Lorenzana Tax & Accounting Services

Lorenzana Tax & Accounting Services

Reviews Summary

The consensus highlights exceptional professionalism, expertise, and responsiveness. Reviewers consistently praise the thorough, clear, and patient explanations of tax matters, along with meticulous attention to detail. Many appreciate the efficient, remote-friendly process and personalized advice that maximizes refunds or minimizes liabilities. The service is described as reliable, friendly, and highly communicative, often exceeding expectations. Clients frequently note long-term satisfaction and strong recommendations due to the combination of knowledge, accessibility, and care.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
State-Specific Experience
Local Tax Credits
Remote Services
CPA License

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
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
State-Specific Experience
Local Tax Credits
Remote Services
CPA License

Contact Information

Address

8745 W Higgins Rd #110

Chicago, Illinois 60631

Customer Reviews

My family and I love to work with Noel at Lorenzana Accounting Services! He is very professional and yet deals with you in a personal manner. He is always willing to help with any questions and concerns you might have about your taxes. He is quick to respond and very kind too! I wish we have known him sooner. I highly recommend him!

I have used the services of Noel Lorenzana of Lorenzana Tax & Accounting Service the last several years for filing my return. The experience keeps is very easy to do with the tools provided to get organized for your filing. All of these tools are done securely online and are very easy to follow. Once you have the information needed, Noel gets to work quickly asking questions which assisted him with competing the return. Any missing items are identified and is done online. The filing process have been filed

I had a great experience with Noel. As sole proprietor transitioning to an LLC I have a lot of questions. He took the time to talk to me over the phone, take my questions, and explain his answers. After deciding to have him help us with our taxes he was prompt and communicative via email. I was able to ask more questions with out feeling like I was a bother and he answered them thoroughly. As a business owner I know how important it is to make your customers feel confident that you are doing a good job and

My previous accountant celebrated his 80th birthday and retired. The family was in need, so a business colleague referred me to Noel. Noel answered all of our questions in a timely manner and his secure portal made things very easy to upload the necessary docs. He finished 3 returns quickly and concisely. I highly recommend his services!

I can?t express enough how much I?ve learned through Lorenzana Tax and Accounting. Noel is extremely knowledgeable about the tax laws to be able to help their clients in the most productive and efficient ways. He is always educating himself and others. He is very thorough and detailed oriented. He instills confidence in me as a business owner and empowers me to be able to, not only manage my business but make better and more informed decisions.

I have been using Noel?s assistance in preparing my taxes for the last 4 years and would continue to do so moving forward as he has been the most professional and meticulous CPA I ever met. He goes over and beyond in helping clients play by the rules but at the same time offering them effective ways to increase their refund. Noel?s services can be availed regardless of where you are in the country as his office is cloud-enabled.

Noel is wonderful and gave us great advice so that we were prepared for our tax liability. His system is super intuitive, easy to use, and works well. He?s also super responsive and works really fast! Highly recommend!

I reached out to Noel for a consultation on tax matters knowing that he is an expert in his field and boy, he did not disappoint! As a fellow CPA, I can say that Noel is truly a gem in the tax world. He truly cares not only to his tax clients, but to other tax professionals as well. Reach out to him if you need help/guidance on tax matters and he will not let you down! Thanks Noel!

Noel is a true professional. Trustworthy, efficient, and very caring. My husband and I found ourselves behind on our taxes, and in searching for a CPA I knew I wanted them to be understanding and trustworthy above all else? And we found all of that and more in Noel! He guided us through the process remotely with incredible efficiency and was always willing and able to answer all of my unique (and at times, probably very basic) questions. Communication was streamlined and quick. Always willing to chat ove

Noel did the taxes for my spouse and I this year and felt as though he provided a very professional and friendly service. I really appreciated that he took the time to explain things to us and we were able to qualify for some deductibles that I hadn?t thought of before. I would gladly go to Noel again for our taxes next year.

I've utilized Lorenzana Tax & Accounting several years for my business and personal tax preparation. Noel deserves 5 stars for his responsiveness, knowledge, care and conscientiousness. He's easy to work with and never disappoints.

After talking to several tax accountants about filing my tax return, they had absolutely no idea with how to properly file my return with respect to the full electric vehicle tax credit amount that I should be getting until I met Noel Lorenzana. Not only was Noel patient and respectful, he was able to clearly break everything down for me and help me understand every aspect of my return. I look forward to Noel being my CPA going forward and will definitely refer friends and family to him. Thanks Noel!

My first year working with Noel and he makes everything as simple as can be. He even found a few new deductions I never took before. Speedy process and everything done electronically. He is very professional and it was a pleasure working with him. I look forward to a long term relationship with his firm.

Meeting any professional can sometimes be nerve-racking. Fortunately, Noel was: professional, approachable/friendly, but most important, knowledgeable. I'm not an accountant, but from what I know of taxes, there is not a one-size fits all resolution. Noel took the time to listen to my situation and give advice based on those inputs. Would definitely recommend!

Lorenzana Tax & Accounting Services does a great job for my printing business. They do my bookkeeping/accounting and income tax filings. Mr. Lorenzana is friendly, smart and does really good work. I highly recommend them. A+

I don't regret changing my CPA to Noel Loranzana. For 2 years now, he did an amazing job on doing my ITR. I highly recommend him. Thank you Noel! ??

Mr Lorenzana was very professional, patient, and easy to talk to in regards to my TAX dilemma. He is very knowledgeable and easily directed me on my filing. Highly recommended for your accounting needs. ty again.

Responsive and eager to help by any means necessary. Lorenzana Tax & Accounting helped me and my wife hurdle business taxes for our start up company and did so in an excellent way. I can't thank them enough for making this process easy and understandable. Thank you again, Lorenzana team!

Noel goes above and beyond to make sure your answers are met. He communicates promptly, provides piece of mind and has always been accommodating. Highly recommend his sevices!

Mr. Noel Lorenzana is very professional, efficient, has respect for time, reliable, easy to talk to and kind. He is the complete opposite of my previous accountant. Highly recommended ????.

Great accountant! Mr. Lorenzana provides great service with an amazing focus on detail. He has become one of our businesses greatest assets.

Professional with outstanding expertise and very responsive with communication. Would absolutely recommend Lorenzana Tax services to anyone in need. You will be in good hands.

Great experience with Noel! He was efficient, organized, accurate and detail oriented - all things you want in an accountant!

Very professional and very informative regarding my business and my wife tax return. I will highly recommend Noel, speedy and to the point.

The service I?ve received has been outstanding! He responds quickly, and he?s very helpful. He is clear and informative in answering my questions. He is kind and has been a pleasure to work with.

Fantastic, fast and concise work. I don't think I've had a better tax experience. Highly recommend!

Noel was very quick to respond to any of my questions. Very professional and excellent service.

Very responsive and professional! Taxes were completed immediately and I did not even have to leave my home.

Noel makes Taxes enjoyable?. and that isn?t an easy thing to do!

Thank you so much for your generous, kindness and wonderful service.

He is very professional, competent , patient & efficient.

Service is excellent, very friendly and communicative.

Professional, timely, and highly communicative.

Very responsive and answered all my questions!

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.

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