Lopez Insurance & Tax Solutions

The initial consult is about 30 minutes. After that, the full analysis usually takes 3–5 business days depending on document turnaround.

We typically request your last 2 years of tax returns and a basic financial overview.

That’s perfectly fine. Many clients come to us for strategy, then take the plan to their current CPA—or choose to implement with us.

There isn’t one. If we can’t show you at least what you paid in the assessment as potential savings, you don’t pay.

Business owners or high earners paying $30k+ in taxes annually, especially those who haven’t had proactive tax planning done before.

You’ll get a custom strategy and next-step options. If you’d like support implementing it, we’ll discuss that—but there’s no obligation.