Tax & Accounting advisories for Individuals & Small Businesses
WE OFFER
We can work together and help you prepare an accounting plan by assisting with what software to utilize, how to maintain records, payroll, budgeting/planning, and reports to help management make decisions.
Having experience in financial reporting, our team will help maintain your accounting in great shape and develop reports to give you an accurate picture of operations.
Our team can assist with your business’s tax reporting requirements. We have experience with 1099, W-2, 941, 940 along with 1120, 1120S, 1065, K-1’s, and Schedule C, 1099’s, 1096.
We can also assist with State reporting requirements regarding Sales Tax Reports and Franchise reports.
We can also assist our clients with planning for upcoming events and future projects from a tax perspective helping them understand the impact on their Federal and State reports.
We can assist in performing calculations and issuing wire deposits for your employees and contractor. We can also perform Quarterly Payroll reports and submit any necessary reports to agencies.
We understand business operations are constantly adapting to a changing environment. We are here to help management make decisions for their business by performing research, having discussions, and creating ad hoc reports to analyze data.
WE ARE SPECIALISTS
Businesses have their own Federal and State reporting requirements each with a stated filing date.
Our team has experience with preparing Federal forms 1120, 1120S, 1065, K-1’s, and Schedule C, 1099’s, 1096 and along with State Sales Tax and Annual Franchise reports.
In today’s complex financial landscape, navigating taxes, managing finances, and complying with governmental regulations can be overwhelming. With a clientele ranging from individuals to businesses, we have the necessary tools to help meet your accounting needs. We will also collaborate with you to ensure any and all personal and professional goals are met.
Our team will have discussions with you in understanding business operation decisions and their impact from a tax perspective.
We are available to discuss tax entity selection, asset purchase, and dissolution.
ABOUT US
Over 10 years of experience in tax, accounting, and financial reporting. When I am not working for my clients I contribute my time to support charitable organizations such as Boy Scouts of America and animal rescue groups.
My passion is helping small business owners and individuals manage and grow their financial literacy knowledge. With over 10 years of accounting and tax experience, I provide clients with expert advice, professionalism, responsive communication, and peace of mind. In my free time I like volunteer at my church and spend quality time with my family and friends.
Howdy, I am an economics major at Texas A&M University, graduating class of 2025. While going to school I work on maintaining clients’ bookkeeping needs, making financial statement reports, and assisting in the performance the payroll processing. During tax season I assisted the team by performing any initial data entry and communicating with clients for obtaining records and documents. In my free time I like working out, reading, and spending time with my friends and family.
Established in 2021, Our Team has the
Knowledge
and
Expertise
to Ensure
Professional, Accurate, High-Quality Service.
OUR PRACTICE
GET IN TOUCH
If we can be of any help, please contact us by email, phone,
write us or contact us on our social platform.
Anna
Phone Number
713.922.3778
a.diaz@lopezndiaz.com
Working Hours
Mon – Fri: 8 am – 8 pm
Saturday: 9 am – 7 pm
Frank
Phone Number
832.814.3352
f.lopez@lopezndiaz.com