We care about your tax and accounting needs.
At L. Lopez, CPA & Associates Inc., we care about your tax and accounting needs. For over 40 years, our family-owned practice has been committed to helping individuals and small businesses in the Bay Area and beyond thrive, manage, budget, and plan for the future.
Our Story
Our business started with our founder, Tony Lopez, who built our client base and planted the roots of our company. He brought his daughter, Lori, on board to utilize her 5 years of experience with the Internal Revenue Service (IRS) to partner with him in growing the firm, which allowed us to provide a wider range of services to assist our clients. Throughout our history, we have maintained a strong commitment to helping individuals and small businesses succeed.
Our Services
We offer a wide range of services designed to help you achieve your financial goals. Our services include:
- Tax Preparation: We specialize in individual, partnership, corporation (C & S), LLC, trust, and estate tax return preparation. Our experienced team will guide you through the tax preparation process, ensuring you receive the maximum refund you're entitled to.
- IRS & State Representation: We provide professional representation during audits, ensuring you receive the best possible outcome. Our experience with tax authorities enables us to guide you in your dealings with federal and state agencies.
- Small Business Accounting: We offer customized accounting services for small businesses, including financial statement preparation, budgeting, and financial benchmarking analysis.
- Bookkeeping: Our experienced staff can help you with the organization and day-to-day tasks of bookkeeping, ensuring you have accurate financial records.
Our Approach
Our approach is to fully understand your personal goals, business ambitions, and industry in which you compete. Our team will formulate a strategy that we believe will provide you with exceptional personal service catered just to you. We take the time to listen to your needs, providing personalized attention and tailored solutions to help you achieve success.
Our Team
Our team is led by Lori Lopez, CPA, who has extensive experience in tax preparation and accounting. Our staff is comprised of experienced professionals dedicated to providing exceptional service to our clients.
Why Choose Us
At L. Lopez, CPA & Associates Inc., we pride ourselves on our commitment to helping individuals and small businesses succeed. Our family-owned practice has been dedicated to providing exceptional service for over 40 years. Our team is dedicated to helping you achieve your financial goals, and we look forward to working with you.
Overall Impression
The reviews of L. Lopez, CPA & Associates Inc. are overwhelmingly positive, with clients praising the professionalism, knowledge, and personalized approach of Lori Lopez and her team.
Positive Comments
- Clients appreciate the firm's attention to detail, effective communication, and commitment to accuracy.
- Many reviewers have been with the firm for multiple years, indicating a high level of satisfaction and trust.
- The personalized approach and responsiveness of the team are particularly noted as strengths.
Negative Comments
- One reviewer had a negative experience, citing dishonesty and unauthorized extensions that resulted in additional costs.
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