The agent seems professional, but once I got the quote, the front desk insisted me giving out my…read moreSSN OH THE PHONE, which is not a secured. I offered to give it via email but they just told me to find someone else and hung up the phone. This is rude and unprofessional, potentially racially driven given other similar experience are reported from minority groups. Stay away from this firm.

I had been trying to get help for a tax snafu involving my parents, Spain, the IRS, a grifter and a…read moremisplaced shed of documents. The details are weird but unimportant. I had called 11 other tax services and not one of them even bothered to call me back. Padgett returned my call immediately and took the time to explain everything to me before we even talked about a contract. Both Bunny and John were responsive, patient and helpful and assured me that this was NBD, they had it under control. I appreciate the time and effort they took to establish trust. When I finally got through to other tax preparers, they wanted 5x the $ and didn't seem to actually understand the situation. I'm sticking to Padgett.

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!

Licensed CPA, Masters in Taxation, and over five years of tax preparation experience…read more Support Local Business