Business Details
46 Years
experience
Your Trusted Accounting Partner in Redwood City
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, the firm continues under the leadership of Principal CPA Lori Lopez and Tax Manager Tyler Norwood, combining generational expertise with personalized service. Our team of professionals delivers tailored financial solutions, including tax preparation, bookkeeping, payroll, and business advisory services, with a focus on technical precision and proactive care.We prioritize client relationships, ensuring each engagement receives dedicated attention and strategic insight. Our mission is to help clients grow, manage, and plan their financial futures through exceptional service and professionalism. With offices in Redwood City and New Orleans, we blend advanced technology with a human touch to simplify complex financial processes for our clients.
Services
Tax Preparation
Tax Planning
Small Business Accounting
Payroll Services
Business Advisory
Details
- Year established: 1980
Highlights and features
- We offer over 45 years of experience in tax, bookkeeping, and payroll services.
- Our team provides personalized, concierge-level service grounded in technical precision.
- We handle complex financial needs with proactive care and strategic insight.
- Our family-operated firm ensures warm, approachable, and dedicated client support.
- We combine advanced technology with a human touch for seamless financial management.
What people say
Extremely proficient
Extra mile
Honest and approachable
Accurate and diligent
Warm and professional
Services
Tax Preparation
We prepare tax returns for individuals, partnerships, corporations, LLCs, trusts, and estates using experienced accountants and advanced software. Our process includes pre-filing consultations, deduction maximization, and electronic filing for accuracy and efficiency. Our CPAs review every return to ensure compliance and minimize liabilities while providing personalized guidance for complex situations.
Payroll Services
Our comprehensive payroll solutions ensure timely and accurate processing, tax filings, and compliance management for small businesses. Services include direct deposit, employee self-service portals, and detailed reporting to simplify payroll operations. We handle federal, state, and local tax obligations while providing secure online access for clients and employees.
Small Business Accounting
We offer tailored accounting services including bookkeeping, financial reporting, and QuickBooks support to help small businesses maintain accurate records. Our team provides balance sheets, income statements, and benchmarking analysis to support informed decision-making. Customizable packages allow clients to add payroll, tax planning, or advisory services as needed.
Business Advisory
Our advisory services provide strategic guidance for business growth through budgeting, risk management, and operational efficiency improvements. We assist with financial analysis, forecasting, and expansion strategies while offering ongoing support for mergers, acquisitions, and market entry. Clients benefit from actionable insights tailored to their industry and goals.
Tax Planning
We develop proactive tax strategies for individuals and businesses to minimize liabilities through retirement planning, estate preservation, and investment optimization. Our year-round guidance helps clients leverage deductions, credits, and regulatory changes. Services include retirement savings advice, estate tax reduction, and compliance with evolving tax laws.
People
Lori Lopez
President
Lori Lopez, CPA, leads our firm with 25+ years of experience, including prior work with the IRS. She specializes in tax strategy and client-focused solutions, ensuring personalized service and technical excellence.
Tyler Norwood
Tax Manager
Tyler Norwood, Tax Manager, combines expertise with a client-first approach. With over 15 years in the field, he specializes in tax preparation, planning, and resolving complex client inquiries efficiently.
Kidron Mariott
Bookkeeper
Kidron Mariott, our skilled bookkeeper, manages accounting tasks with precision. He ensures accurate financial records, reconciliations, and QuickBooks support for small businesses to maintain organized operations.
Al Minor
Chief Operating Officer
Al Minor oversees daily operations, ensuring seamless service delivery. With 30 years in accounting management, he supports client satisfaction through efficient process implementation and team coordination.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, and advisory services tailored to small business needs with personalized support.
Do you handle complex tax situations?
Yes, our team specializes in complex individual, business, and trust tax returns with proactive planning and compliance strategies.
How do you ensure payroll accuracy?
We use secure systems for error-free payroll processing, tax filings, and compliance management while providing employee self-service options.
Are you available for remote consultations?
Yes, our team works remotely on Fridays and offers virtual meetings through secure communication channels for client convenience.
What sets you apart from larger firms?
We combine family-run warmth with technical expertise, offering dedicated service without the impersonal approach of corporate accounting firms.
Can you assist with IRS audits?
We provide audit representation and guidance for IRS and state agency interactions to resolve issues efficiently and confidently.
