timely fashion.
Been going to LGA for 15yrs and I couldn?t be more pleased with the service.
Wonderful !!! great to work with
Hands down best place to go. If you're looking for knowledgeable experienced CPA.
Great service, would highly recommend.
Great Service and very ecperienced staff. Highly remended!
Great service. Honest & reliable.
Found past mistakes from h&r
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.