home – lozano.bajaroofingok.com

Tax · Insurance · Notary · Bookkeeping

Your finances, handled in one place.

Tax preparation, insurance, notary services and bookkeeping for individuals and small businesses across the DFW Area, Texas.

What we do

Four services, one trusted office

Tax preparation

Thoughtful tax preparation for individuals and small businesses.

Insurance

Life insurance options from trusted nationwide insurance carriers.

Notary services

Careful notarization, with every signer and document treated with attention.

Bookkeeping

Consistent, organized books for the work you do every day.

Why choose us

One office, all year

01 Everything under one roof

Taxes, insurance, notary and books, without juggling four providers.

02 We explain everything

Plain language, and time for every question.

03 Here year-round

Not just in tax season. Call us when something comes up.

04 Local and personal

You’ll work with the same person every time.

Getting started

A simple way forward

Book an Appointment

Tell us what you need and when you would like to meet.

Bring Your Documents

We'll let you know what to bring for your visit.

We Do The Work

We take care of the details with you in mind.

We Review It Together

You have a chance to ask questions before we finish.

About us

Dean Lozano

Locally & family owned since 2016, I have been proudly serving individuals and families through my tax preparation and notary services, helping clients navigate important financial and administrative needs with professionalism and personal attention.

Credentials & licenses

PTIN

P01414557

Notary Commission

128532122

Life Insurance License

TX 3262682

NPN

17929791

Client voices

What our clients say

Dean made filing our taxes so easy. He explained every step in plain language and found deductions we had missed in previous years. We won’t go anywhere else.

Maria G.

Tax Preparation

As a small business owner, I needed someone I could trust with my books. Everything is organized, on time, and I finally understand where my money is going.

James R.

Bookkeeping

Quick, professional, and friendly. I needed documents notarized on short notice and they fit me in the same week. Highly recommend.

Sandra T.

Notary Services

Good to know

Frequently asked questions

Have a different question? We are happy to talk it through.

What should I bring to my tax appointment?

Bring the tax documents you have, identification, and any questions you would like to discuss. We will let you know if anything else is needed after we review your situation.

Do you work with small businesses?

Yes. We offer tax preparation and bookkeeping for small businesses, along with other services that may fit your needs.

How much do your services cost?

Pricing depends on the service and your situation. We will talk through what you need and provide a quote before work begins.

Do you offer appointments outside business hours?

Tell us your preferred day and time when you request an appointment. We will confirm what is available. Virtual appointments are also available.

Can you help me if I haven't filed in a few years?

We can discuss prior year returns and review what information you have. Contact us to talk through your situation.

Do you offer services in Spanish?

Sí, se habla español. Let us know which language you prefer when you get in touch.

Are you an accountant or a CPA?

We provide bookkeeping and tax preparation services, not certified public accounting. We will be clear about the services we can provide.