My experience working with Lopez Insurance & Tax has been very positive. I was several years behind…read morein my business and personal income tax filings and was missing a lot of critical information that was needed to file accurate tax returns. Ms Lopez helped me in contacting the IRS on the phone to get the relevant information and then in filing the missing 3 years of federal & two states in a couple of days. Also while we were waiting for the IRS callbacks, she helped me lower my car insurance by approx $5000 a year. Her pricing was very reasonable and a fraction of what my last CPA would charge me. I received the refunds owed to me in about a week. I would use their services again.

From the owner: At Lopez Insurance & Tax Solutions, we provide trusted guidance for individuals and business owners…read moreacross five core areas: - Expert Tax Advisory & Planning - Reliable Bookkeeping & Financial Organization - Comprehensive Insurance Coverage (Auto, Life, Business & More) - Certified Notary Public Services - Business Consulting to Help You Scale Smarter Whether you're looking to lower your tax bill, get your books in order, protect your assets, notarize important documents, or grow your company—we're here to help. * Local. Bilingual. Personable. * Serving our community with integrity and results. * Call now or message us to book a free consultation today!

Susan Greenhalgh is wonderful! She got me motivated and helped me find ways to save money. I even…read moreopened a savings account for the first time since high school! Highly recommended!

From the owner: Guiding clients in strategies for achieving financial goals. Three packages are available in…read moreaddition to hourly coaching. My focus is on educating and encouraging clients to understand their financial position and make improvements to live their best lives - fully funded!