Lopez Tax & Accounting · Merrick, NY · nationwide by Zoom
Your books, your taxes, your ITIN. Explained in words you know.
Hi, I’m Yeni Lopez. I keep the books, file the returns and run the payroll for individuals, freelancers, landlords and small businesses, and I explain every step in plain English or Spanish. Over ten years in accounting, six of them inside a specialized CPA firm, now one-on-one.
Hola, soy Yeni Lopez. Ayudo a personas y negocios a mantenerse organizados, en regla y con confianza en sus finanzas.
Three kinds of clients who get the most from one-on-one help.
Individuals, freelancers, small businesses and property owners all work with Yeni. These three tend to have the most questions and the most to gain.
Landlords & property owners
Administración de propiedades
Own a rental? Keep more of what it earns.
Rental income, expenses and tax reporting handled by someone who also holds a real estate license, so the property side and the tax side finally agree.
Schedule E done rightRental income and expenses tracked all year, not rebuilt in April.
Cost segregationAfter you buy, build or renovate, depreciate more of the cost sooner.
Transaction guidanceLicensed real estate know-how, from the deal to its tax effects.
Notary on handDocuments and agreements notarized in the same place.
ITINs, foreign accounts, two countries. Explained in Spanish.
Yeni is an IRS Certifying Acceptance Agent, so ITIN applications and renewals start with her, not a mailbox. Foreign accounts and life on both sides of the border are covered too.
New ITINs & renewalsApplications prepared with a Certifying Acceptance Agent.
FBAR filingsStay compliant when you hold accounts outside the U.S.
U.S. & CanadaWith a cross-border tax specialist; 1040NR for nonresidents.
Document translationFinancial and business documents, translated.
For you if: You bought, built or renovated a property.
English
A building study that separates the parts of a property so more of the cost can be depreciated sooner. Useful for owners who have bought, built, or renovated real estate.
Español · Segregación de costos
Un estudio del edificio que separa las partes de una propiedad para depreciar más del costo antes. Sirve a quienes compraron, construyeron o renovaron un inmueble.
For you if: You run an LLC or corporation in one or more states.
English
State annual reports for the entities you already operate. We prepare and file them in New York, New Jersey, Connecticut, Massachusetts, Pennsylvania, Delaware, Florida, Colorado, and Wyoming.
Español · Informes anuales
Informes anuales estatales para las entidades que ya operas. Los preparamos y presentamos en Nueva York, Nueva Jersey, Connecticut, Massachusetts, Pensilvania, Delaware, Florida, Colorado y Wyoming.
For you if: You live, work or hold assets in the U.S. and Canada.
English
Living, working, or holding assets on both sides of the border? In partnership with a cross-border tax specialist, we help clients navigate US and Canadian tax obligations and stay compliant in both countries.
Español · Servicios transfronterizos
¿Vives, trabajas o tienes bienes a ambos lados de la frontera? Junto con un especialista en impuestos transfronterizos, ayudamos a cumplir las obligaciones fiscales de Estados Unidos y Canadá.
Yeni runs payroll from start to finish for a regional transportation and logistics firm. Each week she checks timecards, commission tiers, pay differences and benefit deductions, answers employee pay questions and handles year-end reporting, so pay stays on schedule as the team grows.
Each month, one page that tells you where you stand.
Clean, up-to-date records all year, and a monthly summary written so you can actually read it. No jargon, and if a word needs explaining, Yeni explains it.
General information, not tax advice for your situation. Rules depend on your facts and change often; talk with a tax professional before acting on any of these. Prefer the phone? Call (516) 717-5362.
Meet Yeni Lopez · Founder & Principal Accountant
She learned the words the hard way. Now she teaches them to her clients.
Growing up, financial literacy wasn’t something Yeni’s family talked about. They didn’t even know the words. That confusion is exactly what pushed her to earn an Associate of Applied Science in Accounting and to build a career around giving people the clarity her family lacked.
Over a decade later, including six rigorous years at a specialized CPA firm, she handles the complex parts herself: full-cycle bookkeeping, large weekly payrolls, equity compensation and multi-state compliance. Now she brings that experience directly to small business owners and individual taxpayers, without the corporate overhead.
“Al crecer, la educación financiera no era un tema del que mi familia hablara. Francamente, ni siquiera conocíamos esas palabras.”
“Jenn at Lopez Tax & Accounting is absolutely reliable! She literally took care of everything and made the process completely stress-free. She also takes the time to explain anything and everything clearly. I highly recommend her services.”
Amy EGoogle review
“Ms. Lopez helped me file my taxes. I was behind and didn’t know where to turn. Thanks again. Very happy with the results.”
LES Alphabet CityGoogle review
“Knowledgeable and experienced accounting and tax professional. Provides accurate guidance, demonstrates strong technical expertise, and handles complex tax matters with professionalism. Highly recommended for reliable and quality service.”
Kunal SharmaGoogle review
“I highly recommend Lopez Tax and Accounting! They have been incredibly helpful, professional, and trustworthy. I really appreciate their continued help and support over time. They are definitely someone you can count on!”
Rachel V.Google review
“Excellent service! Very professional, knowledgeable, and trustworthy. They took the time to answer all my questions and made the entire process easy and stress-free. I’m very happy with their service and highly recommend Lopez Tax & Accounting. Thank you so much!”
Santa VillafrancaGoogle review
Services · Servicios
Six core services. One person who knows your file.
Practical, one-on-one accounting designed around your goals, from a single tax return to books, payroll and planning all year.
Bookkeeping & monthly reports
Contabilidad y reportes mensuales
Stay organized year-round with clean, up-to-date records and easy-to-understand monthly summaries.
Individuals, freelancers, small businesses and property owners who want clear books and tax support. That includes landlords, families who need an ITIN, people with accounts outside the U.S., and employees paid in RSUs, ISOs or ESPPs.
Do you work in Spanish?
Yes. Yeni is bilingual and works with clients in English or Spanish, from the first call to the finished return.
Do you offer one-time or ongoing services?
Both. Monthly bookkeeping stays with you through the year, and tax preparation can cover a single filing season.
Can you help me if I’m behind on my bookkeeping or taxes?
Yes. Yeni can clean up past months and help you get current on filing.
How does pricing work?
Flat-rate and transparent. Every situation is different, so you get a personalized quote after a free call, before any work starts.
Do you only work with local clients?
No. Yeni is based in Merrick, NY, and works with clients across multiple states by Zoom. She prepares and files state annual reports in New York, New Jersey, Connecticut, Massachusetts, Pennsylvania, Delaware, Florida, Colorado and Wyoming.
Can you help me get or renew an ITIN?
Yes. Yeni is an IRS Certifying Acceptance Agent and helps with new ITIN applications and ITIN renewals.
How do I get started?
Book a free call or call (516) 717-5362. Tell Yeni where things stand, and she will outline a plan that fits. Requests get a reply within 24 hours.
Get started · Empecemos
Tell me where things stand. I’ll outline a plan that fits.
A free, no-pressure call with Yeni: your books, your taxes, what you’re behind on and what comes next. You get a flat-rate quote before any work starts.
Agenda una llamada gratis. Cuéntame cómo están las cosas y te preparo un plan que encaje.
