Who We Are
We are a TEAM.
We are DEDICATED to our profession.
We WORK hard to HELP our clients.
We LISTEN and ASK questions.
We BELIEVE in doing the RIGHT thing.
We are COMMITTED to God and our families first.
We are THANKFUL.
Jamie Lopez, CPA & Owner
Born and raised in Champaign, IL, Jamie was thankful to find his way out of the flat land and cold winters and attended Clemson University, where he graduated Cum Laude with a B.S. in Accounting and Departmental Honors.
From Clemson, Jamie was recruited to Charleston by a large CPA firm. There he earned his CPA certificate and began to focus his career in tax preparation and planning.
Jamie has spent the last 18+ years helping individuals and businesses successfully navigate through the complex tax code.
Jamie is married to the love of his life, Robin. They are blessed with three children and Buster, their dog.
When not working, Jamie enjoys running, golfing, watching his kids play sports and watching his Clemson Tigers play anything!
Jamie and his family attend Bethany United Methodist Church and are actively involved with the Friends in Faith Sunday School Class.
Civic and Professional
Member of the American Institute of Certified Public Accountants
Member of the South Carolina Association of Certified Public Accountants
A founding board member and current Treasurer for the Dorchester District 2 Educational Foundation
Current board member and Treasurer of Summerville Soccer Club
Current board member of Summerville Meals on Wheels
Member of Summerville Rotary Club
Basketball coach for Bethany UMC Community Youth League
A founding board member of the Summerville Miracle League. Previously served on board for three years
2013- 2015 Past board member and Treasurer of Summerville DREAM
2011-2013 Finance Committee Member of Bethany United Methodist Church
2006-2007 President, South Carolina Association of Certified Public Accountants Taxation Committe
2005 Member, South Carolina Association of Certified Public Accountants Taxation Committee
2002 Leadership Charleston Graduate