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Lopez Tax Group

Lopez Tax Group

Reviews Summary

Customers consistently praise the tax services for their professionalism, expertise, and personalized care. The preparer is highly trusted, with many long-term clients highlighting his thorough explanations, accessibility, and dedication to their success. Reviews emphasize his efficiency, attention to detail, and ability to simplify complex processes, making tax filing stress-free. Many recommend him without hesitation, noting his reliability, friendly demeanor, and commitment to customer satisfaction. The overall sentiment is overwhelmingly positive, with clients expressing loyalty and appreciation for years of excellent service.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Local Tax Credits
Bilingual Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Local Tax Credits
Bilingual Services

Contact Information

Address

1651 E 4th St #133

Santa Ana, California 92701

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 10AM-7PM
Saturday 10AM-4PM

Customer Reviews

Eduardo has been amazing with my taxes for the last couple of years efficient and always on top of things, he truly cares for helping out. I recommend him 100% thank you for your service!!

I recently had the pleasure of working with Tax Lopez Group for my corporate income tax preparation, and I must say, the experience was exceptional. From the moment I contacted Eduardo, his customer service was outstanding. His knowledge and eagerness to help made the often-daunting process of tax filing much more manageable. During our initial consultation, I was impressed by his thorough approach. Eduardo took the time to understand my financial situation, asking detailed questions to ensure he could max

I recently had the pleasure of working with Lopez Tax Group, and I can't recommend them enough! From start to finish, the experience was seamless and professional. Eduardo, in particular, was an absolute gem. He took the time to understand my unique situation and guided me through every step of the tax process with clarity and patience. Eduardo?s expertise and attention to detail made a significant difference, ensuring I maximized my deductions and minimized my stress. He was always available to answer my

I been knowing Edwardo Lopez for 7 years he has been the best tax preparer that I know. He puts his customers as a priority he will always be there when you need Edwardo is very efficient and effective. He Cares deeply about his customers he has help me and my parents with their tax papers. I recommend Edwardo totally best tax preparer out there 100% I will be going with Edwardo every year to come!!!

Thank you Eduardo! Eduardo has been my tax preparer for years and I am happy to have him in my corner for my small business. He answers every question I have, explains everything so thoroughly, and genuinely cares for my success. It is very simple to make an appointment on his website and his office is super accessible and easy to find. Thank you Eduardo!

Excellent service!!! Eduardo is very detailed when explaining the process of whatever you have going on. He is very trustworthy been taking care of our business taxes for years. I would really recommend anyone to go to him.

In 2021 I went from filing as W2 to 1099(self employed), to opening an LLC; honestly I had no idea of what to expect but Eduardo guided me through it all and made the process super smooth and stress free. He made sure to explain everything in detail and teach me rather than simply do the job and charge a fee. Eduardo is always available to answer any questions or concerns. Lopez Tax Group is simply the best and 100% recommended for any of your tax needs!! I cant see myself ever going with somebody else!

Eduardo has been doing my taxes for about 14 years Has always been very helpful, knowledgeable, and trustworthy. Very humble and positive energy Will continue to use his services . 100 percent recommended.

Eduardo was very friendly and generous, taking the time to explain everything thoroughly. I would definitely recommend him as a tax advisor

Eduardo does fantastic work! I have been doing my taxes with him for years. Even after moving houses,I will continue to go to him even though it's a much much longer commute. I highly recommend!!!

Eduardo went up and beyond when it came to filing out the large amount of paperwork in a short period of time. I would highly recommend his services if you are looking for a great tax preparer! I would definitely be coming back for his services.

My name is Raquel Camarena, I am a business owner I knows Edwardo for over ten years I really trust him vary profesional. I like his work a lot he always have answers for my question, an always replies to my text message and return my phone calls. I really recommend Edwardo highly!!!

Hes very dedicated and educated. Whenever you need him he is there . His job is 100% guaranteed. I highly recommend Eduardo.

Nice, always greeted with a smile and always has the best advice.

(Translated by Google) Mr. L?pez has done my taxes for many years, the truth is I am very happy with his service. (Original) El Se?or L?pez me ha hecho mis taxes por muchos a?os, la verdad estoy muy contenta con su servicio.

(Translated by Google) Lopez Tax Group are friendly, expert and very professional, I recommend them 100% (Original) Lopez Tax Group son amistosos, expertos y muy profesionales los recomiendo 100%

(Translated by Google) Excellent service, very efficient and professional. ***** (Original) Un excelente servicio muy eficiente y profesional.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.