Lopato & Associates is a San Diego-based firm that specializes in accounting, taxes, auditing, and bookkeeping services. It has remained in business for over 20 years, providing a range of services from simple individual tax returns to companies with complex accounting needs. The company has clients all across the United States. Its primary functions include but are not limited to accounting provisions like cash flow and budgeting analysis, financial statement preparation, budget planning, reviews, and compilations. The firm also does tax preparation, planning, and settlements as well as bookkeeping and computer/information systems consulting work. Clients include property managers, business owners, and individuals/families.