Because 'paranoia runs deep' (remember, it was the ___IRS___ that ultimately brought down Al Capone) I choose to use a professional to do my tax returns; I used a firm that did my late husband's business and our personal returns, but after his death in 2009, I wanted to use a different firm, and I was fortunate to find Lopez and Company. Mr. Richard Lopez and Ms. Elizabeth Lopez have done my taxes quickly, efficiently with attention to detail; in 2016, they refiled my 2015 return, as they discovered that I had overpaid, and I got extra money back! They are available to answer questions and use all available technology - I can take pictures of all pertinent documents and upload them for processing. I highly recommend Lopez and Company as tax preparation specialists! read more

We received a letter from the IRS stating we were being audited. Our tax preparer was not willing to represent us and we didn't know what we would do. We contacted Richard Lopez of Lopez & Company to see if he could help. Richard was able to review the request, our tax returns (which he did not prepare), and all of our back-up information and formulate a plan. He quickly grasped the details of the situation and was able to organize a response to the IRS. Richard represented us before the IRS and due to his efforts we got through the audit without any changes to our return. Lopez and Company's experience and professionalism saved us from a potentially costly IRS penalty. We highly recommend Richard Lopez and will be using him for all of our future tax needs. read more

We had such a positive experience last year when we moved to Murrieta and did not know of a CPA. Searching and doing research from yelp We came across The Lopez and Company. We were so concerned about paying capital gains...They are so knowledgeable of all tax laws and so professional...it turned out we owed nothing. Again this years we were unsure if we had to do a return at all since we are retired with no gross income. I called and he asked for our numbers...Next day he ran them through and advised me we did not have to file. He did not even charge me. He said to check again with them next year. Richard is so honest, helpful and explains thoroughly what is happening. I know The Lopez and Comlpany will take care of us in the future! read more

My family and I recently moved to the Fallbrook area, and unfortunately I waited to the last minute to find someone to do our taxes. Lucky for me I found Lopez and Company almost immediately. I called them and DID NOT get a recording, I was able to get a quote an appointment immediately. Lucky for me my taxes were not too complicated and I was able to have my taxes done while I waited, there was no rushing or pressure. Richard and Elizabeth were both very friendly and professional, tax season can be very stressful and Richard was able to alleviate any concerns I had about my taxes, I am very happy I found Lopez and Company and I highly recommend their services. I look forward to working with them again. read more

Richard and I met in 1990 and for the last 27 years Richard has been doing taxes for us. He has done personal, business, trust taxes for all those years. When I had a very bad year, he waived his fee without my asking. So not only is he professional and good at what he does, but he does it with compassion and sees the big picture. He and Elizabeth are quick to respond with any questions I have. I have referred Lopez and Company to at least a dozen of his current clients who have stayed with him! That is a sure testament of his track record!! So whatever your tax needs, Business, Trust, or Personal, Richard is your Financial Adviser and Accountant. read more

I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together using sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year! read more

Positive personality... friendly, respectable and trustworthy atmosphere!! I have trusted Richard to do my taxes for years and he has never let me down. He's the best financial professional around. He has always been there to go above and beyond my needs and expectations and has solved even my most complex financial problems. I can't say enough great things about his services and highly recommend Lopez and Company to those who have any type of financial or accounting problems or needs. read more

Lopez and Company staff have been performing my tax services since 1998. They are friendly, competent and professional. I've never had an issue with filing my returns and feel confident in their tax planning advice. I highly recommend their services, especially to small businesses. They specialize in small business consulting and tax planning & preparation. My daughter recently had an issue with the IRS, and Lopez & Company represented her case, saved her money. read more

I would recommend anyone that has tax issues of any kind to Lopez and Company, they are very knowledgeable when it comes to any tax situation. Personally I had at least 10 years of back taxes and the IRS was after me for over 200,000 dollars and now they have lowered to less than half. If not for they're guidance and expertise, I would be paying back the IRS for years to come, if not for them. Thank you Richard for all your help, and they do have good coffee. read more

5 Stars for The Lopez. We have somewhat complex Tax Returns, as we have a Home Based Business, aside from our Full time jobs. The Lopez Group are extremely helpful, replying promptly answering our all questions. They very professional & knowledgable with all the new Tax Laws that keep coming up. We are grateful for all their guidance, suggestions & the education we have received from them. We highly recommend The Lopez Group for all your Tax & financial needs. read more

I was in search of a local CPA to help me with my 2018 tax filing and found Lopez and Company on Yelp. I went in for my consultation and I must say that seeing Richard Lopez was an excellent decision. His professionalism was outstanding and his knowledge of all the new tax laws help my filing go incredibly smooth. Without a doubt, I am happy to say that I finally found a CPA I can trust and will continue to use for future filings. read more

Lopez and Company took excellent care of us with our Taxes. We found them extremely knowledgeable, very professional, and genuinely committed to ensuring the best tax outcome for us. They took the additional time to research the more complicated issues, give us advise on our finances and the upcoming tax year, and made us feel like we were their key customer. We can't help but give Richard and Elizabeth our highest recommendations. read more

I would like to thanks The Lopez Group for helping and guiding us in our taxes. We move to Temecula a year ago and we didn't know where to do our taxes, while searching places and reviews we found The Lopez Group and I am glad I did my homework finding this place, they are so professional and knowledgeable of their work. I definitely recommend this place and I will continue to do business with them. read more

The Lopez Group has been my tax preparer since 2013 and I appreciate their service. We have outstanding lines of communication to discuss in-process tax preparation. With recent life events and new career changes, The Lopez Group provided sound advice in navigating the new tax laws as they apply to my situation. Thanks again for all you do. I highly recommend their tax preparation services. read more

I called Lopez and Company and made an appointment. Mr. Lopez explained the difference between a CPA and a EA (enrolled agent). I was surprised to learn an EA doen't need a college degree... just pass a relatively easy test!!! Wow! What a difference in my return with Mr. Lopez. He saved me $$$$. He is brilliant!! friendly with great customer. By the way, he is a CPA!!! read more

My wife and I highly recommend The Lopez Group for tax preparation services. We have employed their services since 2013 and are extremely pleased with all their effort in delivering our returns. I'm glad I have them on our side because we'll definitely have more business-related and trust-related questions in the future. Thanks once again and we'll see you next year! read more

Lopez and Company have prepared my taxes now for three years I couldn't be more happy with them not only are they fast but once I signed the paperwork I had my refund in two weeks! Self employed single mother I was paying H&R Block 500.00+ to prepare for me. Lopez and Company charged me less then half Win, Win!! Thank you Richard and Elizabeth you are heaven sent. read more

Lopez and Company have prepared my taxes now for two years I couldn't be more happy with them not only are they fast but once I signed the paperwork I had my refund in two weeks! Self employed single mother I was paying H&R Block 500.00+ to prepare for me. Lopez and Company charged me less then half Win, Win!! Thank you Richard and Elizabeth you are heaven sent. read more

My wife and I had used a tax preparer for many years. But with the sale of some property and a small business we needed a CPA to help us with our taxes. Richard Lopez was the best choice we could have made. He was incredibly organized and easy to talk with. He was quickly able to understand our unique situation and help maximize our tax return. read more