About Us // Sobre Nosotros
Lopez-Simpson Tax & Bookkeeping specializes in bookkeeping and tax preparation services for Individuals and Small business clients. We specialize in:
- Tax return filing and tax planning for individuals
- Bookkeeping and financial statements for small businesses
- Corporate tax return filing
Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods. Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Visit the Services area of our site to learn more about the many bookkeeping and tax services available to individuals and businesses. Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail. Feel free to contact the office from 9:00 AM to 6:00 PM EST time. We're here to help.
Mission
We will work to establish a partnership with our clients to help them to achieve their financial goals. We provide to our small business clients the highest quality, cost effective bookkeeping, payroll and tax services, thereby enabling our clients to achieve success and financial growth.
Values
Professionalism: By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. We make sure that every client is served by the expertise of our whole firm.
Responsiveness: Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. Through hard work, diverse talents, dedication and proper planning, we will delivery timely answer to your requests.
Quality: A tax and bookkeeping firm is known for the quality of its service. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed tax decisions. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Benefits
We help you take advantage of all the tax deductions, exclusions and exemptions made available by law to save on taxes while minimizing the chance of audit. We offer a full array of Bookkeeping and Tax Preparation Service. We will give you the full resources you expect only from a large firm while maintaining the personal touch.
Our Business Hours are 9:00 am to 6:00 pm Monday through Friday.
Meet the Team
CEO and Tax Preparation, Bookkeeping & Payroll Services Manager – Ana is a bookkeeper and tax professional with more than 5 years of experience. She directs all of our bookkeeping and payroll activities in support of our Clients, supervises our staff. She speaks fluent Spanish.
CFO and Tax Preparation Manager – Victor has more than 10 years of tax experience from big 4 tax to industry. He has experience in international tax and Latin American Taxes. He handles about 50% of the Individual Tax Return preparation work and 50% of the Business Entity Tax Returns. He speaks fluent Spanish.