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Strong Financial Network, LLC

Strong Financial Network, LLC

Reviews Summary

Customers consistently praise Strong Financial Network for their exceptional service, expertise, and personalized approach to financial planning. The team is described as professional, friendly, and highly communicative, offering comprehensive guidance on investments, retirement, and social security. Clients appreciate their proactive support, attention to detail, and genuine care for their financial well-being. Many highlight the firm's ability to address individual needs, foster trust, and provide clear, actionable advice. The overall sentiment reflects deep satisfaction and strong recommendations for their services.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

1605 S Main St

Lakeport, California 95453

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

The crew at Strong Financial are absolutely terrific! All of them are so nice and thoughtful. They explain things well, always answer all my questions, and follow through with what they say they will do. I really appreciate the communication with them in person, in writing, and online. This is a first class team!

Strong Financial is the best! Their team is absolutely amazing, kind, helpful and they truly are financial experts! My husband and I are so thankful we invested in our future. We know wholeheartedly that Strong Financial will be there to support and protect our financial well-being.

Jennifer and her team have been instrumental in guiding us towards a secure financial future, not just for my husband and me, but also for our children and employees. Their expertise, assistance, and commitment to excellence have consistently impressed us. They possess a deep understanding of financial matters and have proven adept at maximizing the growth of our contributions. We couldn't be more grateful for their invaluable support.

I highly recommend Strong Financial Network, in Lakeport, CA, with their broad base of financial knowledge, for advice on finances and as a safe place to invest. Jennifer Strong, who began the company some decades ago, is beloved in the community, and she and her company has helped so many families grow their nest eggs, throughout more than one generation. When I retired from Sutter Pacific Medical in October of 2022, Jennifer helped me move my retirement and 401k accounts into appropriate accounts for my

I am very happy that I invested my 401K money with Gabe and Jennifer Strong . I just had a zoom meeting with Gabe and he answered all my questions and gave me some excellent financial tips. In my experience some investment firms resist giving you advice especially about up and coming retirement and their $ minimums are too high for regular people. Gabe is considering all aspect of my retirement (including Social Security) so that when that day comes I will make the best of what I have. I am very happy t

Jennifer and Gabe and their team are very professional, friendly, and approachable. As clients, my family feels very well cared for in our financial life and beyond. We value their commitment to their clients and to their community of Lake County, California. We put our trust in Strong Financial and you can too.

My wife and I moved to Northern California twenty years ago. We each had several decades of work with the same company under our belts and were approaching retirement. We had worked with a good Financial Planner prior to our relocation and realized we would benefit from professional services on a local level...if we could find a quality business. We were fortunate to find Jennifer Strong and her Strong Financial Network team. We spoke with several planners, but quickly selected Strong Financial as they

I love working with the experts at Strong Financial Network! The annual meetings keep my future on track. It's not just about the investments - it's about the whole person. They ask about the kids, the new car, my social security account - anything that has any impact on my future. They always make me feel well cared for. Thank you!!!

I am a client and was amazed at how proactive Gabe and the staff got immediately after being confronted with what seemed an insurmountable issue.

Jennifer & her staff are incredible !!

Professional and reliable

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.