Lopez Tax Service, Inc. The Difference We Make
OUR MISSION is to provide high quality tax preparation in an interview style, one client at a time.
OUR GOAL is to become the nation's best known tax preparation firm for its quality and high standards.
OUR VISION is to help our clients grow financially by providing year round peace of mind, stress free tax preparation, bookkeeping and payroll.
Our Motto:
Friendly
Accurate
On Time
Creating Relationships That Last
TO OUR EMPLOYEES we commit to a work environment that promotes spiritual, intellectual and financial growth as well as the opportunity to develop and manage your own client base with unlimited potential. Business DescriptionAffordableTired of paying high fees at those large national chains? Starting at just $49.00, you can get your income tax refund fast. From the simplest, to the most complex, you can trust that your tax return will be done right. Convenient For your convenience, our offices are open 7 days a week starting January 1st and running thru April 15th. With 6 locations to serve you, there’s a Lopez Tax Service office just around the corner. You can save even more TIME & MONEY by using our ONLINE tax preparation program. Visit Products and ServicesAccounting Services Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support CTEC Qualified Education Provider We provide the 60 Hour Qualifying Tax Education Course and 20 Continuing Tax Education in the Fall We offer the Qualifiying Education class in Marina, Soledad, Gilroy and Salinas. Classes start the first week of September 20 Hour Continuing Education Courses are offered in Salinas on MW or Saturdays in Salinas and start in mid Septembe Notary Public & Education We have a California Commissioned Notary Public on duty in all of our offices during our normal business hours. We can also make arrangments for a notary to travel within a 25 miles radius from one of our offices Quickbooks Courses All of our Quickbooks(r) courses are taught by Quickbooks Certified ProAdvisers Tax Services We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business ITIN Certifying Acceptance Agency We are certified by the Internal Revenue Service to review your original documentation and submit your certified copies to the IRS along with your completed 1040 so you can receive an Individual Tax Identification Number. This will allow you to file your tax returns with the IRS. Real Estate Services Lopez Tax Service, Inc. is uniquely related to Lopez Financial Group, Inc. a California Real Estate Broker. Consulting Services We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: Non Profit and Exempt Organizations There is a lot of confusion about what a non profit organization is. We can help your Little League Team, Booster Club, Religious Organization, etc. become a recognized non profit organization |
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