Lozano CPA, P.C. - Certified Public Accountants and Business Advisors
Lozano CPA team professionals

Our Story: Built on Trust, Driven by Your Success.

For over 25 years, Lozano CPA, P.C. has been dedicated to empowering individuals and businesses through unparalleled financial expertise and proactive partnership.

Our Purpose: Guiding Your Financial Future

Mission

To provide meticulous accounting services and strategic business advisory that empowers our clients to achieve financial clarity, sustainable growth, and lasting prosperity.

Vision

To be the most trusted and proactive financial partner, recognized for our integrity, innovative solutions, and unwavering commitment to client success.

A Legacy of Financial Excellence

Founded

Founded in 2001 by Maria Lozano, CPA, Lozano CPA, P.C. began with a singular vision: to offer more than just accounting – to provide true financial partnership. Starting as a small practice, our commitment to client success quickly set us apart.

Growth

Over the decades, we've grown alongside our clients, adapting to evolving financial landscapes and expanding our expertise into comprehensive business advisory. Our dedication to innovation ensures we remain at the forefront of financial strategy.

Today

Today, we continue our legacy, serving a diverse clientele and upholding the highest standards of integrity and professional excellence, always with an eye towards our clients' future.

Meet Our Leadership Team

Maria Lozano, CPA

Founder & Managing Partner

With over 25 years of experience, Maria leads the firm with a vision for strategic financial partnership. Specializes in M&A and complex tax planning.

  • Mergers & Acquisitions
  • Advanced Tax Planning
  • Business Valuation
  • Estate & Succession Planning

Thomas Reed

Senior Business Advisor

Thomas brings a wealth of experience in operational efficiency and growth strategies for mid-sized enterprises.

Sophia Khan

Lead Tax Accountant

Sophia is an expert in individual and corporate tax compliance, ensuring optimal outcomes for every client.

David Miller

Audit & Assurance Director

David oversees rigorous audit processes, providing unwavering confidence in financial reporting.

Our Guiding Principles

Integrity

Upholding the highest ethical standards in every action and advice.

Proactive Partnership

Anticipating needs and providing forward-thinking solutions.

Precision

Delivering accurate, meticulous, and reliable financial expertise.

Client-Centricity

Placing your unique goals and success at the heart of everything we do.

Innovation

Continuously evolving our strategies and leveraging technology for optimal outcomes.

Lozano CPA by the Numbers

0 + Years in Business
0 % Client Retention Rate
0 M+ Assets Under Advisory
0 + Businesses & Individuals Served

Ready to Partner with Trusted Financial Experts?

Connect with Lozano CPA, P.C. today to discuss your unique financial needs.

Schedule Your Consultation