Our Philosophy:

SIMPLE - Help our clients reach their goals.

 

All of us have a path to travel.  Sometimes it is short and straight.  But, many times it can be complex and difficult.

 

No matter what your path, our goal is to be YOUR trusted advisor and valued resource, to help YOU reach YOUR destination

 

successfully. 

Our Focus:

We utilize and embrace technologies so we can efficiently and effectively serve our clients, while providing them with the detailed focus and personal attention they deserve.  

 

Our practice focus includes tax preparation, innovative tax planning , business consulting and accounting  for individuals and small businesses. 

Locally Owned and Operated

Practice Areas:

 

  • Tax Preparation and Tax Planning

    • Individuals

    • Partnerships 

    • LLC's

    • S-Corporations

    • C-Corporations

    • Trusts/Estates

    • Non-profits

    • Past Due Returns

    • Income Tax Projections

  • IRS Tax Notices / IRS Representation

  • Business Start-ups

  • Business Formation Planning

  • Accounting & Bookkeeping Services

  • Quickbooks / Quickbooks Online

  • Financial & Retirement Planning

  • Cashflow & Budget Planning

Office Locations:

210 South Cedar Street, Suite 4

Summerville, SC 29483

222 West Coleman Blvd.

Mount Pleasant, SC 29464

(O) 843.879.8272

(F) 843.628.3623

(E) james.lopez@jmlcpallc.com

Skype - james.m.lopez.cpa.llc

If interested in additional information, contact us below:

© 2017 James M. Lopez CPA, LLC

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