Business Details
46 Years
experience
Your Trusted Accounting Partner in Redwood City
L Lopez, CPA is a family-owned accounting firm with over 45 years of experience serving individuals and small businesses. Founded in 1980 by Tony Lopez, our practice has evolved under the leadership of Lori Lopez, CPA, and Tyler Norwood, Tax Manager, to combine technical precision with personalized service. We specialize in tax preparation, bookkeeping, payroll, and business advisory services, ensuring each client receives tailored solutions from a dedicated team.Our commitment to proactive care and discretion has earned us long-term trust, with fees reflecting the hands-on involvement and strategic oversight that define our boutique approach. Located in Redwood City, California, we blend modern technology with a human touch to simplify financial challenges for our clients.
Services
Tax Preparation
Tax Planning
Small Business Accounting
Payroll Services
Business Advisory
Bookkeeping
IRS Representation
Financial Consulting
Strategic Planning
Retirement Planning
Details
- Year established: 1980
Highlights and features
- We offer 45 years of combined experience in tax, bookkeeping, and payroll services.
- Our family-operated firm provides dedicated, concierge-level client attention.
- Fees reflect hands-on involvement and tailored financial strategies.
- We handle complex tax situations with technical precision and care.
- Our team prioritizes proactive communication and client education.
What people say
Expertise in tax preparation
Personalized service
Trustworthy team
Clear communication
Long-term reliability
Services
Tax Preparation
We specialize in preparing individual and business tax returns with meticulous attention to detail. Our team ensures compliance while maximizing deductions and credits to minimize liabilities. Clients benefit from personalized consultations and expert guidance through complex tax scenarios.
Payroll Services
Our comprehensive payroll solutions include processing, tax filings, and compliance management. We streamline payroll operations to ensure accuracy and timeliness, allowing businesses to focus on growth. Direct deposit and employee self-service portals enhance efficiency.
Small Business Accounting
We provide tailored accounting services, including financial statements, general ledger maintenance, and QuickBooks support. Our solutions empower small businesses with accurate data for informed decision-making and long-term success.
Business Advisory Services
Our advisory services focus on strategic planning, financial analysis, and operational efficiency. We help businesses develop growth strategies and mitigate risks through data-driven insights and customized guidance.
Tax Planning
We offer proactive tax planning to minimize liabilities and optimize financial outcomes. Services include retirement planning, estate strategies, and year-round guidance to leverage tax-saving opportunities.
People
Lori Lopez
President
Lori Lopez, CPA, leads the firm with expertise gained from 5 years at the IRS and decades of family practice. She prioritizes personalized service and strategic financial guidance.
Tyler Norwood
Tax Manager
Tyler Norwood manages tax operations, combining technical proficiency with client-focused support. His approach ensures accurate filings and clear communication for complex tax needs.
Al Minor
Chief Operating Officer
Al Minor oversees daily operations, ensuring efficiency and client satisfaction. His leadership supports the firm's commitment to reliable, personalized accounting services.
Questions
What accounting services do you offer?
We provide general ledger maintenance, financial statement preparation, budgeting, forecasting, and QuickBooks support tailored to small businesses.
How do you handle tax preparation?
Our process includes an initial consultation, document gathering, expert analysis, and thorough review to ensure compliance and maximize savings.
Do you assist with business start-ups?
Yes, we guide new businesses on formation, financial planning, and compliance requirements to establish a strong foundation.
How do you ensure payroll compliance?
We stay updated on federal and state regulations to manage filings and ensure your business meets all payroll obligations.
What sets you apart from other firms?
Our personalized, concierge-level service combines technical precision with proactive care from a dedicated team, not just a preparer.
