A Trusted Partner for Your Financial Success
Lozano CPA, P.C. is a certified public accounting firm based in Houston, Texas. Founded in 2013 by Mr. Rene R. Lozano, we have helped individuals and businesses achieve financial success through personalized tax planning, compliance services, and valuable advisory solutions.
Our Expertise
Our team of experienced professionals offers a comprehensive range of services designed to meet your unique needs. We specialize in:
Tax Compliance
- Ensuring compliance with federal and state tax regulations
- Filing accurate and timely tax returns for individuals and businesses
Tax Planning
- Developing tailored plans to minimize your tax burden
- Strategies for maximizing deductions and credits
- Guidance on retirement planning and estate taxes
IRS & State Representation
- Effective representation during tax audits and appeals
- Assistance with notices and correspondence with taxing authorities
Business Advisory
- Personalized guidance on financial planning and strategy
- Business valuations and financial projections
- Assistance with operational efficiency and cost reduction
Who We Serve
We serve individuals and small to mid-sized privately held companies across various industries. Our clients benefit from our personalized approach and unwavering attention to detail. We take pride in building strong relationships and becoming trusted partners in your financial success.
Our Values
At Lozano CPA, P.C., we uphold the highest ethical standards and values, including:
- Integrity: We maintain absolute transparency and honesty in all our dealings.
- Professionalism: We pledge exceptional client service and meticulous attention to detail.
- Commitment: We are dedicated to delivering personalized solutions and achieving your financial goals.
Overall Impression
The clients of PriorityAC Llc have shared their experiences working with Rene Lozano and his team, offering insight into the level of service and expertise provided. One client praises the accountant and his team, stating that they take care of their financial management and are "life-changing".
Customer Reviews
Rene and his team have received glowing reviews from satisfied clients. The first client praises the team's efficiency, responsiveness, and expertise in handling their finances. They emphasize the team's ability to maximize refunds and provide guidance on keeping books.
The second client also recommends Rene and his team, stating that they "are the best" and can help individuals and businesses keep what they earn by reviewing previous filings and returning overpaid taxes.
In contrast, one client has mixed feelings about their experience with Rene Lozano. While they found him to be friendly and kind, they express disappointment with the scope of work and the cost. They state that Mr. Lozano requested a high retainer fee, which left them feeling uneasy about the value received.
