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949-873-2102
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949-873-2102
At Lopez Tax Group, we provide tailored tax solutions for individuals, small businesses, and corporations. Located in the heart of Santa Ana, CA, we offer over 15 years of experience supporting clients locally and nationwide. Whether you need assistance with tax preparation, managing back taxes, or navigating an audit, we’re here to make the process straightforward and manageable.
Lopez Tax Group is a trusted, independently owned tax service provider based in Santa Ana. We pride ourselves on delivering professional, personalized tax services designed to meet your unique Tax situation. Serving a wide range of clients—including individuals, sole proprietors, LLCs, corporations, S corporations, and partnership – we are committed to simplifying the complexities of tax obligations.
With a balance of experience and personalized attention, Lopez Tax Group is large enough to handle extensive tax requirements yet small enough to offer every client the detailed support they deserve. We aim to help you handle tax needs confidently and efficiently, allowing you to focus on what’s important to you.
If you’re dealing with IRS issues, Lopez Tax Group is here to provide the expert guidance you need to reach a positive resolution. Our team works tirelessly to ensure you have the support needed to restore financial stability and peace of mind support in their area.
Lopez Tax Group offers comprehensive Personal Tax Return preparation and e filing service designed to help individuals maximize their tax refunds while ensuring full compliance with IRS and state tax regulations. Our experienced tax professionals meticulously handle all necessary forms, including W2s, 1099s, and other personal tax documents required for Form 1040.
Here’s what our Tax Services include:
Accurate Federal and State Tax Filing: Our team prepares and files both your federal and state income tax returns, taking the stress out of tax season by ensuring every aspect of your filing is accurate and compliant.
Maximizing Tax Credits and Deductions: We work diligently to identify and apply all eligible tax credits and deductions, so you keep more of your hard-earned income. From education credits to home office deductions and retirement savings contributions, we review every opportunity to reduce your tax liability.
Dependents & Family Credits: For clients with qualifying dependents, we incorporate all necessary information to capture family-related tax credits like the Child Tax Credit and the Earned Income Tax Credit (EITC), maximizing your refund potential.
Whether you’re filing as a single taxpayer, head of household, or jointly with a spouse, our personalized tax services are here to meet your unique needs.
Trust Lopez Tax Group to navigate the intricacies of tax filing for a stress-free experience that prioritizes accuracy, compliance, and maximizing your refund.
Our Business Tax Services at Lopez Tax Group cater to a diverse range of business types, including Corporations, Sole Proprietors, Partnerships, and LLCs. We understand that each business structure comes with specific tax requirements and opportunities, so we offer customized solutions that ensure compliance while minimizing your tax burden.
Our Business Tax Services include:
Preparation and Filing of Essential Tax Forms: We specialize in preparing and filing crucial tax forms for businesses, including Form 1065 for partnerships, 1120 and 1120S for corporations, Schedule E for real estate income, and Schedule C for self-employed individuals. Our expertise ensures your business filings are precise and compliant.
Compliance Filings with Regulatory Agencies: In addition to tax filings, we handle compliance requirements with essential agencies, including the Secretary of State, IRS, FinCEN, and the Franchise Tax Board. Our team keeps your business in good standing by managing mandatory filings accurately and efficiently.
Tax Deduction Optimization: We identify and apply all applicable business tax deductions—from office expenses and supplies to travel and marketing expenses helping your business retain more of its income.
Whether you’re a new startup or an established corporation, Lopez Tax Group provides expert business tax support, allowing you to focus on growth while we handle the complexities of tax compliance.
If you’re facing tax challenges, Lopez Tax Group offers professional Tax Resolution Services to help you effectively resolve a wide range of IRS and state tax issues. Our team is experienced in managing cases with back taxes, penalties, liens, and other tax complications.
Our Tax Resolution Services include:
Local Expertise with National Reach: Based in Santa Ana, CA, Lopez Tax Group has a nationwide client base, making us well-versed in local and federal tax requirements
Trusted for Over 15 Years: Our extensive experience means we understand the intricacies of tax planning, preparation, and filing for various financial situations. Personalized Approach: We are committed to delivering the detailed, one on-one service that our clients value, ensuring you get the support you need at every step. Efficient & Secure Processes: With our encrypted document portals and seamless filing, you can trust us to handle your financial information with the highest security and professionalism.
Ready to simplify your tax obligations? Contact Lopez Tax Group to schedule your consultation. Our friendly, knowledgeable team is here to provide you with trusted guidance, comprehensive tax services, and a reliable partner to help you achieve your financial goals
