Tax Filing & Consultation

Lopez Ledger provides accurate, compliant, and client-focused tax preparation and advisory services for individuals, families, and businesses. Our approach combines up-to-date knowledge of Internal Revenue Service (IRS) regulations with practical financial insight to help minimize liabilities, maximize eligible deductions, and ensure timely, error-free filings.

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Whether you need straightforward tax filing or year-round strategic guidance, our services are designed to simplify the process while keeping you fully compliant with federal and state tax laws.

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Core Services

Individual Tax Preparation

Comprehensive preparation and filing of personal income tax returns, including:

• W-2, 1099, and multi-income filings

• Dependents, credits, and deductions optimization

• Filing for single, married, or head-of-household statuses

Business Tax Filing

Tax services for small to mid-sized businesses, including:

• Sole proprietorships and single-member LLCs

• Partnerships and S-Corporations

• Expense tracking and deduction planning

• Quarterly and annual filings

Tax Consultation & Advisory

Strategic guidance to help you make informed financial decisions:

• Tax planning to reduce future liabilities

• Income structuring and deduction strategies

• Guidance on major financial events (property, investments, etc.)

 

Specialized Services

Tax Planning

Proactive strategies to legally reduce tax burdens and improve financial outcomes throughout the year—not just during tax season.

Amended Returns

Correction and re-filing of previously submitted tax returns to address errors, missed deductions, or updated information.

IRS Coorespondence Assistance

Support in reviewing and responding to notices from the Internal Revenue Service, helping you understand next steps and resolve issues.

Self-Employed & Contractor Taxes

Dedicated support for freelancers, gig workers, and independent contractors, including:

• 1099 income reporting

• Estimated quarterly taxes

• Business expense deductions

Basic Bookkeeping Integration

Basic bookkeeping support to ensure accurate records and smoother tax preparation.

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