Tax Preparation
Services

Tax Preparation
Services

Count on our tax experts to handle your individual and business tax returns with precision and speed.

Accounting
Services

Accounting
Services

Our accounting services include financial reporting, quarterly reports, bookkeeping, budgeting, and payroll processing.

Tax
Planning

Tax
Planning

​We help our clients minimize one of ​their most complicated ​and costly expenses: their taxes!

We specialize in helping individuals and businesses effectively manage their tax obligations while optimizing their financial strategies.

Our comprehensive range of services cover taxation, accounting, strategic tax planning and financial/retirement solutions to ensure clients legally minimize their tax liabilities ​while ​achieving their financial goals. 

Operating seamlessly year-round in Winter Park, Florida and cross the nation.

1. What makes us the best tax preparers in Winter Park, FL?

Our team consists of certified tax professionals with years of experience in the industry. We stay up-to-date with the latest tax laws and regulations, ensuring that your tax returns are prepared accurately and in compliance.

2. Top-notch Small Business Accounting Services.

We are excited to introduce Winter Park, Florida with Small Business Accounting Services, designed to help you achieve financial stability and focus on what you do best—growing your business. Our team of experienced professionals is committed to providing you with personalized, reliable, and cost-effective accounting solutions.

3. ​Financial & Retirement Planning

We understand the importance of securing your financial future and ensuring a comfortable retirement. That's why we are excited to introduce our comprehensive Financial & Retirement Planning services designed to help you achieve your retirement goals.

Download our FREE Mobile App Today

We present the most convenient and secure way to work with Cohn, Lopez & Associates from anywhere in the U.S.

Tax Return

Securely send your information and documents from convenience of your home or business

Appointments

Schedule an appointment with one our tax professionals

Payments

Making payments for our services is just a click away with our mobile app

Contact Us

You can contact us via live chat or by simply click the contact button

Meet Our Professional Staff Members

bette_c

Bette Cohn

Tax Consultant
lopez

Daisy Lopez

Tax Consultant
annette_img

Annette Martinez

Operations Manager
karen_img

Karen Barte

Bookkeeper

Leticia Lopez

JD
2431 Aloma Avenue, Suite 100 Winter Park, FL 32792
O. (407) 960-3652
F. (407) 636-7001
www.cohnLopez.com taxes@cohnlopez.com

Send message:

Leave this field blank

What Our Clients Are Saying

Daisy is a knowledgeable accountant; her & her team really take the time to explain complicated topics to their clients in ways that are easy to understand. We have been clients for many years and we would not trust anyone else with our taxes, tax planning and accounting needs. Outstanding Professional kudos!!
female

Ana Belen Alvarez

Bette Cohn has been doing my taxes for approximately 20 years. She's simply just the best! She's extremely knowledgeable about the current tax laws, she's thorough, creative, kind, and caring. She will try and do the best for you that she can. I would not want to go to anyone but her. Thank you Bette as you are such a very special lady!
casey

Candi Ramsey

What a great experience while having your taxes done. Daisy Lopez, our tax preparer, is so nice and so polite. Daisy gets your work done very fast and efficient. She has a great personality, her smile is contagious! She will answer any question you have. Daisy does all the hard work for you & does it with a smile! I highly recommend Cohen Lopez & Associates to anyone who needs a tax preparer. (Ask for Daisy!)
libby

Libby Lynch

I have been coming here for two years now and there isn't anywhere else I'd go. Daisy is smart, hardworking, honest and communicative. Her business is growing and I'm happy to be a part of that. What they offer for small and large businesses should be a staple for others in her field. She's dedicated to her profession and it shows! She's constantly trying new things to help her clients grow their businesses and that's who I want to be associated with. I look forward working with her for years to come.
male

James Philyaw

Daisy was extremely helpful. She was thorough and focused on details. I have used them for well over 15 years. I would definitely recommend Cohn, Lopez & Associates.
female

Kimberly Blankenship (lou)

We have been going here for years! They go ‘over the top’ to accommodate my schedule and to see me at a time that is convenient for me. Everyone in the office is very friendly and helpful. Daisy is easy to work with, and understands the tax laws. What she doesn’t know, she researches and gets an answer. Highly recommended!!
female

Maryann Markiewicz

I worked with Daisy Lopez and she is very very helpful! Made the process very smooth and easy and will definitely keep filing taxes with her. If you’re having troubles with your taxes I 10/10 recommend working with this company
male

Joseph Nelson

I have been a client of Daisy for a while now and she's good. Every year she is always trying to find ways to help my business grow. She is a rarity in todays world. She loves her job and her clients like me benefit from it. My business and I are more than happy to share our growth with her and her office. She is always looking to expand and grow. Daisy is dedicated, hardworking, honest and loyal. All characteristics that I value and rely on.
Business Logo

James P

On February 11, 2023 went to get my taxes done with this group. Front desk receptionist was very friendly. Daisy is very professional and knowledgeable. She gave me some great tips for saving on taxes for next year. Would highly recommend. Thank you!
female

Michele Celentano

I have been working with Daisy for a couple of years now. She's very responsive, thorough and does a great job completing my tax return in a timely manner. I highly recommend her tax services!
matthew