JULIE LOPEZ CPA, LLC

Expertise You

Can Count On!

Julie Lopez CPA, LLC is a professional 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

Julie Lopez CPA, LLC is a tax accounting firm dedicated to helping individuals and small businesses manage their finances responsibly. With more than a decade of experience in the field, Julie Lopez is committed to delivering top-notch tax services, accounting, and tax advice. The mission is to provide clients with the highest level of service, integrity, and expertise while building lasting relationships. Whether you need help with income tax preparation, business tax structure, or tax planning, Julie Lopez CPA, LLC is ready to help you achieve your financial goals.

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SERVICES

What We Offer

FAQ'S

Everything You Need, All In One Place

General

  • WHAT ARE YOUR FEES?

    The fee is based on the complexity of the tax return. To determine the fee to prepare your tax return, we will first need to have an initial consultation (at no cost) to determine what your tax needs are. Then, I will need a copy of your most recently filed tax return (federal and state). From there, I will provide a custom quote for the services you require. That quote will be in writing, via email. 


    I do have minimum fees as follows:

    • Individual tax returns (1040) - $450
    • Individual tax return with small business (Sch C) - $700
    • Partnership or s corporation tax returns (1065/1120S) - $1,025 
    • Non-profit tax returns (990) - $800
    • 1-hour meeting - $250

  • DO YOU OFFER A FREE INITIAL CONSULTATION?

    I offer a free 30-minute initial consultation. This meeting is an informal meet-and-greet designed to discuss your tax needs and determine if we would be a good fit. 


    No tax advice is offered during this meeting.

  • 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 - The first step each year is to review and sign the engagement letter.
    2. Tax Documents - With the engagement letter signed, you can begin to upload your tax documents to my secure portal. 
    3. Questionnaire - After you send me your tax documents, I will send you my annual questionnaire. Please complete that and send it back to me. 
    4. Tax Prep - While I am working on your tax return, I will reach out with any questions I may have. 
    5. Draft and Invoice - When I am finished preparing your tax return, I will upload a draft to the portal for your review and send you my invoice. I am available to go over the return with you, and happy to answer any questions you have. Payment is due at this time.
    6. E-file Authorization - After the invoice is paid, you will receive the e-file authorization to e-sign, allowing me to electronically file your tax return. 
    7. Done! - After the return is filed, I will upload a final copy to the portal for you. At that time, all other documents will be removed from the portal. Please keep copies for your records.

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."