Business Details
43 Years
experience
Your Trusted Partner for Tax Preparation Services
Lopez Tax Service has been a trusted name in tax preparation and accounting since 1983, serving Monterey County with unwavering dedication. Our mission centers on delivering high-quality, interview-style tax services tailored to individual client needs while fostering long-term relationships built on trust and expertise. Recognized as an award-winning, minority-owned business, we combine over four decades of experience with continuous adaptation to evolving tax laws, ensuring clients maximize deductions and minimize liabilities.Our team of certified professionals, including IRS-certified trainers and enrolled agents, brings specialized knowledge in tax planning, bookkeeping, and IRS representation. As a community-focused organization, we prioritize local engagement through educational initiatives and sponsorships, reflecting our commitment to both professional excellence and societal impact. This blend of experience, accreditation, and client-centric values positions us as a leader in the accounting and tax preparation industry.
Services
Tax Preparation
Bookkeeping
Notary Services
Payroll Processing
Tax Planning
Business Consulting
IRS Representation
Tax Training
Notary Training
Virtual Appointments
Details
- Year established: 1983
Highlights and features
- We have over 40 years of experience in tax preparation and accounting.
- Our team consists of certified QuickBooks advisors and enrolled agents.
- We offer IRS-certified training for tax professionals and notaries.
- Recognized in the Inc 5000 as one of America's fastest-growing companies.
- We provide bilingual tax education and community-focused financial services.
What people say
Highest level of expertise
Knowledgeable and current
Professional and trustworthy
Stress-free experience
Community-focused service
Services
Tax Preparation
Our tax preparation services ensure accurate and comprehensive filing for individuals and businesses. Certified professionals stay current with tax law changes to maximize deductions and minimize liabilities. Clients receive personalized guidance to understand their financial outlook while ensuring compliance with federal and state regulations.
Bookkeeping
Bookkeeping services maintain organized financial records using cloud and desktop software. We track expenses, manage accounts payable/receivable, and provide reconciliation to improve financial decision-making. This service prepares businesses for tax season while offering ongoing financial clarity and operational efficiency.
IRS Representation
IRS representation protects clients during audits with expert advocacy before federal and state tax agencies. Our team handles communication, documentation, and negotiations to resolve issues efficiently. This service reduces client stress while ensuring compliance and favorable outcomes through decades of audit experience.
Tax Training
Tax training programs prepare individuals for careers through IRS-certified courses and continuing education. We offer 60-hour qualifying and 20-hour renewal courses for tax preparers, along with notary ethics training. Bilingual instruction supports diverse learners seeking professional certification in tax and notary services.
Notary Services
Notary services verify and certify documents with bonded and insured professionals. We handle real estate transactions, legal paperwork, and identity verification efficiently. Clients benefit from quick processing and compliance with state regulations, ensuring legally valid document execution for personal and business needs.
People
Carlos C. Lopez
Founder & CEO
Carlos Lopez founded Lopez Tax Service in 1983 after transitioning from culinary management. He became an enrolled agent, recognized for expanding tax services to underserved communities. With leadership in ETAAC and Inc 5000 recognition, he emphasizes community education and client trust.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation, maximizing deductions and ensuring compliance with federal/state regulations through personalized consultations.
Do you offer virtual tax filing options?
Yes, submit documents online through our portal and complete identity verification via webcam or phone call for convenient virtual filing.
Are your tax preparers certified professionals?
Our team includes enrolled agents, certified QuickBooks advisors, and IRS-certified trainers with decades of combined industry experience.
What areas do you serve?
We serve Monterey County with offices in Salinas, Marina, and Soledad, plus virtual services available statewide.
Can you help with IRS audit representation?
Yes, our experts provide professional IRS representation to navigate audits and resolve tax authority issues effectively.
Do you offer tax education courses?
We provide IRS-certified tax preparer training and notary ethics courses in English and Spanish for career development.
