Business Details
13 Years
experience
Your Trusted Partner for Accounting Solutions in Houston
Founded in 2013, Lozano CPA is a Houston-based accounting firm dedicated to delivering comprehensive tax and advisory solutions. Our team of seasoned professionals specializes in federal and multistate tax compliance, strategic tax planning, and IRS representation for individuals and small to mid-sized businesses. With over two decades of experience in public accounting, we bring deep expertise in construction, manufacturing, wholesale, restaurant, and service industries. Our approach combines meticulous attention to regulatory standards with personalized guidance to help clients navigate complex tax landscapes. We prioritize client success through proactive advisory services, ensuring businesses remain compliant while optimizing financial outcomes.Our commitment to excellence is reflected in our track record of resolving tax audits and appeals efficiently. By focusing on transparency and long-term relationships, we aim to be a trusted partner in our clients' financial growth. Our localized knowledge of Houston's business environment enables tailored strategies that align with regional and national tax frameworks. Through continuous education and adherence to evolving regulations, we maintain the highest standards of professional service delivery.
Services
Tax Compliance
Tax Planning
IRS Representation
Business Advisory
Details
- Year established: 2013
Highlights and features
- We have over 20 years of experience in public accounting and tax strategy.
- Our team specializes in serving construction, manufacturing, and restaurant industries.
- We provide proven IRS and state tax representation for audits and appeals.
- Our advisory services focus on personalized guidance for business growth.
- We ensure compliance with meticulous attention to federal and state regulations.
Services
Tax Compliance
Our tax compliance services ensure adherence to federal and multistate tax regulations for individuals and businesses. We handle preparation and submission of tax returns while identifying potential deductions and credits. With expertise in industry-specific requirements, we minimize compliance risks and provide documentation for audits.
Tax Planning
We develop proactive tax planning strategies to reduce future liabilities for individuals and businesses. Our approach includes analyzing financial situations, forecasting tax impacts, and implementing legal optimization techniques. By aligning plans with long-term goals, we help clients maximize savings while maintaining compliance.
IRS Representation
Our IRS representation services cover audit support, appeals, and notice resolution for individuals and businesses. We negotiate with tax authorities, prepare documentation, and develop defense strategies. With deep knowledge of tax code, we protect client interests throughout the process.
Business Advisory
We provide tailored business advisory services focusing on financial decision-making and growth strategies. Our guidance includes tax implications analysis, operational efficiency improvements, and compliance frameworks. By understanding client goals, we deliver actionable insights for sustainable success.
People
Rene R. Lozano
Founder, Certified Public Accountant
Rene Lozano is a CPA with 20+ years of experience in tax planning and compliance for small to mid-sized businesses. He specializes in construction, manufacturing, and restaurant industries, offering IRS representation and strategic advisory services to Houston-based companies.
Questions
What services does Lozano CPA offer?
We provide federal and multistate tax compliance, strategic tax planning, IRS and state tax representation, and advisory services for individuals and small to mid-sized businesses.
How experienced is your team?
Our lead accountant has over 20 years of experience in public accounting, specializing in tax planning and compliance for construction, manufacturing, wholesale, restaurant, and service industries.
Do you handle IRS audits and appeals?
Yes, we offer comprehensive representation for IRS and state tax audits, appeals, and notice resolution with proven strategies to protect client interests.
Which industries do you specialize in?
We focus on construction, manufacturing, wholesale distribution, restaurant operations, and various service sectors, providing industry-specific tax and advisory solutions.
How do you support business growth?
Through personalized advisory services, we help clients make informed financial decisions, optimize tax positions, and maintain compliance with evolving regulatory requirements.
