We are committed to providing our
customers with the best possible
service. To deliver on this commitment
Lopez Financial Group retains the best
talent with years of experience. Rest
assured, we are prepared to help you
face your financial challenges.
Carlos
C. Lopez is the President and
Managing Partner of Lopez Financial
Group, LLC. With over 25 years
experience in tax preparation and
accounting,
Mr. Lopez directs a
business serving tens of thousands
of customers nationwide. Mr. Lopez earned his Bachelor’s
degree in Biology from
Pacific Union College in 1974
and his Master’s degree in
Accounting from the
University of San Francisco
in1980. He was enrolled to practice
before the IRS in 1988. Mr. Lopez
has received numerous honors and
awards. Most notably, the
U.S. Chamber of Commerce Blue Ribbon
Small Business Award. He resides
with his family in
Salinas, California.
Founded
as
Lopez Tax Service in Salinas, CA,
in 1983, Lopez Financial Group, LLC,
began as a small tax preparation
firm. Expanding over time to meet
the needs of its customers,
Lopez Tax Service added accounting,
bookkeeping, payroll, real estate
and mortgage services, assuming the
name Lopez Financial Group. Looking
to the future, Lopez Financial
Group, LLC, has aggressive plans to
establish its brands in markets
across the United States. We
recently celebrated the grand
opening of our new processing center
in North Texas. Regardless of our
size, we remain committed to serving
our customers in the same fashion
that made us successful; Fast,
Friendly, Accurate.
We offer an array of services
designed to make your life easier
and more profitable. We can prepare
your taxes or payroll and allow you
to offer those services to your
customers. Our staff realtors and
mortgage experts can help solve our
real estate and mortgage needs.
We’ve established working
relationships with immigration
attorneys to assist with that
important work. Soon, we’ll be able
to offer competitive insurance
solutions that provide peace of
mind. We are your financial
marketplace.