Lorenzo Tax & Consulting Services
Lorenzo Tax & Consulting Services

Lorenzo Tax & Consulting Services

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As a certified tax preparer for 5 years and a certified financial business planner, I have extensive experience in helping individuals and businesses with their tax and financial needs. My expertise includes tax preparation, compliance, tax planning, and consulting. I am also well-versed in credit repair and can help you improve your credit score. I am passionate about helping my clients achieve their financial goals and take pride in providing personalized service to each of them. I believe that every client is unique and deserves a customized approach to their financial needs.

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License verified

1 employee

6 years in business

Payment methods

This pro accepts payments via Credit card, PayPal, Stripe, and Zelle.

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Special tax situations


Customers rated this pro highly for work quality, professionalism, and value.


1 review


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Jay L.
Jan 29, 2024
I was so lost in doing my taxes…. I tried using turbo tax, but didn’t like the experience. I was referred to Lorenzo Tax Services by my co worker and I was impressed! Kareen is a real professional and she has a wealth of knowledge in taxes and finances. She’s also my financial coach. I have saved over 10k with her guidance. I have been a client for 5 years and I will not be looking back! Thank you Kareen for always helping!

License Type: Tax Preparer (CTEC) (CA)

License verified on 1/31/2024


License Type: Annual Filing Season Program Participant (IRS) (CA)

Background Check

Kareen Lorenzo


  • What should the customer know about your pricing (e.g., discounts, fees)?

    $150 for Form 1040 without itemized deductions. $215 for an itemized Form 1040 with Schedule C.

  • What is your typical process for working with a new customer?

    As a dedicated service provider, I understand the importance of establishing a quick and effective introduction to ensure that I can cater to your specific needs seamlessly. With the aim of delivering exceptional service, I have implemented an efficient and secure system wherein you can conveniently provide me with the necessary documents for review. In order to maintain utmost privacy and protection, a username and password will be provided by you which will enable you to securely upload these files onto my platform. To further streamline this process, a registration link will be promptly sent to your cellphone, allowing for easy access and verification. Rest assured that through this advanced system, we prioritize confidentiality while ensuring that every aspect of our collaboration is conducted professionally and efficiently.

  • What education and/or training do you have that relates to your work?

    I'm a California CTEC certified tax preparer, I have fulfilled the IRS PTIN required tax preparer certificate and am a participant in the IRS 2024 Annual Filing Season program.

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