We are a family-owned accounting firm that has been proudly serving the Bay Area and national clients for over 40 years. Our journey began in 1980 with our founder, Tony Lopez (DSc), who established our client base and laid the foundation for our company. Tony's daughter, Lori, joined him after gaining 5 years of experience at the Internal Revenue Service (IRS). Together, they expanded the firm's services to better assist our ever-growing clientele.
Our mission is to help individuals and small businesses thrive, manage their finances, budget, and plan for the future. To accomplish this, we focus on understanding each client's personal goals, business ambitions, and industry to provide an exceptional, customized service tailored just for them.
Our Services
As a comprehensive accounting firm, we offer a wide range of services to cater to our clients' needs. These services include:
- Tax Preparation
Our team specializes in preparing individual, partnership, corporation (C & S), LLC, trust, and estate tax returns. We recognize that tax laws are increasingly complicated and ever-changing, making it difficult for individuals and businesses to stay informed and compliant. At L. Lopez, CPA & Associates Inc., our experienced professionals utilize the latest state-of-the-art tax preparation software and resources to ensure precise, accurate preparation of your returns.
- IRS & State Representation
Our team of experts provides professional representation during audits by federal and state agencies. We understand that audits can be stressful, and our experience enables us to guide clients through the process, answering any questions the IRS or state may have on their behalf.
- Small Business Accounting
Small business owners have unique bookkeeping requirements, and accurate financial data is essential for informed decision-making. Our team offers monthly or quarterly services, including reconciliation of accounts, balance sheets, income statements, general ledger maintenance, and QuickBooks help and support. Additionally, we can provide financial benchmarking analysis and customize a package of services based on each client's specific needs.
- Bookkeeping
Accurate record-keeping is crucial for a successful business. Our experienced staff can help with the organization and daily tasks of bookkeeping so that clients can focus on their core business and growth. We provide monthly, quarterly, or any time period requested financial statements to keep clients informed of their company's financial standing.
- Refer-A-Friend
Our clients are our best advocates, and we are grateful for the trust they place in us. We invite our satisfied clients to introduce us to their friends and family. As a token of our appreciation, we offer a referral program, providing benefits for both the client and the referred individual.
We invite you to explore the range of services we offer and how we can help you manage your financial future. At L. Lopez, CPA & Associates Inc., we care about your tax and accounting needs and are committed to providing the highest level of service to every client.
Exceptional Experience
The majority of reviewers have had an extremely positive experience with L. Lopez, CPA & Associates Inc. They have praised the firm's professionalism, expertise, and dedication to their clients. The team is described as knowledgeable, responsive, and personable, making them a trusted and recommended partner for their tax and accounting needs.
Stellar Service
Reviewers have commended the staff for their exceptional service, highlighting their attention to detail, effective communication, and personalized approach. They have been impressed with the firm's ability to understand their unique financial goals and tailor their services to meet their needs. Many reviewers have praised the firm's professionalism, expressing gratitude for the exceptional service they have received.
Leadership and Expertise
The leadership of the firm, particularly Lori Lopez, has been praised for their expertise, knowledge, and experience. Reviewers have mentioned feeling assured and confident in the firm's ability to handle complex tax matters. The team's ability to listen and understand the needs of their clients has also been emphasized as a significant factor in their positive experiences.
Satisfaction Guaranteed
The overall impression left by the reviews is one of complete satisfaction and confidence in the firm's services. Reviewers have expressed their gratitude and appreciation for the exceptional service they have received. The firm's commitment to providing top-notch service, combined with their expertise and professionalism, has earned them a reputation as a trusted and reliable partner for tax and accounting needs.
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