Services Offered

Tax Planning
Audit & Assurance
Accounting
Nonprofit Accounting

Specialties

Financial Planning
Personal Financial Consulting Read more
Accounting
Tax Planning
Tax Planning and Preparation: Returns for individuals, businesses, exempt organizations, trusts and estates. Read more
Audit, Review & Compilation
Auditing: Audits for closely held businesses and not-for-profit organizations, including single audits and pro... Read more
Estate & Trust Tax
Retirement, Estate and College Planning Read more
IRS Representation & Tax Resolution
IRS, State and Local Representation: Representation ranging from letters and calls to detailed negotiations an... Read more
QuickBooks & Accounting Software
Computerized Accounting Systems Support: Advice and help setting up and maintaining a company's accounting sys... Read more

About Jerry Lopez

Jerry Lopez joined the firm in 1996 as a staff accountant and became a partner. He works in tax planning and preparation, accounting and auditing for for-profit and not-for-profit clients.

Education

Bachelor's, Industrial and Labor Relations (Accounting concentration)

Professional Memberships

American Institute of Certified Public Accountants
Greater Washington Society of Certified Public Accountants

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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