Delivering a full range of financial and computer consulting services.
EXCEPTIONAL ACCOUNTING, and TAX PLANNING services.
Helping in managing your financial goals
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.

Reporting Tip Income: The Basics

The short answer is yes, tips are taxable. If you…

New Tax Law Effects Tax-Exempt Organizations

The Taxpayer Certainty and Disaster Tax Relief Act, passed on…

Form 8962: Reconciling the Premium Tax Credit

Form 8962, Premium Tax Credit, reconciles 2019 advance payments of…

Tax Treatment of State and Local Tax Refunds

The Tax Cuts and Jobs Act (TCJA), enacted in December…

Home Equity Loan Interest Still Deductible

The Tax Cuts and Jobs Act has resulted in questions…

New Rules for Depreciation and Expensing

As part of final guidance issued that pertains to the…

It’s Not Too Late to Make an IRA Contribution

If you haven't contributed funds to an Individual Retirement Account…

Worker Classification: Employee vs. Contractor

If you hire someone for a long-term, full-time project or…

Are Social Security Benefits Taxable?

Social Security benefits include monthly retirement, survivor, and disability benefits;…

What to Do If You Are Missing Important Tax Forms

If you are ready to file your taxes but are…

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.

Call Us Today!

Call us today. Now is the time to prepare your tax return. Do not put off preparing your tax return until it is too late. Call us at 858-549-1295

Some Services We Offer

Payroll Services
Doing payroll in house can be time consuming, frustrating and a big hassle. As laws and regulations change payroll processing can become very difficult. At Lopato & Associates we can take that burden…
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Tax Planning
Doing taxes is like planning a trip. If you plan ahead everything will go smoothly but if you fail to plan you will hit bumps in the road and have problems. Tax planning…
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Tax Preparation Service
Lopato & Associates provides high quality taxation services. Did you know that by having a professional prepare your taxes you can get savings that you did not know were even possible? At Lopato…
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Tax Settlement Services
If you have gotten a huge bill from the IRS and do not know what to do we are here to help you! Even if you legitimately owe the IRS the money we…
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