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, and small businesses thrive by delivering clean books and tax compliance, advisory, and planning.
Industries Served
Frequently Asked Questions (FAQ)
Former IRS Revenue Agent
My 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 year-round tax & accounting advisory, planning, & support–I am not a CPA you only talk to once a year or who just files tax returns.
Remote & 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.
Absolutely! I work with my clients to identify & implement tax-savings opportunities such as entity selection, retirement planning, pass-through entity tax credits, depreciation strategies, business tax credits, and timing of income and deductions.
Definitely! I specialize in representing clients before the IRS & State revenue agencies regarding examinations, collections, notices, and other tax matters. I also specialize in payment plans, penalty abatement requests, offer in compromise evaluations, and other resolution strategies.
Fees vary based on complexity and scope; I provide transparent pricing and engagement terms before beginning work. In addition, I offer fixed-fee and monthly service plans for ongoing tax, accounting, & advisory services.
Absolutely! I assist with entity formation, EIN applications, S-Corporation elections, QuickBooks Online accounting and payroll setup, and ongoing filing & compliance.
Absolutely! I serve clients throughout the United States. Unfortunately, I do not serve folks residing or based outside the United States.
No.
The process for becoming a client consists of three simple steps:
Proposal
You’ll receive a personalized proposal for your review.
Engagement
After signing the proposal, we’ll let you know what information we need to get started!
Services & Pricing
Business Essentials Plan
Accounting, tax compliance, planning, & advisory in one complete package
Solopreneur
Average $1,000 / mo
+ onboarding fee
Ideal for sole proprietors/solopreneurs seeking a strong financial foundation
Growing
Average $3,000 / mo
+ onboarding fee
Ideal for expanding businesses with growing complexities
Established
Average $6,000 / mo
+ onboarding fee
Ideal for established businesses with complex & diversified operations
Includes:
Annual tax return preparation
Monthly bookkeeping & accounting
Entity structure review
Retirement plan review
Financial advisor / attorney collaboration
Quarterly advisory meetings & tax projections
Letters & notices support
Year-round access for questions
Tax Advisory
Tax compliance, planning, & advisory in one complete package
Individual Advisory
Average $250 / mo
Ideal for sole proprietors, high-income professionals, landlords, & investors with varying levels of tax complexity
Business Advisory
Average $500 / mo
Ideal for small corporations/partnerships & their owners
Wealth Advisory
Average $2,500 / mo
Ideal for individuals & business owners with complex wealth planning needs
Includes:
Annual tax return preparation
Quarterly tax estimates
Entity structure review
Retirement plan review
Financial advisor / attorney collaboration
Bi-annual tax advisory meetings & tax projections
Letters & notices support
Year-round access for questions
Compliance
Accurate, stress-free tax preparation without ongoing planning or advisory
Individual Compliance
Average $1,500
Tax compliance for sole proprietors, W-2 employees, landlords & investors with varying levels of tax complexity
Entity Compliance
Average $2,500
Tax compliance for C-Corporations, S-Corporations, partnerships, nonprofit organizations and estates & trusts
Includes:
Annual tax return preparation
Year-round access for questions
Representation & Resolution
Tax Representation / Resolution
Custom Pricing
Includes:
IRS / State examination representation
Appeals protests / petitions for redetermination
Offer in Compromise (OIC) / Installment Agreements
Non-Filed Tax Returns
Custom Pricing
Includes:
Tax return preparation
Bookkeeping
clean-up / catch-up
