Lopez Tax Service - Davis

Lopez Tax Service - Davis

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Local Tax Credits
Remote Services
Years of Practice
In-person Support

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

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Local Tax Credits
Remote Services
Years of Practice
In-person Support

Contact Information

Address

1024 N Davis Rd

Salinas, California 93907

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

Lopez Tax service was a very welcoming coming into the appointment. Right on schedule. Working with Nikki Young was very pleasant. He was very knowledgeable and helpful with questions addressed. Would definitely recommend and refer to fiends, family etc to Lopez Tax service. Look forward to seeing them again for future services. Thank you

Went today for my yearly tax appointment with Josue over at Lopez Tax Service. I was afraid I would have to pay but Josue worked his magic fingers and got me a good refund. See you next year my friend and keep up the good work

Always a pleasure working with Nikki Young. Pleasant to work with, very knowledgeable and gets me in and out of there quickly. I highly recommend this office, especially Nikki. I will be there again next year!

My wife and I have been traveling from Sacramento to Salinas for the past 25 years just to have Josue Rojas take care of our taxes. He is very thorough and professional and has been great throughout all these years and more to come. Thank you Josue.

Stephanie is so informative. I love she explains all items. I truly appreciate her and the amazing job she does for me. I feel very blessed to have such a caring agent.

Stephanie was great. She is friendly, welcoming and she took her time to help me with my taxes.

David and the staff are great. Have been coming here for over a decade. They work hard for me and my business year after year.

"I had the pleasure of working with Josue Rojas from Lopez Tax Service this tax season 2024, and I couldn't be more impressed. Josue's expertise, professionalism, and attention to detail made the entire process smooth and stress-free. He took the time to understand my unique financial situation, answered all my questions with clarity, and ensured I maximized my returns. His dedication to his clients truly sets him apart. I highly recommend Josue Rojas and Lopez Tax Service to anyone in need of top-notch tax

Very quick and professional, we left feeling Lopez tax service put our interest first, thank You

Andre?s experience and customer service is absolutely outstanding, thank you for always giving me great customer service and answering any questions I have.

Always feel good getting taxes done by Andres.no matter how bad the outcome and owing IRS. He makes easy to cope.

Josue is very helpful when working on our tax returns and explains whenever a question arises.

I was referred to Lopez Tax service through a Friend and again by a Family member because my taxes were an absolute mess. Tried to do them myself "for free" thought I submitted but didn't get confirmation never heard anything so I thought it was all good. But it was ALL Wrong. I was so far out of whack I didn't think anyone could help me out. No escape. I tried going thru a lawyer and they were more interested in paying themselves FIRST... I found out after a year and no dent being out into what I owed the

5/7/24 - These folks are still amazing and we are getting close to forty years together. Man, I am old! I also greatly appreciate Diego Ruiz. He?s as awesome as Kristeena. He told me: ?He?s learning from the best, Kristeena.? THANK YOU, THANK YOU AND THANK YOU!!!!!!!?? I have been with them for over thirty years! They are an outstanding company. I greatly appreciate Kristeena?s help! She?s marvelous!!!!

Professional, Easygoing and Stress Free!! Been going there for at least 20 Years of Exceptional Service!!

Josue is the #1 Tax preparer in all of Salinas, Highly recommend him!

Nikki is always there for questions. Front desk was busy redirecting calls to your other location politely and kindly. One person came in without an appt and they took the time to find her one that day. You guys are always busy but not too so to help with all that office needs.

I can always trust Josue at Lopez Tax Service to prepare my taxes properly, regardless of how complex they may get (and they do get rather complex). He has always been courteous, professional, and direct. And the new online appointment option has made life even easier! I no longer have to drive to the location. I can just scan my documents, and have a remote session with him to have my taxes done. It's so easy and convenient!

Visit went great. We would highly recommend your services.

Thank you for your professionalism, and customer service, meeting reminder, and thoroughness.

Customer service is amazing? I always feel at ease discussing my finances with Josue. He is outstanding in doing my income tax. I?ve been consulting with him for many years now. I?m extremely happy with the services in this place. He takes care of my family and friends. I highly recommend him and this place. I guarantee you will be taken cared.

Nice experience. Check in was simple. The wait was not very long and I was greeted with a smile when they were ready for me. David was very personable and professional. He went over everything in detail and we even had a couple laughs. Well done! ????

Lopez Tax Service is very accommodating, respectful and very considerate or understanding to me as a client. My salute to the staff. God bless and keeps you safe and healthy Always.

Josue answered all my tax questions and gave me great advice! Very professional and pleasant to work with. Highly recommend!

Yearly taxes are so stressful however the professionals I worked with are the best I have ever worked with.

Always great people to work with very professional

Been doing my taxes with Josue Rojas for 10+ years. Very professional. The office is great with setting appointments and answering questions.

All my questions have been answered. Andres explained thoroughly my income

I have been going to Josue for almost 15 years and he has been excellent, his professionalism and key advice every year helps me be prepared for tax season. I would recommend Josue as your Tax agent or any Tax advice. 5 Star review!!!!

If time is of the essence for you, I do not recommend you go here. I had an appointment made for 7pm on a Monday. Knowing how busy tax preparers are during this time of the year, I chose to be respectful of their busy schedules and showed up a few minutes early as to not cause any delays. Once there, they couldn?t care less about my own time. I was not helped until 7:40. At that point, her 7:30 and 8:00 appointments were also waiting in the lobby with me. I just don?t think they should schedule appointments

From our first consultation with our Enrolled Agent, Josu? Rojas, he demonstrated an exceptional understanding of personal and business tax aggregation. He has earned our trust with his personable and professional attitude. We thank him and look forward to working with him in the future. -Jason

Absolute Best place to get your taxes done! I have used Lopez Tax Service for 20 yrs and not once have the screwed up my taxes. I can't say that about H & R Block, they are HORRIBLE and they charge WAY TOO MUCH. Lopez Tax Service is the BEST!!!

My family and I have been going to this location to do our taxes with Andres Santos and we are never disappointed! He has a great personality, he is very professional, and his interest in helping and assisting with any questions makes us want to go there. We are very happy that we chose Lopez Tax Service to do our taxes! We strongly recommend Andres Santos for anyone and any family!

This year was the second year I?ve gone to Lopez Tax Service and again they exceeded my expectations! Andres Santos was so awesome and helpful...he answered several tax questions I had plus I was in and out within 30 minutes and with a nice refund! I highly recommend Lopez Tax Service! Thank you again Andres for a great experience! ??

Josue Rojas is always very professional, helpful, makes tax season feel less stressful. Definitely recommend getting an appointment with Josue. Front desk staff was also very polite and professional.

I have dealt with David for years, even though we live all the way in TX. He always does a great job and is very knowledgeable about clergy taxes and the unique intricacies involved with that type of income. I highly recommend Lopez tax services

I uploaded and sent all my documents to Stephanie prior to the appointment so when I got there she had it all ready for me to go! Everything was explained in detail prior to my signing. Happy customer!

Have always used Lopez Tax Services notary. The ladies who assisted us were thorough & careful. Our recent visit was the opposite & due to the error by the notary, his mistake cost us $3800. Lesson learned: since the notary did not check his work thoroughly, be sure you do. We did not notice his failure to change his template's date which had an earlier date (we actually signed on a date several days after his notary date on the form he gave us; the people who caught the error were the ones who received & r

Fantastic experience. Lopez Tax Service was friendly, professional, quick and made the entire process painless. Josue answered all of my questions promptly, I would highly recommend Lopez Tax Services. Great overall experience friendly staff.

Niki Young has been processing my taxes at Lopez Tax Service for many years and I am confident in his tax accounting abilities i am unfortunately not happy that he had to tell me that my tax prep fees went up from $240 to $310; a $70 increase with no notification from Lopez Tax by email or mail. Inflation is in, but this is quite a big jump. would have really appreciated a notification Niki was very honest about the increase; he should be supported by Lopez Tax communication to its clients.

Aloha Josue has been my Amazing Tax Gentleman for wait for it 15 years I think the first year I filed with him was 2007 ?..everyone at all the offices are professional and really give you their attention everyone is amazing.I?m in Hawaii filing my 3rd year and I?m still sticking with Lopez Tax Service A+++++ service the best firm in Monterey County and believe me I know as a Real Estate Broker (40+ years)I know how complicated things can get they have always done a more then capable job and always with a s

Josue has been always a pleasure to work with our taxes. He?s been very helpful! Very professional!

Loved working with Lopez Tax Services. Josue provided prompt, courteous service. He was accommodating and great to work with over the phone. I will definitely be working with them in the future.

Roberto was very professional and helpful and was able to answer all our questions and explain so we would understand all steps and felt at ease. I really appreciated that and we will be returning next year for your services tHANK YOU!

Thank you to Josue Rojas for being professional, personable and very helpful while preparing my mother Billie Cathrein?s taxes. He successfully made taxes a stress free event for this 91 year old. ????

We?ve been loyal customers since, I guess, 5 years ago. The reason why we keep on coming back at Lopez Tax Service is because of their customer service-it?s one of a kind! Shout out to our tax preparer Joshue!

I have been using this service for nearly 20 years and was disappointed with the cost of the service this year. We had already had an increase in fees last year of $125 and were told it was because we added a small business for 2020. For 2021, we discontinued that small business and were charged an additional $100 to prepare our taxes. This equals a 45% increase in fees in 2 years. We will not be returning for our 2022 tax service, which we are sad to inform you of.

So professional, accurate and diligent in what he does. Have been his customer for years, not changing anytime soon. Recommend 1000%!!!!

I always go to David lopez he is the best i use to dread tax time but not no more since David been doing our taxes he always on top of all deductions and always goes over every step and explains every thing in detail Thanks David for saving us money I will always tell my friends and family to go to you?? Another year going back to David so very happy with the outcome of out taxes so happy that we have David doing our Taxes got a great refund we use to dread going to do our taxes not no more since David bee

They charge you $20 to print old tax returns and refuse to give you a digital copy. It's 2016 this is crazy. Nice people, quick work, completely outrageous prices. I always do my taxes myself as they're pretty straight forward. A $40-$60 tax return turned into $230 cost all because they helped with a 1099-MISC. Basically they had to input information onto an extra screen so that had an additional $180-$200 cost. Completely ridiculous. There was one question I could not figure out on my taxes which is why

I cant stress how Great and Professional the whole team is. They can answer questions better than any one and take the time to explain in detail. This Morning I had a very delicate question and even do my husband had asked Jesue the same question I needed more information and had him call a different office not only did the lady at that office was attentive but her knowledge was super my husband said every time we talk to them they are well rounded. Im not writing to convince Im Writing to say that perso

Went in early as a walk in as soon as the doors opened. I was told they had nothing for walk ins at the time even though there were no customers yet. Made an appointment for the following day and waited over an hour. Really disappointed in their urgency. Why have appointment if your not going to be seen on time? I've been coming here for over 20 years and I won't be coming back.

Love this place! I walk in with questions that I am uneasy about and walk out with confidence and knowledge! As long as I live in California.. Lopez Tax will be my spot for all things tax related!

I've been going to Lopez Tax Service for at least 10 years and always have a good experience.

Niki Young is amazing, friendly and easy to work with. I am grateful for his professionalism and ability to make the most of our tax return session.

Good customer service and people persons. Easy, fast and simple to do taxes. I I would recommend Lopez tax to my family and friends and referrals them to Carina Ceja.

My tax preparer provided great service and was also very knowledgeable, also had excellent customer service skills. very pleased with my service.

Always a pleasant experience with Josue

I had Veronica last year and this year and she is so helpful and nice! I had a great experience filing my taxes at Lopez tax service. I highly recommend this place.

Great experience!! I started going to Lopez Tax last year and it worked out very well despite my initial uncertainty. I went back this is with the same terrific experience and will continue to use them now.

I?ve been going to Lopez Tax service for a few years now and I always get great service with Esperanza she?s the best. I highly recommend her at the Soledad office.

Can't believe how fast my taxes were done at Lopez Tax Service. I went Long form and was done whithin 15 minutes. I couldn't believe how professional and polite the girl was to me. Thank you Carina. Hope you are still there next year

Nik Young is great! He explained the new 20% deduction for my small business and how I can adjust my withholding to get a bigger refund next year. Thanks Nik! Thanks Lopez Tax!

I have always had excellent service, Josue has been great to work with every year. I will continue to use Lopez Tax Service.

Stephanie helped us a lot with doing our taxes and she is really nice and understanding.

I was worried I'd have to pay this year cuz I've been hearing stories of people suddenly owing when before they got a good healthy refund. I didn't have to pay. just had to pay you guys a lot (since I do.do most of the work for you guys. lol). But you did great sa usual. Thank you!

Arselia really made it so easy with her bubbly personality that I came back for the second time. I will see her next year too. Her professionalism was awesome??

Nikki very good at his job,puts great effort in helping. Clinets,he has been doing my taxes 8yrs at least,I moved an still do taxes with Nikki , cb

I love it here josue is the guy to go to when doing your taxes. I recommend Lopez Tax Services to you if you want them done fast and right then this is the place for you.

The website was designed to be very user friendly; uploading our documents prior to our appointment was a breeze. At the appointment, our tax preparer was knowledgeable and friendly.

Emmanuel is amazing. The service is always on point and i feel valued as a customer. My wife and I have went here for the last eleven years with no problems.

I had my taxes done by Eva.She was fast and efficient and was quite friendly.I was pleasantly surprised to get a refund!I will go there next year!The price was very reasonable too!

We have been clients for many years and have always received outstanding service. The fees are reasonable and Josue is always wonderful to us!

I have been doing business with :Lopez Tax Service for over 25 years, they are the best in the industry, honest, professional and very knowledgeable. I would recommend them to everyone.

So professional from start to finish. Very efficient and knowledgeable! They did my taxes last year as well. I highly recommend!

You guys charge way too much now just to do a W2 form, $250 is way too much and i?ve been going there for years but not anymore.

My taxes were done by Maria Ortiz at the Laurel West Shopping Center location. Great service. They were efficient and knowledgeable..

I?ve been going to them for 3 years in row. Good customer service and personal attention. I?ve been very happy with the outcome of my filling every single year! ??

I very much like Lopez tax services and have recommended to all my friends and family. I would not go to No other tax services when it was tax time.love there expertise

I do my taxes with Josue every year and he is always so quick and helpful with any questions and concerns I have.

Mister Young is the best at explaining every detail and any question on changes i have i been doing my taxes with Lopez for over 20 years never had any inconvenience

Great service from this tax team at Lopez Tax Service. I have been doing my taxes with them for over twenty years and I don't see myself changing that.

Always informative, professional, and friendly. I am blessed to have found Lopez Tax Service and would never go anywhere else!

Josue is a true professional always willing to take the time to understand the customer to best address his/her needs efficiently and accurately

I keep coming back because I'm a loyal customer. Ive always received good service from Lopez Tax Service.

Jose Rojas was wonderful and he really helped me with my taxes. I will see him next year! Thank you !!!

The service was ok but the numbers they calculated were all wrong. Now in trying to gavevthem answer my questions but they haven't returned my call. I called twice, im not happy with them rightnow. Hopefully they can get better customer service personnel soon.

Josue is the best! I do mean the absolute best!!

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.