David A Lopez & Co

David A Lopez & Co is a certified public accounting firm working mainly in the Delaware Valley and the Washington, DC area, with clients elsewhere in the United States as well. It combines assurance and tax work with advisory and management services.

Products and services

• Audit and assurance: audits and related assurance and advisory engagements.
• Tax: tax services for companies, owners and individuals.
• Outsourced CFO: finance leadership provided to businesses without an in-house CFO.
• Business management: financial management support for companies and executives.
• Real estate advisory: advice on property matters.
• Start-up and small business support: services aimed at new and closely held firms.

Clients

The firm serves large and mid-sized corporations, entrepreneurs and individuals. It names not-for-profit, manufacturing, consumer products, start-up and small or closely held businesses in the tri-state region, and says it takes on individual tax clients of all income levels.

Key facts

• Based in: Delaware Valley, USA
• Service area: Delaware Valley, the Washington, DC metro area and the wider United States
• Legal form: limited liability company (David A. Lopez & Company, LLC)