The Law Offices of Dorian Lopez

The Law Offices of Dorian Lopez

Reviews Summary

Dorian Lopez receives consistently outstanding reviews for her estate planning services. Clients praise her professionalism, patience, and deep expertise in wills and trusts. She excels at explaining complex legal processes clearly, answering numerous questions thoroughly, and making clients feel at ease. Many highlight her compassionate approach, quick turnaround times, and ability to simplify overwhelming paperwork. Her bilingual skills and personal touch are frequently mentioned as valuable assets. Multiple reviewers emphasize they would highly recommend her services to others, noting she goes above and beyond to ensure clients' needs are met with care and precision.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate

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 Planning
Financial Advisory
Estate and Trust Tax
Real Estate

Contact Information

Address

7567 El Cajon Blvd ste 101

La Mesa, California 91942

Customer Reviews

I recently had the pleasure of working with Dorian Lopez to handle my trust and estate planning, and I couldn't be more pleased with the experience. From our very first meeting, she was incredibly knowledgeable, attentive, and thorough. She took the time to explain every step of the process clearly, answered all my questions with patience, and made sure that I felt confident in each decision I made. Estate planning can be overwhelming, and I was nervous, but she made it straightforward and stress-free. She

Dorian Lopez is professional and personal, good hearted and down to earth. She helped us set up a trust in a fair and timely manner giving us all the peace of mind. Thank you Dorian, your a true blessing Sis

Law office of Dorian Lopez was a very pleasant experience with our living trust. It was explained and easy to understand with Dorian help. All our questions and concerns were answered. We highly recommend Dorian Lopez for your Living Trust needs.

Dorian was extremely helpful in explaining all the intricacies of Estate Planning. She gladly answered all of our questions. Very much recommend her business!

We had an incredible experience working with Dorian. She was absolutely amazing?extremely attentive, patient, and always available to answer our many questions. She made the entire process smooth and easy to understand, and her professionalism and expertise truly put us at ease. We would 1000% recommend her to anyone in need of estate planning services!

We hired Ms. Dorian for the execution of our estate plan. She is an exceptionally knowledgeable attorney. She addressed all of our concerns and performed her duties in a timely manner. We thank her for accommodating us all in her beautiful office.

I was procrastinating doing my living trust for years for the fact that the paperwork always seemed so overwhelming. Dorian Lopez changed my thoughts immediately after our first conversation. Dorian simplified everything for me and answered all of my many questions throughout the process. She was always reachable and always got back to me the same day. Dorian will also give the best advice on your situation and will make sure your requests are met and that your loved ones are taken care of. If you'r

I never leave reviews. The fact that I am leaving one should speak volumes about our experience with this Dorian. One of the best legal experiences of my life. Check that, the best. The process was as easy as something like this could be. Dorian is a true expert who takes the time to make sure everyone is clear and communicated with along the way. I highly recommend Dorian Lopez Esq. for all of your trust and will needs. If I had to do it again I would absolutely use her again.

Dorian Lopez was very professional and was a huge help in getting my will and trust set up. Even though I made revisions, she was patient and gave me what I wanted. Thank you.

Highly recommend using Dorian for any of your legal needs. We did our trust and will through her and are so grateful we did. She is extremely knowledgeable, walked us through and explained everything thoroughly so we really understood everything we were putting together. She made the entire process so easy. I feel so much better now that we have everything setup and have already shared her information with multiple friends. Thank you for making this process so easy, Dorian!!

Not sure how many others find getting your Living Trust nerve wreaking, I sure did and held off doing it because of it. I must say Dorain made this so easy, calm and reassuring. I felt at ease and understood with all my continginciys and also she gave me some good points as to how to make my wants clear. I highly recommend her she does her work from the heart and wants what's best for you!!

Dorian recently helped us update our Will, Trust and Medical Directives as it's been 6 years since we updated. My sister and brother-in-law died late 2021 without a will and trust and left an 8 year old daughter. It was a whirlwind hiring attorneys to get an emergency guardianship and costly the past 3 years. Dorian helped us add our niece to our will so that if anything happened to me and my husband our niece will not have to go through what we've been going through. Dorian Lopez is very knowledgeable, t

We really enjoyed working with Dorian. She explained things thoroughly and ensured the process was incredibly easy. We would certainly work with her again!

Dorian did an excellent job for a family member. She is bilingual and knows how make a client feel comfortable whether they are a native English or Spanish speaker. She is patient and takes the time to thoroughly explain all options so her clients can make an informed decision based on their true intent. I was especially impressed by her quick turnaround time on the estate plan. I highly recommend her services to anyone looking to put together an estate plan to protect their interests!

Dorian Lopez was extremely helpful and one of the best attorneys out there! My wife and I started doing estate planning earlier this year and Dorian explained every step of the process, as well as answered all of our questions thoroughly. It is very obvious that Dorian has an extensive background in this area and is also organized! She was also prompt in sending our deeds and information to our mail. I would recommend Dorian to any clients seeking a representative in the future!

I can't say enough about Dorian and how personable she is. She truly thinks of everything to properly protect families including our fur babies and I couldn't think her enough. I have sent her friends and family and have only gotten wonderful feedback about her and her services as well. So, THANK YOU Dorian. We really appreciate you.

Dorian was referred to us by our financial advisor and we couldn't be happier with her services. Her kindness and compassion are what sets her over the top. I would definitely recommend her to anyone needing estate planning. ??????????

Dorian Lopez helped me establish a living Trust. I really enjoyed working with Dorian because she's knowledgeable, organized and made the process easy. I highly recommend her!

Dorian is very hands on. Walked me through the process and explained everything to me in layman?s lingo. Very friendly. I would recommend her to everyone

Dorian has been so helpful during this difficult time for me. She is compassionate and through with every detail of my estate planning. I would highly recommend her.

Attorney Dorian Lopez showed exemplary knowledge, she went step by step explaining our documents to my husband and myself. She was very patient and answered every question and believe me we had a lot. I am beyond happy with her work and would recommend her to all my family and friends. Thank you so much it gives us some much peace knowing this is all taken care of.

Dorian uses her own personal experiences to help her clients not go through the same hardships should a loved one pass away. Her compassion is evident and she makes the process very smooth and streamlined.

Dorian has been a great help to my family in getting my dad's situation squared away. It's been great to have a resource like her to answer some difficult questions when a parent is in their later stages of life and give our family some peace of mind.

Dorian is amazing! She really truly cares about her clients! Extremely professional and knowledgeable!

Huge recommendation to Dorian Lopez! Her passion and knowledge for estate planning services is unmatched!

Easy and entirely painless process to setup a trust and will. Dorian was professional and took care of all the hard work.

Dorian provides incredible value with a personal touch. I highly recommend her estate planning services.

Ms Dorian was amazing!! I was always afraid of preparing my Trust for the simple reason that I felt it would be so difficult.. Ms Dorian made the process so easy that I'm recommending all that ask me about a Trust to call her and get started!! Thank you so much Ms Dorian!!

(Translated by Google) Very good and friendly service, highly recommended. (Original) Muy buen servicio y amable muy recomendable.

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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