Main Office

303 Convention Way, Suite 4
Redwood City, CA 94063

Branch Office

New Orleans, LA

TAXDOME
ACCESS

Group 1

Frequently Asked Questions

General Information

  • We offer a range of services, including tax preparation, accounting, bookkeeping, financial planning, business consulting, and payroll services.
  • We are unique in that our firm offers personalized, concierge-level service grounded in technical precision and proactive care. Every engagement is handled with discretion and thoughtfulness, ensuring our clients receive the focused attention and insight from a dedicated team—not just a preparer.

You can schedule a meeting by calling us at 1-650-361-1235, emailing us at info@llopezcpa.com, or using the contact form on our website.

Tax Services

  • Yes, we specialize in preparing individual tax returns, ensuring compliance, and maximizing your tax savings.
  • Absolutely! We prepare business tax returns for various entities, including sole proprietorships, partnerships, corporations, and LLCs.
  • Our process includes an initial meeting, gathering relevant documents, thorough analysis, and preparation of your tax return, followed by a review and filing.

Accounting and Bookkeeping

  • We offer general ledger maintenance, financial statement preparation, budgeting, and forecasting, among other services.
  • Yes, we provide comprehensive bookkeeping services tailored to your business needs, ensuring accurate and timely financial records.
  • We recommend that you review your financial statements monthly to ensure you are on track with your financial goals and make timely decisions.

Financial Planning

  • Yes, we offer personalized financial planning services to existing clients, including retirement planning, estate planning, and investment strategies.
  • Financial planning helps you set and achieve long-term goals, ensuring financial security and peace of mind.
  • Please bring any relevant financial documents, including income statements, tax returns, investment records, and details of your financial goals.

Business Consulting

  • We offer strategic planning, business growth strategies, operational efficiency improvements, financial analysis consulting, and existing clients
  • We analyze your business operations, identify growth opportunities, and develop strategic plans to help you achieve your objectives.
  • Yes, we provide guidance on business formation, financial planning, and compliance requirements for new businesses.

Payroll Services

  • Yes, we provide comprehensive payroll services, including payroll processing, tax filing, and compliance management.
  • We stay updated on federal and state payroll regulations, ensuring your business complies with all payroll laws.

Client Support

  • We prioritize personalized service, taking the time to understand each client’s unique needs and providing tailored solutions.

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