We will be closed on Monday, November 11th, in observance of Veterans Day. We’ll reopen on Tuesday at 9:00 AM PT.

WE HELP YOU MAXIMIZE YOUR TAX REFUND!

Tax preparation • Bookkeeping • Notary • Accounting • ITIN • CAA

Drop-Off

In-Person Appointment

Virtual Appointment

Lopez Tax Service

Lopez Tax Service, Inc. is an award-winning training company that has been locally owned and operated for over 40 years. This minority-owned business has been recognized in the Inc 500/5000 as one of the fastest growing businesses for 2008.

We are an essential business serving over 100 payroll and sales tax clients. Our general hours are 9 am to 6 pm for drop-offs and pick-ups. Please call/text ahead to check your location’s office hours.

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Tax Return Filing Options

Drop-off
Documents

Don’t want to wait in the lobby? Drop off your documents. We’ll process your tax return the same day if you have an appointment. You can wait in your car and we’ll text you when we’re done.

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In-Person
Appointment

We are accepting in-person appointments! We’re taking several safety measures for you to come into one of our office locations to file your taxes. Remember to bring in all your income forms and deduction records.

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Virtual
Appointment

It’s easy! All you have to do is submit your documents online through our client portal. We’ll process your tax return. We will require a final webcam chat or phone call to verify your identity before submitting.

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Serving the Monterey County for Over 40 years!

The website was designed to be very user friendly; uploading our documents prior to our appointment was a breeze. At the appointment, our tax preparer was knowledgeable and friendly.

Elizabeth Swain

Muy eficiente servicio y amabilidad

Ana Perez

Gracias por el servicio muy profesional y la ayuda de la preparación de mus impuestos.

Miguel Cardenas

Excellent experience every year since 1995

Rex Bennett
I have been with them for over twenty years. I have no intentions of going anywhere else. An outstanding group of people!

Laurice Sylvia

Love working with Mr. Lopez & his staff. They are the best!! Always answering my questions.

Verónica “Vero”

Very professional and would highly recommend them

John Holaday

Carlos López has been preparing my financial documents for many years, and I have been very happy and satisfied with his efficient, competent and professional work.

Jose Velasquez
Always professional service. They pay attention to detail and take all of your tax matters seriously. I would not think I’m going anywhere else.

Robert Soratos

Very professional, I recommend Lopez Tax Service, They should have more than 5 stars

Henry Moreno

This company is very professional & honest.You can count on their very complete knowledge of accounting..Above all they are very friendly, kind and positive. I can guarantee u... read more

Larry Payton

Knowledgable, professional, and the best service around! I've been using them for years and cant imagine going anywhere else. If your looking for someone new then give Lopez tax a... read more shot, you wont be disappointed!

Doug Renwick
Carlos and his team have been handling taxes for me, and now me and my wife, for almost 10 years. Every year, I have been amazed at his attentiveness and... read more

jeff cox

This was my second year using Lopez Tax Service and I have been extremely satisfied with Carlos and his team. Very Profesional environment and a feeling of confidence that you... read more

Patrick Gifford

Carlos Lopez has prepared my taxes for the past 17 years. He consistently provides the highest level of expertise and does not leave any tax deductions on the table.... read more

Holly Alexander

Have used Lopez Tax Svc for almost 30 years. Very professional, very knowledgeable, and very pleasant to do business with.

Donald Barger
I have been a loyal client of Lopez Tax Service almost since they first opened for business. Carlos Lopez has never steered me wrong. He is an honest and very... read more

Richard Soratos

Lopez Tax Service has been doing my taxes since they first opened almost 25 years ago. Carlos Lopez,the owner, makes sure his office personnel know the tax laws so as... read more

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OUR SERVICES

Your Trusted Tax & Bookkeeping Advisors

Bookkeeping

Bookkeeping helps you stay on top of your finances and gets you better prepared for tax time. Don’t have the time to handle bookkeeping responsibilities yourself? Our knowledgeable staff members will implement a system that will get you organized.

Tax Planning

Tax planning plays a key role in every smart business strategy. Our experienced staff is up to date on the latest tax laws and can provide insight on new trends and developments. We will use our expertise to minimize your tax liabilities.

Payroll

There are many variables when handling payroll including garnishment, taxes, 401(k) accounts, commissions and more. Our payroll staff will see to it that everything is done by the book, so you have one less thing to worry about.

Notary

We have gained valuable experience over the years in numerous specialized areas. Our notaries are bonded and insured. You can look forward to getting your documents notarized quickly and conveniently.

Individual Tax Preparation

Our representatives are highly skilled in all facets of tax preparation. We are up to date on the latest tax laws. We will help you maximize your deductions and give you a better understanding of your financial outlook.

Business Consulting

We gauge our worth by the personal and business success of our clients. We can help your business identify areas negatively affecting profitability and growth and come up with solutions that make sense.

Business Tax Preparation

We work with businesses at every stage from start up to major corporations. We offer services to corporations, partnerships, s-corps and sole proprietorships. We can take care of everything from tax prep to tax planning and more.

IRS Representation

We all know how stressful the auditing process can be. We have years of experience dealing with taxing authorities. Our high level of competence ensures that our clients will be properly represented before various federal and state tax agencies.