Question 1

What services does James M. Lopez CPA, LLC provide?

Accepted Answer

James M. Lopez CPA, LLC provides a range of services, including individual and small business income tax preparation, business startups, and bookkeeping/accounting/Quickbooks services.

Question 2

What is the company's philosophy?

Accepted Answer

The company's philosophy is to be a trusted advisor and valued resource, helping clients reach their goals successfully, regardless of the complexity of their path. The focus is on utilizing and embracing technologies to efficiently and effectively serve clients while providing detailed focus and personal attention.

Question 3

What types of clients does the company serve?

Accepted Answer

James M. Lopez CPA, LLC serves individuals, partnerships, LLCs, S-corporations, C-corporations, trusts/estates, and non-profits. The company also provides services for business startups, accounting and bookkeeping, Quickbooks and Quickbooks Online, and financial and retirement planning.

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James M. Lopez

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