Lenz Aicopi

At Iacopi, Lenz & Co., Accountancy Corporation, we are dedicated to delivering top-notch financial services to individuals and businesses. Our team of experienced professionals has a deep understanding of the complexities of tax laws and accounting principles, ensuring that our clients receive the best possible assistance in navigating their financial landscape.

Our History

Our firm has a long history of providing exceptional service to our clients. We have built a reputation on our commitment to excellence, our attention to detail, and our unwavering dedication to our clients' needs. Over the years, we have helped countless individuals and businesses achieve their financial goals, and we continue to strive for excellence in everything we do.

Our Values

At Iacopi, Lenz & Co., we believe in the importance of integrity, honesty, and transparency. We understand that our clients entrust us with their financial information, and we take this responsibility seriously. We are committed to maintaining the highest standards of ethics and professionalism, ensuring that our clients can trust us to handle their financial affairs with care and precision.

Employment Opportunities

We are always looking for talented and dedicated professionals to join our team. If you are interested in a career with Iacopi, Lenz & Co., please visit our employment opportunities page to learn more about available positions and how to apply.

Our Team

Our team is comprised of highly skilled and experienced professionals who are dedicated to providing exceptional service to our clients. From certified public accountants to certified financial planners, our team members have the knowledge and expertise necessary to handle a wide range of financial services.

Some of our team members include:

• John T. Iacopi, CPA/ABV, CVA, CBA
• Susan H. Lenz, CPA
• Michael S. Butler, CPA, MBA
• James J. Acosta, CPA, MBA
• Paula M. Frago, CPA
• Tami Horita Louie, CPA, CFP
• Constance D. Logan, CPA, JD
• Kathy L. Morris-Marr, CPA
• James H. LaForest, CPA
• Dina P. Marasigan, CPA
• Amber Hibbs Bell, CPA
• Michael P. Anselmo, CPA
• Adam Souza, CPA
• Patricia Melton, E.A.
• Chrissy Faria
• Cody Bates
• Emily Geiszler
• Jacob Corralez
• Tom Lenz
• Rene Catania

Services

We offer a wide range of services to meet the financial needs of our clients. These include:

• Services for Individuals: Personal financial planning, retirement planning, estate planning, and elder care.
• Business Services: Small business accounting, payroll, audits, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, and internal controls.
• Tax Services: Tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, innocent spouse relief, and getting your IRS file.
• QuickBooks Services: Why QuickBooks, QuickBooks setup, QuickBooks training, QuickAnswers, QuickTune-up, and buying QuickBooks and saving.

Whether you are an individual looking for personal financial planning or a business seeking strategic business planning, we have the expertise and resources to help you achieve your financial goals.