Home - Lopato & Associates, C.P.A.

Delivering

a full range of financial and

computer consulting services.

EXCEPTIONAL

ACCOUNTING, and

TAX PLANNING services.

Helping

in managing your financial goals

financial goals

FINANCIAL INSIGHT

We provide the FINANCIAL INSIGHT

for your company to grow.

Welcome to Lopato & Associates!

Lopato & Associates comprises of Accounting, Tax and Computer experts who are ready to provide professional solutions for our clients. Lopato & Associates is a San Diego CPA firm that is ready to help you. If you are ready for the next generation one stop solution call us now!

Individual Approach

Each tax return is unique just as each individual is unique. At Lopato & Associates we take an individual approach and each tax return is thoroughly checked by a certified public accountant to make sure everything is the best that it can be. You will be able to rest assured that you are paying the least taxes and you don’t have to worry that the IRS will come after you later on.

TOP TOOLS

At Lopato & Associates we have the latest software as well as subscriptions to databases and law libraries so that we can make the correct decisions all the time. Tax law can be extremely complexed requiring the most up to date information about changes and application of tax law.

TAX CONSULTING

At Lopato & Associates we focus on you the client. Every client meets with a certified public accountant to discuss their tax return and any questions or issues they may have. You will never be left with unanswered questions.

IMPORTANT TAX INFORMATION

Business Use of Home

Qualifying for Deduction To take a business deduction for home office expenses, you must use your home under one of the following …

Business Owners—Taking Money Out of a Business

Business Owners – Taking Money Out of a Business When taking money out of a business, transactions must be carefully structured to …

Business Management Tips

Online Business Resources www.sba.gov The U.S. Small Business Administration (SBA) provides programs for businesses in the areas of technical assistance, training and …

Business Expenses Worksheet

Business Expenses Worksheet If this is your first year with our firm, please provide a depreciation schedule for all property placed in …

Business Entity Pros and Cons

Sole Proprietorship Pros No formal creation process. Easy to operate and dissolve. No separate tax return. Easy to integrate business use of …

Business Entity Comparison Chart

Sole proprietor, single-member LLC, and spouses-owned business Entity Schedule C (Form 1040), Profit or Loss From Business Schedule F (Form 1040), Profit …

Audits

Representation Individual taxpayers who are under audit by the IRS may attend the audit in person without any assistance from a tax …

Alternative Minimum Tax

Alternative Minimum Tax (AMT) The alternative minimum tax (AMT) was originally enact-ed to ensure that high-income taxpayers pay at least a min-imum …

Tax News and Industry Updates

Standard Mileage Rate Cross References Rev. Proc. 2010-51 Announcement 2022-13 Notice 2023-03 The IRS has released the 2023 standard mileage rates for …

Sale of a Principal Residence

Exclusion of Gain Principal residence defined A principal residence is your main home, which is the home where you ordinarily live most …

TAX DEADLINES

Corporate Tax Deadline

The last day to file a corporate tax return without a penalty or extension is Mar 15 for an S Corp. and April 15 for a C Corp.

Personal Tax Deadline

The last day to file a personal tax return without a penalty or extension is April 15.

Extension Deadline

The last day to file a tax return with an extension is October 15.

Who We Are

Lopato & Associates is a highly experienced CPA firm. We provide top quality tax preparation services as well as other business related services such as book keeping, tax planning, computer consulting and many other accounting services. Many firms use people who have had a six week tax course or enrolled agents to prepare your taxes. We only use certified public accountants.