Roberto Lopez
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2012
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Roberto Lopez | home page | |
| Website | https://www.robertolopezcpa.com/ | home page | |
| Office locality | Harlingen, TX | home page | |
| Phone | +19564259020 | home page | |
| Offers bookkeeping | Documented: ...to tap into years of experience that will save you time, stress, and money. If you need bookkeeping tasks managed, you can rest assured our team will keep your books clean and... | home page | |
| Payroll coordination | Documented: Full Service Payroll for Small Businesses | Harlingen | TX Skip Navigation Toggle High Contrast Mode | /payroll-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...to Build Your Business Learn More Previous Next AssuranceServices When you need financial statements others can rely on, you want a process that’s thorough, consistent, and easy to... | home page | 6 pts (max 6) |
| Software supported | QuickBooks | /quickbooks-accounting.htm | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Roberto Lopez · CPA (self-reported to the IRS, not a state license) · business name on the record: Roberto Lopez CPA PC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Roberto Lopez, CPA | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: ROBERTO LOPEZ CPA P.C. · SOS file 0801695639 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2012-12-07 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Roberto Lopez under the business name 'Roberto Lopez CPA PC' in Harlingen, TX. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists ROBERTO LOPEZ CPA P.C. (SOS file 0801695639), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2012-12-07 as the SOS charter date as recorded by the Texas Comptroller.
Data limitations
- 19 of 22 evidenced items come from Roberto Lopez's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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