Business Details
13 Years
experience
Trusted Certified Public Accountants in Houston, TX
Founded in 2013, Lozano CPA, P.C. has established itself as a trusted partner for individuals and businesses navigating complex tax landscapes. Our team of seasoned professionals brings decades of combined experience in federal and multistate tax compliance, strategic tax planning, and IRS representation. We specialize in serving small to mid-sized privately held companies across diverse industries including construction, manufacturing, wholesale, and hospitality. Our approach combines technical expertise with personalized guidance to ensure clients meet regulatory requirements while optimizing financial outcomes. With a focus on proactive solutions, we help clients reduce future tax liabilities through strategic planning for upcoming taxable events. Our commitment to excellence extends to advisory services, where we provide actionable insights to support informed business decisions.Led by Certified Public Accountant Rene Lozano, whose 20-year career includes extensive experience in tax representation for audits and appeals, we maintain rigorous adherence to the highest standards of tax regulation compliance. Our practice philosophy centers on building long-term relationships through transparency, reliability, and deep industry knowledge. We serve clients throughout Texas from our Houston office, offering both new and existing clients expert support tailored to their unique needs. Our dedication to continuous professional development ensures we remain at the forefront of evolving tax regulations and industry best practices.
Services
Tax Compliance
Tax Planning
IRS Representation
Business Advisory
Details
- Year established: 2013
Highlights and features
- We offer over 20 years of public accounting experience in tax planning and compliance.
- Our team provides specialized IRS and state tax representation for audits and appeals.
- We deliver personalized business advisory services tailored to client success.
- Our expertise spans multiple industries including construction, manufacturing, and hospitality.
- We maintain rigorous compliance with federal and state tax regulations.
Services
Tax Compliance
Our tax compliance services ensure complete adherence to federal and state tax regulations. We handle preparation and filing of tax returns for individuals and businesses across multiple jurisdictions. Our team stays current with evolving tax codes to maintain accurate reporting while minimizing compliance risks for clients operating in complex regulatory environments.
Tax Planning
Strategic tax planning helps clients optimize their financial position through proactive preparation for taxable events. We analyze current financial situations to identify legitimate tax reduction opportunities while maintaining compliance. Our approach balances short-term savings with long-term financial objectives for individuals and business owners.
IRS Representation
Professional IRS and state tax representation protects clients during audits, appeals, and notice responses. We advocate for favorable resolutions while managing communication with tax authorities. Our expertise in tax code interpretation helps achieve optimal outcomes for complex tax disputes and compliance issues.
Business Advisory
Personalized business advisory services focus on client success through informed decision-making. We provide strategic guidance on financial matters, operational efficiency, and tax implications for business decisions. Our industry-specific knowledge supports growth and sustainability for small to mid-sized companies across multiple sectors.
People
Rene R. Lozano
Founder/CPA
Certified Public Accountant with 20+ years of experience specializing in tax planning and compliance for small businesses. Industry expert in construction, manufacturing, and hospitality sectors with extensive IRS representation experience.
Questions
What accounting services do you offer?
We provide federal and multistate tax compliance, strategic tax planning, IRS and state tax representation, and business advisory services for individuals and small to mid-sized companies.
Do you specialize in specific industries?
Our expertise includes construction, manufacturing, wholesale, restaurant, and various service industries, with tailored solutions for small to mid-sized privately held companies.
How do you handle IRS audits?
We provide comprehensive IRS representation including audit support, appeals processing, and notice resolution services to achieve favorable outcomes while minimizing client involvement.
What sets your firm apart?
Our 20+ years of experience, industry-specific knowledge, and personalized approach combine with rigorous compliance standards to deliver exceptional value to clients.
Where are you located?
Our main office is located at 1800 Bering Dr, Suite 740, 7th floor, Houston, TX 77057, serving clients throughout Texas and beyond.
