Your Money Is Easier to Manage When Someone Explains It.

What’s Included

01

Tax Preparation & Filing

Personal and small business returns prepared in person. W-2, 1099, and ITIN filers welcome. Every line reviewed and explained before filing..

02

Bookkeeping

Monthly bookkeeping that keeps your numbers organized, your business tax-ready, and your decisions informed.

Why Lopez for Tax & Financial Coverage

Explained, not just filed.

You will understand what is on your return and why, before it goes to the IRS.

Year-round, not seasonal.

An IRS letter in July or a question in October gets the same attention as an April filing.

Connected to the rest.

Your bookkeeping feeds your tax return, and your tax preparer sits down the hall from your insurance agent.

Personal insurance coverage
Choose your coverage

Choose Your Coverage

Filing a return and keeping your books are two halves of the same job. Clients who use both find tax season nearly handles itself, because the numbers are already in order.

Bring What You Have. We’ll Make Sense of It.