Business Details
46 Years
experience
Your Trusted Accounting Partner in Redwood City, CA
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 and Tax Manager Tyler Norwood, combining generational expertise with modern financial strategies. We specialize in tax preparation, bookkeeping, payroll services, and business advisory, delivering personalized solutions grounded in technical precision and proactive care. Our mission is to empower clients through strategic financial planning, ensuring compliance while maximizing growth opportunities.With a dedicated team of professionals, we prioritize client relationships, offering tailored guidance and leveraging advanced technology to simplify complex financial processes. Our commitment to excellence has earned us long-term trust, with many clients relying on our services for decades. By blending personalized attention with professional rigor, we aim to be the trusted partner businesses and individuals turn to for all their accounting needs.
Services
Tax Preparation
Tax Planning
Small Business Accounting
Payroll Services
Business Advisory
Bookkeeping
IRS Representation
Financial Planning
Strategic Consulting
Budgeting Services
Details
- Year established: 1980
Highlights and features
- Three generations of over 45 years of tax, bookkeeping, and payroll expertise.
- Personalized, concierge-level service grounded in technical precision and proactive care.
- Dedicated team of certified professionals handling engagements with discretion and insight.
- Proven track record of long-term client relationships and tailored financial strategies.
- Balanced use of advanced technology and compassionate, human-centered communication.
What people say
Extra mile
Honest and approachable
Seamless payroll
Excellent service
Warm and welcoming
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We maximize deductions through expert analysis, utilize advanced software, and provide personalized consultations to address unique financial situations. With meticulous review by certified professionals, we simplify complex tax processes while optimizing refunds and minimizing liabilities for all entity types.
Small Business Accounting
We offer tailored accounting solutions for small businesses, including general ledger maintenance, financial statement preparation, and QuickBooks support. Our services ensure accurate record-keeping, industry benchmark analysis, and customized reporting to inform strategic decisions. Monthly or quarterly packages help businesses maintain financial clarity and operational efficiency throughout the year.
Payroll Services
Our comprehensive payroll services handle processing, tax filings, and compliance management for businesses. We ensure timely payments, direct deposit options, and detailed reporting while maintaining adherence to federal and state regulations. Employee self-service portals and dedicated support streamline payroll operations, allowing businesses to focus on growth.
Business Advisory Services
We provide strategic business advisory services covering financial analysis, risk management, and growth planning. Our team develops customized strategies for operational efficiency, budgeting, and market expansion while offering ongoing guidance to help businesses navigate challenges and capitalize on opportunities for sustainable success.
Tax Planning
Our proactive tax planning services help individuals and businesses minimize liabilities through year-round strategy development. We offer retirement planning, estate tax optimization, and investment tax strategies while keeping clients informed about regulatory changes. Personalized consultations ensure tax-efficient solutions aligned with long-term financial goals.
People
Lori Lopez
President
With over 20 years of experience, Lori leads the firm with expertise gained from the IRS and her father's legacy. She specializes in personalized tax solutions and strategic financial planning.
Tyler Norwood
Tax Manager
Tyler brings specialized tax knowledge and technology expertise to client engagements. He focuses on complex returns and ensures compliance while maintaining a client-friendly approach.
Al Minor
Chief Operating Officer
Al oversees daily operations and ensures service quality across all departments. His management experience helps maintain the firm's efficiency and client-focused standards.
Kidron Mariott
Bookkeeper
Kidron manages bookkeeping services with precision, supporting small businesses in maintaining accurate financial records and preparing detailed operational reports.
Questions
What accounting services do you offer for small businesses?
We provide general ledger maintenance, financial statement preparation, budgeting, forecasting, and QuickBooks support tailored to small business needs.
How do you handle complex tax situations?
Our team uses IRS experience and advanced software to navigate complex returns, including trusts, small businesses, and multi-jurisdictional filings with personalized guidance.
Can you assist with payroll compliance?
Yes, we ensure compliance with federal and state regulations through accurate tax filings, timely processing, and ongoing regulatory updates for your business.
What makes your firm different from corporate accounting firms?
We combine family-owned personalized service with big-firm expertise, offering dedicated team support and face-to-face interactions that corporate firms typically lack.
Do you provide financial planning services?
Yes, we offer retirement planning, estate strategies, and investment tax optimization tailored to individual client goals and financial circumstances.
