I was looking for help on filling out a W-4 an allocation advice. Jason helped me figure this out…read morealong with other suggestions. He is open and honest. I highly recommend using his services.

Jason is responsive and on the ball. He helped me get a return on my taxes in 2026 and 2025. His…read morepricing is fair and he is willing to spend 1 on 1 time when needed. Great service, will continue to be a client.

Nakata Consulting is an essential piece of my business life!!…read more But for the rest of this review let's just be on a first name basis and talk about Joe. I would have probably given up the whole self employed business long ago if not for Joe. I found Joe through some other colleagues in the Boston photography network years ago. I'll admit I was more than clueless about how to keep my bookkeeping organized and he took me under his wing, took the chaos and made sense of it all. Now I do most of the bookkeeping on my own and he gives it a look once a month to make sure I'm on track. In a "teach a man to fish...." sort of a way. Monthly, quarterly and annual taxes are a breeze now and I can confidently make business purchases and know the overall health of the business. If you're a small business (he has a keen knowledge of the photography business - take a look at his client list!! http://www.nakataconsulting.org/links.php ), but also for restaurants, etc... He'll do your sales taxes, bookkeeping, consulting and all at reasonable rates. I've referred him to friends (non-business owners) as well and he'll definitely take care of you. So walk right past H&R Block and call Joe!

Joe is not only a wonderful and kind person but is amazing at what he does! Whether you need…read moresomeone just for tax time or a year round consultant, he can do it all. He is quick, efficient, and has tremendous communication. A must hire!

My experience working with Lopez Insurance & Tax has been very positive. I was several years behind…read morein my business and personal income tax filings and was missing a lot of critical information that was needed to file accurate tax returns. Ms Lopez helped me in contacting the IRS on the phone to get the relevant information and then in filing the missing 3 years of federal & two states in a couple of days. Also while we were waiting for the IRS callbacks, she helped me lower my car insurance by approx $5000 a year. Her pricing was very reasonable and a fraction of what my last CPA would charge me. I received the refunds owed to me in about a week. I would use their services again.

From the owner: At Lopez Insurance & Tax Solutions, we provide trusted guidance for individuals and business owners…read moreacross five core areas: - Expert Tax Advisory & Planning - Reliable Bookkeeping & Financial Organization - Comprehensive Insurance Coverage (Auto, Life, Business & More) - Certified Notary Public Services - Business Consulting to Help You Scale Smarter Whether you're looking to lower your tax bill, get your books in order, protect your assets, notarize important documents, or grow your company—we're here to help. * Local. Bilingual. Personable. * Serving our community with integrity and results. * Call now or message us to book a free consultation today!