About Us

A firm built on personal attention.

Certifications

  • IRS Certifying Acceptance Agent
  • Authorized IRS e-file Provider
  • Intuit Bookkeeping Trained
  • QuickBooks Level 1 Certified
  • QuickBooks Level 2 Certified
Portrait of Yeni Lopez

Yeni Lopez, AAS - Accounting

Founder & Principal Accountant

Tax • Accounting • Real Estate • Notary • Bilingual(Spanish & English)

Our Story

I’m Yeni Lopez, founder and principal accountant of Lopez Tax & Accounting. Growing up, financial literacy wasn't something my family talked about—frankly, we didn't even know the words. Navigating that confusion firsthand is exactly what motivated me to pursue an Associate of Applied Science in Accounting and dedicate my career to giving others the absolute clarity we lacked.

Today, I bring over a decade of deep accounting experience, including a rigorous six-year tenure at a specialized CPA firm, directly to small business owners and individual taxpayers. I handle the high-level complexities—from full-cycle bookkeeping and large-scale weekly payrolls to complex equity compensation and multi-state tax compliance—so you never have to feel overwhelmed by your numbers.

As a candidate for the IRS Enrolled Agent and Certified Fraud Examiner designations, and holding active real estate and notary public licenses, I don’t just log your past numbers; I provide an all-in-one protective shield to help you legally minimize your tax liability and confidently build your legacy.

Let's build your financial future together.

How It Works

Let's Make This Easy

Stay organized year-round with clean, up-to-date financial records and easy-to-understand monthly summaries.

  1. 01

    Book a Free Call

    Let's connect for a quick, no-pressure conversation where you can share your current situation, challenges, wishes and financial goals.

  2. 02

    Relax, I'll handle the rest

    From ongoing bookkeeping to tax deadlines, I'll manage the details — with regular updates, timely reminders, and total peace of mind.

  3. 03

    Get a Personalized Plan

    Based on our chat, I'll put together a tailored accounting plan that fits your business needs and supports your long-term success.

Testimonials

What Clients Say About Working With Me

Real reviews from clients on Google.
5.0 from 13 reviews.

Google

“Jenn at Lopez Tax & Accounting is absolutely reliable! She literally took care of everything and made the process completely stress-free. She also takes the time to explain anything and everything clearly. I highly recommend her services.”

Amy EGoogle review
Google

“Knowledgeable and experienced accounting and tax professional. Provides accurate guidance, demonstrates strong technical expertise, and handles complex tax matters with professionalism. Highly recommended for reliable and quality service.”

Kunal SharmaGoogle review
Google

“I highly recommend Lopez Tax and Accounting! They have been incredibly helpful, professional, and trustworthy. I really appreciate their continued help and support over time. They are definitely someone you can count on!”

Rachel V.Google review
Google

“Excellent service! Very professional, knowledgeable, and trustworthy. They took the time to answer all my questions and made the entire process easy and stress-free. I’m very happy with their service and highly recommend Lopez Tax & Accounting. Thank you so much!”

Santa VillafrancaGoogle review
Google

“Ms. Lopez helped me file my taxes. I was behind and didn’t know where to turn. Thanks again. Very happy with the results.”

LES Alphabet CityGoogle review

Read all 13 reviews on Google

Get Started

Let's Build The Right Solution For You.

Need something tailored to your business? No problem. I'll work with you to create a custom plan that fits your needs and budget.

Request a Custom Quote

FAQs

Your Questions Answered

Have questions? You're not alone! Check out my FAQs for helpful information or reach out to me if you need more details.

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