Tax Filing & Consultation

Whether you’re a professional, entrepreneur, or business owner, our goal is to make your tax experience simple, transparent, and tailored to your unique situation

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Service Summary

Take the stress out of tax season by providing accurate, compliant, and personalized tax support for individuals and small businesses. We go beyond simple filing — offering expert consultation to help you understand your financial picture, reduce tax liabilities, and make informed decisions year-round.

What’s Included:

1. Tax Preparation & Filing

Complete preparation and electronic filing of federal and Florida state returns for individuals and businesses.
Review of all income, deductions, and credits to ensure compliance and accuracy.
Transparent process with clear explanations of every step.

2. Tax Consultation & Planning

Personalized advice on tax-saving strategies for the current and upcoming year.
Guidance on deductions, credits, and recordkeeping to minimize tax burdens.
Ongoing tax planning to help you make informed financial and business decisions.

3. Small Business & Self-Employment Support

Specialized expertise for freelancers, LLCs, partnerships, and small corporations.
Setup assistance for bookkeeping systems and quarterly tax estimations.
Guidance on business deductions, payroll, and IRS compliance.

4. IRS & State Assistance

Help with IRS notices, audits, or payment plans.
Representation and communication support to resolve tax issues efficiently.
Compliance review to ensure you stay current with tax regulations.

Why Clients Choose Lopez Ledger

Accurate & Secure: Every return is prepared with precision and verified for compliance.
Personalized Service: Tailored advice based on your income, goals, and business type.
Year-Round Support: Not just seasonal — we’re available whenever you need tax guidance.
Trusted Expertise: Certified and experienced in Florida and federal tax regulations.
Transparent Pricing: No hidden fees — you’ll always know what to expect.

Ideal For

Individuals, families, and self-employed professionals
Small business owners and startups
Real estate agents, consultants, and gig-economy workers
Anyone seeking expert, reliable tax help without the stress

Why Pick Us?

Expert Tax Filing

Accurate preparation and e-filing of individual and business tax returns. Fully compliant with IRS and Florida Department of Revenue requirements. Review of all income, deductions, and credits to ensure you never overpay. Transparent, efficient, and stress-free filing from start to finish

- Exclusive Discount Available -

Ask about our available discounts after scheduling an appointment with our team

What We Offer

Tax Preparation & Filing

Get your taxes done right the first time. Our expert preparers ensure every deduction and credit you qualify for is accurately applied, maximizing your refund or minimizing your balance due. We handle federal, state, and local returns for individuals and businesses — saving you time, stress, and money.

Tax Consultation & Planning

Take control of your financial future with strategic tax planning. We work with you to develop personalized tax strategies designed to reduce your liabilities, optimize deductions, and align with your long-term goals. Whether you’re planning for retirement, investing, or expanding your business, our proactive approach helps you make smarter financial decisions all year long — not just at tax time.

Small Business & Self-Employment Support

Running a business or working for yourself comes with unique tax challenges — and opportunities. We provide specialized support for entrepreneurs, freelancers, and small business owners, including bookkeeping guidance, quarterly tax estimates, expense tracking, and entity structure advice.

IRS & State Assistance

If you’ve received a notice from the IRS or your state tax agency, don’t panic — we’re here to help. From audit representation and payment plan negotiations to penalty abatement and back tax resolution, we’ll advocate on your behalf and work toward the best possible outcome. Our experienced team knows how to communicate effectively with tax authorities and will guide you every step of the way toward resolution and peace of mind.

Out-Of-Scope Work

This Package does not include any Out-of-Scope Work that may be requested that is provided by Company. Company retains the right to charge the Client for the Out-of-Scope work at the set upon rates at that time and for any extra fees that may be involved at Company’s discretion for any emergency calls. Out-of-Scope Work will be provided and performed upon written request to the Company, and at such a time, the Company shall provide to the Client price quotes for the Out-of-Scope Work requested for approval before any additional work is performed.