Consolidate Like Accounts Into One
Education 529 Plans
Long Term Care Insurance
Al Lopez is the Enrolled Agent at Al’s Tax Services. Al is a native of California, attended Public Schools and College in California and at Drake University in Des Moines Iowa. He received the BA and MA degrees from Drake University in 1962. He then taught in the public schools of Iowa and California for the next 17 years. His last position as a teacher was teacher of mathematics at a middle school in CA. While teaching he observed that he could help his fellow teachers in preparing their tax returns so they could receive the full benefit of deductions and credits available to them in their profession. This led to enrolling in a tax preparation course. He completed that and thereafter his tax preparation requests increased so much that he eventually decided to follow this profession full time. To improve his skills he studied and passed the IRS Enrolled Agent Exam and became an enrolled agent on November 6, 1984. (See Enrolled Agent) While he continued to increase his tax clientele he could see a need to provide his clients additional financial benefits. By helping clients invest in tax deductible IRA and other retirement plans he could help them save on their tax bill and at the same time help them start to build an estate for themselves.
He completed training in this field and became a Registered Representative licensed to market various retirement plans through the best of a multitude of Mutual Funds available to the public. (see Other Services) In 2005 Al moved from California to McKinney TX to be closer to family members. Al’s tax Services still retains many clients from CA while building up a clientele in TX. Because of the technology available today our clients still receive quality tax preparation services via the mail and other means no matter where they reside. Many present and past clients are now scattered all over the United States, including Alaska. We will accept clients no matter where they reside. We assist you in compiling your records and stay with you until the job is completed. An appointment is welcome but not necessary if you would like to communicate by phone or email.
Who is an Enrolled Agent?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (PDF)
Do you take walk-ins?
Yes, Walk-ins can be served by filing out a basic information sheet and dropping off their tax documents. Al will then review the submitted information and call you back if an appointment is necessary. If no appointment is needed, he will prepare your returns using the information provided.
Will I get penalized if I file late, but am due a refund?
No. You will only get penalized if you owe tax when filing late. If you are due a refund you have up to three years to file and still receive your refund. Any later than that and you'll forfeit any refund.
California allows up to four years. Other states will vary with this time limit. We'll be happy to check this for you if you call us.
How do I properly print one of the pages from your website?
When you print the web page in portrait mode the right side of the page may be cut off.
To print the entire width of the web page, you need to change your printer setup to landscape mode or adjust your margins on the printer. This can be done by either changing the 'Page setup' or by adjusting the 'Properties' for your printer within the 'Print' dialog box(printing preferences). Some pages may be cut off even when printing in landscape mode on letter size paper. To print as much information as possible on a page, select landscape mode and print on legal size or tabloid size paper. If you encounter trouble, consult the documentation or help within your browser.
To print background colors and images, you may need to adjust your browser preferences. Unfortunately, there is no simple technique for setting these preferences across all combinations of browsers, platforms, and print drivers. You may find the following suggestions helpful, or consult your browser or print driver documentation if you cannot determine how to print background colors.
Internet Explorer 6.0: From the 'Tools' menu on your browser, select 'Internet Options'. Click on the 'Advanced' tab, then scroll to the heading titled 'printing'. Click on the box that reads 'Print background colors and images'.
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This document was last updated on Dec. 21, 2015