JULIE LOPEZ CPA, LLC

Expertise You

Can Count On!

Julie Lopez CPA, LLC is a certified public accounting firm dedicated to providing personalized services to their clients.

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Individual Income Tax

We work with all people of all income levels to ensure taxes are filed correctly

and timely.

Business Income Tax

We specialize in small businesses and all of the various tax requirements to keep

you compliant.

Tax Notices

If you've received a letter from the IRS or from the State, we will work with you to help resolve the issue.

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ABOUT US

Julie Lopez CPA, LLC

At Julie Lopez CPA, LLC, we're more than a tax accounting firm. We're your trusted partner in financial clarity. With over a decade of experience, founder Julie Lopez brings deep expertise and a personal touch to every client relationship. We specialize in supporting individuals and small businesses with accurate tax preparation, thoughtful planning, and guidance tailored to your unique goals.


Our mission is rooted in service, integrity, and long-term collaboration. Whether you need help organizing your income tax, refining your business structure, or building a proactive tax strategy, we're here to make things simpler, smarter, and stress-free.

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SERVICES

What Services We Offer

Tax Preparation for Individuals

Whether your return is straightforward or a little more complex, we make filing stress-free and accurate. We'll guide you through deductions, credits, and state-specific requirements to ensure compliance and help maximize your refund.

Tax Services for Small Businesses

From S corporations, partnerships, to nonprofits, we specialize in preparing accurate and compliant returns for all types of small businesses. With a strong grasp of federal and state requirements, we'll make sure your filings are complete, deadlines are met, and deductions are fully optimized.

Tax Compliance for Nonprofit Organizations

Supporting those who support others is where our firm shines. We provide accurate and compliant tax preparation for nonprofits, ensuring filings align with both IRS regulations and state requirements.

Personal Property Tax Filing

In Connecticut, all businesses are required to file an annual Personal Property Tax Declaration with the town where they operate. The deadline is November 1st each year. We provide accurate, timely filing support so you stay compliant and avoid unnecessary penalties.

Tax Planning Services

Smart planning today leads to better outcomes tomorrow. We help individuals and businesses develop proactive, customized tax strategies that minimize liabilities and support long-term goals. Whether you are growing a small business, managing a nonprofit, or planning for a major life event, we offer practical insights and year-round support to keep you prepared.

QuickBooks Review and Clean-Up

Services offered at the level you need by a certified QuickBooks pro:

  • Quick Review: Spot-check for obvious errors, plus practical tips for correction
  • Detailed Assessment: Transaction-level guidance on proper categorization and consistency
  • Year-End Scrub: Comprehensive reclassification of current-year activity, delivering clean books ready for tax prep


FAQ'S

Everything You Need, All In One Place

General

  • WHAT ARE YOUR FEES?

    Fees vary based on the complexity of your return and the services you need. We offer a free initial consultation to learn more about your tax situation, followed by a custom quote once we've reviewed your most recent federal and state tax returns. Your personalized quote will be provided in writing via email, so there are no surprises.


    Minimum fees for service:

    • Individual tax returns (Form 1040) - $450
    • Individual tax return with small business (1040 with Schedule C) - $700
    • Partnership or S corporation tax returns (Forms 1065/1120S) - $1,025 
    • Nonprofit tax returns (Form 990) - $800
    • One-hour consultation or meeting - $250

  • DO YOU OFFER A FREE INITIAL CONSULTATION?

    Yes! We offer a complimentary 30-minute consultation to get acquainted, learn more about your tax needs, and explore whether we are the right fit. This meeting is informal and conversational. It is not a depe dive into your return, and no tax advice is provided at this stage.

  • WHAT DOCUMENTS DO I NEED TO FILE MY TAXES?

    • Individuals
    1. Completed client questionnaire
    2. W-2s
    3. 1099-INT for interest income
    4. 1099-DIV for dividend income
    5. 1099-B for brokerage accounts
    6. 1099-SSA for Social Security income
    7. 1099-R for retirement income
    8. 1098 for mortgage interest
    9. Property taxes paid
    • Businesses
    1. Access to your QuickBooks file (or other accounting software)
    2. Year end bank statement
    3. Year end loan statement
    4. Year end credit card statement
    5. Payroll reports - W-3, W-2, Payroll Summary Report

  • HOW FAST CAN I RECEIVE MY TAX REFUND AFTER THE TAXES ARE FILED?

    If you choose to have your refund direct-deposited into your bank account, you can often see it in as little as one week. 


    The IRS offers information on their "Where's My Refund" site, where you can check the status of your refund. 


    CT also offers a status of your refund on their site: myconneCT Refund Status

  • WHAT CAN I EXPECT WITH YOUR PROCESS?

    1. Engagement Letter - We'll start each year by reviewing and signing the engagement letter to confirm the scope of the work.
    2. Upload Documents - Once signed, you'll upload your tax documents to my secure portal. 
    3. Annual Questionnaire - After we receive your documents, we'll send a short questionnaire to gather key details. 
    4. Tax Preparation - We'll begin preparing your return and will reach out if we need any clarification. 
    5. Draft & Invoice - When your return is ready, we'll upload a draft for review and send your invoice. We're happy to discuss the return and answer any questions.
    6. E-file Authorization - Upon payment, you'll receive a secure e-sign link to authorize electronic filing. 
    7. Final Copy & Portal Cleanup - After filing, we'll upload a final copy for your records and remove all other documents from the portal.

Questions? Contact Us Today!

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TESTIMONIALS

See What Our Customers Are Saying

"Julie Lopez is simply the best! She helped me sort out my complicated tax situation with ease and professionalism. Her attention to detail and knowledge of tax laws saved me money and made the process stress-free. I highly recommend Julie Lopez CPA, LLC."

"I have been using Julie Lopez CPA, LLC for my personal and business taxes for years, and I could not be happier with their services. Julie is always professional, friendly, and knowledgeable. Julie responds quickly to any questions I have and takes the time to explain things in a way that's easy to understand. I trust her completely with my accounting needs."

"Julie Lopez CPA, LLC has been an invaluable asset to my business. Julie's strategic planning and financial advice have helped me make informed decisions and grow my business. She is always available to answer questions and offer advice and is professional and efficient. I highly recommend Julie to anyone looking for expert tax and accounting services."