| Lopez Tax Service, Inc. |
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| Our firm offers a wide range of services to our individual and business clients. Each one of our offices is a premier office and a Financial Marketplace(sm). Our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements *Litigation support |
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| CTEC Qualified Education Provider |
| We provide the 60 Hour Qualifying Tax Education Course and 20 Continuing Tax Education We offer the Qualifiying Education class in Marina, Soledad, Gilroy and Salinas. 20 Hour Continuing Education Courses are offered online and more information will be available soon.
For more information or to register email taxschool@lopeztax.com |
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| CTEC Qualifying Education Form |
| Dear Prospective Student: Thank you for your interest in The Comprehensive Income Tax Course. This course provides entry-level tax education, which consists of 45 hours of Federal Income Tax instruction and 15 hours of California State Income Tax instruction. The Comprehensive Income Tax Course is designed to qualify individuals for employment as tax professionals in California (CTEC 2080-QE-0001). The Comprehensive Income Tax Course is taught through the use of reading, homework assignments, class exercises, practice client interviews, and instructor lecture. The course is both interactive and self-study. Classes will be offered in Soledad, Marina, Gilroy & Salinas. Twenty-One (21) three (3) hour classes will be held evenings from 6:00 pm to 9:00 pm, beginning Tuesday September 7, 2010. The Saturday class will be held from 9 am to 4 pm beginning September 11, 2010. We are also offering day classes starting Thursday September 9, 2010 from 9:30 am – 12:30 pm. Certificates of completion will be issued to those students achieving a 70% or better on the course final and 70% of attendance, however, it is highly recommended that all classes be attended since the subject material from one class leads to the next. Enclosed please find an informative brochure, a registration form and class dates. Register today to take The Comprehensive Income Tax Course, class size will be limited, register early! All major credit cards are accepted and an installment plan is available. If you have any questions, please call us at 831.422.4888 or 888.575.4829. Sincerely, Kristeena S. Lopez Education Development Manager
Lopez Tax Service, Inc. Comprehensive Income Tax Course 2010 REGISTRATION FORM Registration Deadline is August 27, 2010 Name (Please Print): Phone: Address: City: State: Zip: Payment 1. [ ] Enclosed is $ 199.00* as full payment of $99.00*Tuition and $100.00* Registration & Books Fee. Method: 2. [ ] Enclosed is my $100.00* Registration & Books Fee. I will pay $99.00* balance in full at the first session. 3.[ ]Enclosed is my $100.00* Registration & Book Fee. I will pay a $33.00* installment by the second session of each week for the first three weeks of class beginning with Session 2. 4. [ ] Please charge the $199.00* payment to my credit card as follows: [ ] VISA [ ] MasterCard [ ] American Express [ ] Discover Credit Card Number_____________________________________________________ Expiration Date:__________ Security Code:__________ Billing Zip Code:__________ Signature:_____________________________________________________________ Class Location and Start Date Preference 1____________________________________ Class Location and Start Date Preference 2____________________________________ Enrollment Terms: The courses offered are subject to cancellation in the event of insufficient enrollment. Students will receive training in the subjects outlined in the promotional literature. Completion of the course does not guarantee employment, nor are graduates required to work for the company. *If for any reason the student is not satisfied, he/she may withdraw prior to completing 25% of the course and receive a full refund of any prepaid tuition (total payment less fees for registration, books and materials). If the student withdraw occurs from 25% - 50 % of completing the course, the paid tuition portion will be return, book fees and registration will not be return. If cancellation occurs after completion of 50%, but before 75% of the course, the student’s obligation is 75% of the tuition plus registration fee. If cancellation occurs after completion of 75% of the course, the student’s obligation is 100% of the tuition and fees. (Cancellation shall be considered to have occurred no later than seven days after the last date of attendance). Registration and books & material fees are nonrefundable after the first class session unless the class is canceled, in which case, upon return of any issued books in reusable condition, all fees will be refunded in full. I have read and understand the cancellation and refund policy as stated above. Please enroll me in the Income Tax Course I have specified. I understand this agreement becomes a legally binding instrument upon the school’s written acceptance of my application for admission. Signature: Date: Please return to: Education Department Lopez Tax Service, Inc. 1588 Moffett Street Suite F Salinas, CA 93905 Note: Please keep a copy of this registration form for your records. 1588 MOFFETT STREET SUITE F SALINAS, CA 93905 831.422.4888(phone) 831.422.4844(fax) MONDAY- WEDNESDAY CLASS 6PM- 9PM 265 Reservation Rd, Marina 831.384.4829 280 East 10th St Suite F, Gilroy 408.846.6228 Wednesday September 8, 2010 Chapter 1 Monday September 13, 2010 Chapter 2 Wednesday September 15, 2010 Chapter 3 Monday September 20, 2010 Chapter 4 Wednesday September 22, 2010 Chapter 5 Monday September 27, 2010 Chapter 6 Wednesday September 29, 2010 Chapter 7 Monday October 4, 2010 Chapter 8 Wednesday October 6, 2010 Chapter 9 Monday October 11, 2010 Chapter 10 Wednesday October 13, 2010 Mid-Term Monday October 18, 2010 Chapter 11 Wednesday October 20, 2010 Chapter 12 Monday October 25, 2010 Chapter 13 Wednesday October 27, 2010 Chapter 14 Monday November 1, 2010 Chapter 15 Wednesday November 3, 2010 Chapter 16 Monday November 8, 2010 Chapter 17 Wednesday November 10, 2010 Chapter 18 Monday November 15, 2010 Chapter 19 Wednesday November 17, 2010 Final Monday November 22, 2010 Pick-up papers and certificates Lopez Tax Service reserves the right to change class schedule, location or dates A minimum of 10 students need to be registered Please keep a copy of the class schedule 1588 MOFFETT STREET SUITE F SALINAS, CA 93905 831.422.4888(phone) 831.422.4844(fax) Tuesday- Thursday 6PM – 9PM 1588 Moffett Street, Suite F, Salinas 831.422.4888 Tuesday September 7, 2010 Chapter 1 Thursday September 9, 2010 Chapter 2 Tuesday September 14, 2010 Chapter 3 Thursday September 16, 2010 Chapter 4 Tuesday September 21, 2010 Chapter 5 Thursday September 23, 2010 Chapter 6 Tuesday September 28, 2010 Chapter 7 Thursday September 30, 2010 Chapter 8 Tuesday October 5, 2010 Chapter 9 Thursday October 7, 2010 Chapter 10 Tuesday October 12, 2010 Mid-Term Thursday October 14, 2010 Chapter 11 Tuesday October 19, 2010 Chapter 12 Thursday October 21, 2010 Chapter 13 Tuesday October 26, 2010 Chapter 14 Thursday October 28, 2010 Chapter 15 Tuesday November 2, 2010 Chapter 16 Thursday November 4, 2010 Chapter 17 Tuesday November 9, 2010 Chapter 18 Thursday November 11, 2010 Holiday Tuesday November 16, 2010 Final Tuesday November 23, 2010 Pick-up papers and certificate Lopez Tax Service reserves the right to change class schedule, location or dates A minimum of 10 students need to be registered Please keep a copy of the class schedule 1588 MOFFETT STREET SUITE F SALINAS, CA 93905 831.422.4888(phone) 831.422.4844(fax) Tuesday- Thursday 9:30 am – 12:30 pm 1588 Moffett St. Suite F, Salinas 831.422.4888 Thursday September 9, 2010 Chapter 1 Tuesday September 14, 2010 Chapter 2 Thursday September 16, 2010 Chapter 3 Tuesday September 21, 2010 Chapter 4 Thursday September 23, 2010 Chapter 5 Tuesday September 28, 2010 Chapter 6 Thursday September 30, 2010 Chapter 7 Tuesday October 4, 2010 Chapter 8 Thursday October 6, 2010 Chapter 9 Tuesday October 12, 2010 Chapter 10 Thursday October 14, 2010 Midterm Tuesday October 19, 2010 Chapter 11 Thursday October 21, 2010 Chapter 12 Tuesday October 26, 2010 Chapter 13 Thursday October 28, 2010 Chapter 14 Tuesday November 2, 2010 Chapter 15 Thursday November 4, 2010 Chapter 16 Tuesday November 9, 2010 Chapter 17 Thursday November 11, 2010 HOLIDAY Tuesday November 16, 2010 Final Tuesday November 23, 2010 Pick-up papers and certificate
Lopez Tax Service reserves the right to change class schedule, location or dates A minimum of 10 students need to be registered Please keep a copy of the class schedule 1588 MOFFETT STREET SUITE F SALINAS, CA 93905 831.422.4888(phone) 831.422.4844(fax) Saturday 9am – 4pm Soledad 2161 H Sr DelaRosa St. 831.678.8598 Saturday September 11, 2010 Chapter 1 & 2 Saturday September 18, 2010 Chapter 3 & 4 Saturday September 25, 2010 Chapter 5 & 6 Saturday October 2, 2010 Chapter 7 & 8 Saturday October 9, 2010 Chapter 9 & 10 Saturday October 16, 2010 Mid-Term & Chapter11 Saturday October 23, 2010 Chapter 12 & 13 Saturday October 30, 2010 Chapter 14 & 15 Saturday November 6, 2010 Chapter 16 & 17 Saturday November 13, 2010 Chapter 18 & Final Saturday November 20, 2010 Pick-up papers and certificates
Lopez Tax Service reserves the right to change class schedule, location or dates A minimum of 10 students need to be registered Please keep a copy of the class schedule |
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| Notary Public & Education |
| We have a California Commissioned Notary Public on duty in all of our offices during our normal business hours. We can also make arrangments for a notary to travel within a 25 miles radius from one of our offices.
Lopez Tax Service will be offering the Notary 6 Hour Ethics Course required to renew or apply for a notary commission. The registration deadline is 20 days before the scheduled class. Space is limited! The course is $129 ($50 due at registration and the remaining $79 at the door) and sign in begins at 8:00AM. CPS requires us to have a minimum of 15 students to take the test immediately after the class. If we do not receive 15 students you will be responsible to the the exam at a later date. We will still offer the 6 hour required course. At the time of the exam the State of California requires a check for $40 made out to the Secratary of State and a 2x2 passport size current photo. On the day of the exam please bring:
After you have taken your State exam, the results will be mailed to you within 10 working days after the exam date. For more information or a registration form email notary@lopeztax.com |
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| Quickbooks Courses |
| Free QuickBooks Course Lopez Tax and Financial Group, Inc. proudly announces a Free QuickBooks Course taking place Saturday May 8th, 2010. This course will consist of a 3 hour introduction to QuickBooks taught by QuickBooks Certified Pro Advisors. There will be no fee for the course and space is limited. This course will be offered in two sessions. Session 1 will take place from 9am to 12pm and Session 2 will take place from 2pm to 5pm. Please register by May 3rd by calling 831-422-4888 or visiting your local branch of Lopez Tax Service, Inc.
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| Quick Books Certified Seller |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations *Taxing authority representation *Divorce and support issues *Tax effects of buying/selling a business |
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| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs. |
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| Business Consulting |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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| ITIN Certifying Acceptance Agency |
| We are certified by the Internal Revenue Service to review your original documentation and submit your certified copies to the IRS along with your completed 1040 so you can receive an Individual Tax Identification Number. This will allow you to file your tax returns with the IRS. |
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| Debt Reduction Planning |
| We can help you develop a plan to reduce your consumer debt. We also provide mortgage services to consolidate your debt. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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| Heavy Equipment Tax |
| We can help you fill out your form for Heavy Equipment Tax IRS Form 2290. We can also fill out your California Board of Equalization IFTA forms. |
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| Real Estate Services |
| Lopez Tax Service, Inc. is uniquely related to Lopez Financial Group, Inc. a California Real Estate Broker. |
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| Rental Information Services |
| Arrange a consultation with one of our licensed tax professional to help you with all aspects of rental sales, 1031 exchanges, etc. |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: *Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Computer systems *Financial & retirement decisions *Estate, trust & gift planning |
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| Other Services |
| Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service. *Mergers & acquisitions *Asset protection *Investment review *Bankruptcies *Litigation support *Cash flow forecasting *Employee benefit plans *Expert witness services *Internet commerce |
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| Non Profit and Exempt Organizations |
| There is a lot of confusion about what a non profit organization is. We can help your Little League Team, Booster Club, Religious Organization, etc. become a recognized non profit organization. |
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