Education: Bachelor’s Degree in Economics and Accounting from University of Santa Barbara
Professional Associations: National Association of Enrolled Agents, California Association of Enrolled Agents (CAEA)
Certifications: Enrolled Agent (EA), National Tax Practice Institute (NTPI),
Industries: Real Estate, Small Business, Entrepreneur Startups, Entertainment, Healthcare, Law Enforcement, Firefighters, Education
Also Fluent in: Spanish
Like many who become a tax professional, Juan Lopez grew up with a fondness for working with numbers. While pursuing a Bachelor’s Degree in Economics and Accounting, Juan took classes in math, bookkeeping, and taxes, and found he enjoyed the tax component of accounting the best. Upon graduation, he decided to join the best tax consulting firm in Glendale. As a Junior Tax Consultant at Robert Hall & Associates, Juan spends most of his days helping clients to organize their finances, file tax returns, and prepare for the future. He demonstrated his expertise in the field of taxation by completing the rigorous certification process and became an Enrolled Agent. As such, he is federally licensed to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any other entity with tax-reporting requirements. Juan is also fluent in Spanish, allowing Spanish-speaking clients to easily converse in their native tongue. When not in the office, Juan can be found out on the soccer field.