CPA & Former IRS Revenue Agent
Delivering clean books & tax returns to families, small businesses, and nonprofits.
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 providing quality tax return preparation, tax planning & advisory, bookkeeping & accounting, and tax representation.
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. By staying in touch regularly and offering continuous guidance, I ensure they get the answers and insights they need for both their personal & business finances.
In addition, you’ll communicate and work directly with me (and only me) for your tax & accounting needs–I do not use outsourced/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
Non-Profit Organizations
Professional Services
Restaurants & Food Trucks
HVAC, Construction, & Trades
Small Retailers & Stores
Real Estate Professionals & Landlords
Services & Pricing
Individual Plans
Tax preparation & advisory tailored to your individual tax situation
Individual Compliance
From $1,000
Taxes & Business Filings
✓ Individual income tax return
Support & Communication
✓ Year-round access via email, phone, and Zoom for questions
Individual Advisory Plan
From $200/month
onboarding included
Taxes & Business Filings
✓ Individual 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
Add-ons
+ IRS transcript monitoring
+ Audit protection
+ Financial advisor collaboration
Consultation required — fees are based on the complexity of each individual.
Business Plans
Comprehensive tax preparation, advisory, and bookkeeping & accounting services for small and growing businesses
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 Plan
From $400 / month
onboarding included
Taxes & Business Filings
✓ Business income tax return
✓ Individual 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
Add-ons
+ IRS transcript monitoring
+ Audit protection
+ Financial advisor collaboration
Business Essentials Plan
From $750 / month
+ onboarding fee
Bookkeeping & Accounting
✓ Monthly bookkeeping & accounting
✓ Quarterly financial reports
✓ Year-end bookkeeping clean-up and adjustments
✓ QuickBooks Online setup & monitoring
✓ Payroll setup and monitoring
Taxes & Business Filings
✓ Business income tax return
✓ Individual income tax return
✓ Sales tax returns
✓ Quarterly tax estimates & projections
✓ Tax planning & advisory
✓ Forms 1099
Support & Communication
✓ Quarterly check-in and tax planning/advisory meetings
✓ Letters & notices support
✓ Year-round access via email, phone, and Zoom for questions
Add-Ons
+ IRS transcript monitoring
+ Audit protection
+ Financial advisor collaboration
Consultation required — fees are based on the complexity of the business.
Please note: we exclusively use QuickBooks Online.
Nonprofit Plans
Comprehensive tax preparation and bookkeeping & accounting services for small nonprofit organizations
Nonprofit Compliance
From $2,000
Taxes & Business Filings
✓ Nonprofit income tax return
Support & Communication
✓ Year-round access via email, phone, and Zoom for questions
Nonprofit Essentials Plan
From $750 / month
+ onboarding fee
Bookkeeping & Accounting
✓ Monthly bookkeeping & accounting
✓ Quarterly financial reports
✓ Year-end bookkeeping clean-up and adjustments
✓ QuickBooks Online setup & monitoring
✓ Payroll setup and monitoring
Taxes & Business Filings
✓ Nonprofit income tax return
✓ Forms 1099
Support & Communication
✓ Quarterly meetings with management/Board of Directors
✓ Letters & notices support
✓ Year-round access via email, phone, and Zoom for questions
Add-Ons
+ IRS transcript monitoring
+ Audit protection
+ Financial advisor collaboration
Consultation required — fees are based on the complexity of the business.
Please note: we exclusively use QuickBooks Online.
Tax Representation & Resolution
Tax Representation
Custom Pricing
Support & Communication
✓ Letters & notices support
✓ IRS & State agency audit representation
✓ Installment Agreements & Offers In Compromise (OIC)
Non-Filed Tax Returns
Custom Pricing
Bookkeeping & Accounting
✓ Bookkeeping clean-up / catch-up
Taxes & Business Filings
✓ Individual income tax return(s)
✓ Business income tax return(s)
✓ IRS transcript reconciliation
Support & Communication
✓ Letters & notices support
✓ Audit protection
Consultation & retainer required.
