Welcome!
I’m Adrian Lopez, a Certified Public Accountant (CPA) and former IRS Revenue Agent.
During my tenure as a Revenue Agent in the IRS Small Business / Self-Employed Division, I audited self-employed and small business taxpayers like restaurants, construction contractors, real estate agents & brokers, wealth managers, tax preparers, and farmers.
Now, I help individuals, families, small businesses, and nonprofits thrive by delivering clean books and proactive tax advisory & planning.
How am I different from other CPAs?
I’m not your average accountant or CPA firm:
Former IRS Revenue Agent
My dual experience as a CPA and former IRS Revenue Agent equips me with a unique and comprehensive understanding of the U.S. federal income tax system.
Advisory-Centered
My practice is founded on responsive, collaborative, and transparent relationships with my clients.
In addition, you’ll communicate and work directly with me (and only me) for your tax & accounting needs–I do not use offshore labor nor have employees.
Virtual & Paperless
Using cloud technology, software, and automation, I can manage your tax and accounting needs securely and remotely so you can stay focused on what you do best—growing your business.
Industries Served
Services & Pricing
Individual Plans
Individual Compliance
From $1,500
Taxes & Business Filings
✓ Personal income tax return
Support & Communication
✓ Year-round access via email, phone, and Zoom for questions
Individual Advisory
From $250 / month
Taxes & Business Filings
✓ Personal income tax return
Support & Communication
✓ Annual Fall tax planning/advisory meeting & tax projection
✓ Letters & notices support
✓ Year-round access via email, phone, and Zoom for questions
Fees are based on the complexity of each individual.
Business Plans
Business Compliance
From $2,000
Taxes & Business Filings
✓ Corporation / partnership income tax return
Support & Communication
✓ Year-round access via email, phone, and Zoom for questions
Business Advisory
From $400 / month
Taxes & Business Filings
✓ Business income tax return
✓ Personal income tax return
Support & Communication
✓ Annual Fall tax planning/advisory meeting & tax projection
✓ Letters & notices support
✓ Year-round access via email, phone, and Zoom for questions
Business Essentials
From $750 / month
+ onboarding fee
Bookkeeping & Accounting
✓ Monthly bookkeeping & accounting
✓ Quarterly financial reports
✓ QuickBooks Online setup & monitoring
✓ Payroll setup and monitoring
Taxes & Business Filings
✓ Business income tax return
✓ Personal income tax return
✓ Sales tax returns
✓ Tax planning & advisory
✓ Forms 1099
Support & Communication
✓ Quarterly tax planning/advisory meetings
✓ Letters & notices support
✓ Year-round access via email, phone, and Zoom for questions
Fees are based on complexity of the business.
Please note: we exclusively use QuickBooks Online.
Nonprofit & Fiduciary Plans
Nonprofit Compliance
From $2,000
Taxes & Business Filings
✓ Nonprofit income tax return
✓ State compliance filings & reports
Support & Communication
✓ Year-round access via email, phone, and Zoom for questions
Fiduciary Compliance
From $2,000
Taxes & Business Filings
✓ Estate or trust income tax return
Representation & Resolution
Representation / Resolution
Custom Pricing
Tax Representation & Resolution
✓ IRS & State agency audit / examination representation
✓ Letters & notices support
✓ Appeals protests / petitions for redetermination
✓ Installment Agreements & Offers In Compromise (OIC)
Non-Filed Tax Returns
Custom Pricing
Bookkeeping & Accounting
✓ Bookkeeping clean-up / catch-up
Taxes & Business Filings
✓ Personal income tax return(s)
✓ Business income tax return(s)
✓ IRS transcript reconciliation
Consultation & retainer required.
Other Services
Entity Formation
From $1,000
Business Filings
✓ State articles of incorporation / organization
✓ IRS EIN application
✓ Initial report filing with Secretary of State
✓ Form 2553 S-Corporation election & filing (if applicable)
✓ IRS tax-exempt application (if applicable)
QuickBooks Setup
From $1,000
Bookkeeping & Accounting
✓ QuickBooks Online setup & monitoring
✓ Bookkeeping clean-up / catch-up
✓ Payroll setup and monitoring (if applicable)
Consultation & retainer required.
