Expert Guidance for a Brighter Financial Future
A Firm Focused on Your Financial Success
Lozano CPA, P.C. is a certified public accounting firm based in Houston, Texas, serving individuals and businesses across diverse industries. Founded in 2013 by Certified Public Accountant Rene Lozano, our mission is to empower clients through personalized financial guidance and meticulous tax planning.
Meet Rene Lozano, Your Trusted Advisor
Rene's over 20-year career in public accounting has honed his expertise in tax planning and compliance for small to mid-sized privately held companies. He has successfully guided clients in various industries, including construction, manufacturing, wholesale, restaurant, and service sectors. Rene is also adept at representing clients in tax audits and appeals.
Tax Compliance & Planning
- Ensure peace of mind by achieving complete compliance with federal and state tax regulations.
- Reduce your tax burden through strategic planning for upcoming taxable events.
IRS & State Representation
- Navigate IRS and state audits, appeals, and notices with confidence.
- Receive personalized guidance and support throughout the process.
Business Advisory
- Receive invaluable insights from experienced professionals to make informed business decisions.
- Enjoy customized guidance and timely updates to keep you ahead of compliance and financial trends.
Our Commitment
At Lozano CPA, P.C., we prioritize:
- Integrity: We uphold the highest ethical and professional standards.
- Client Focus: Your success is our success, so we tailor our services to meet your unique needs.
- Communication: We believe in open and transparent communication with our clients.
- Accessibility: We make ourselves easily available to answer your questions and address your concerns.
Partner with Lozano CPA, P.C. for
- Comprehensive financial guidance and tax optimization.
- Personalized and responsive client service.
- Expertise rooted in industry-specific knowledge.
- A trusted partner in achieving your financial goals.
Accountant Review Summary
Excellent Service and Expertise
The reviewers praise the accountant, Rene, and his team for their exceptional service, expertise, and dedication to their clients. They appreciate the prompt responses to emails, helpful guidance on managing finances, and the ability to maximize tax refunds.
Personalized Attention and Trust
Reviewers highlight the accountant's personalized approach, taking the time to educate clients on bookkeeping and providing tailored advice. They trust Rene and his team to handle their finances, feeling confident in their ability to navigate complex tax matters.
Convenience and Reliability
Clients appreciate the convenience of working with Rene, who replies to emails on the same day and provides valuable insights to help them make informed financial decisions. They also appreciate his ability to review previous filings and retrieve overpayments.
Concerns and Areas for Improvement
One reviewer expresses concerns about the cost of services, specifically the $1,500 retainer fee, which was a significant expense for their new law firm. They also mention that the accountant did not provide clear guidance on how far the retainer would go.
