Business Details
Trusted Accounting and Tax Services in Calabasas, CA
Lucove Say is a full-service accounting firm dedicated to empowering small businesses and individuals through expert financial guidance. With over 50 years of combined experience among our partners, we specialize in tax preparation, consulting, and financial planning tailored to meet the unique needs of our clients. Our team functions as an extension of your business, offering personalized support that combines strategic insight with hands-on expertise. We pride ourselves on delivering professional services efficiently, including GAAP-compliant financial statements, cash flow analysis, and IRS representation.Our commitment to community engagement and continuous education ensures our clients benefit from both local knowledge and industry-leading practices. By leveraging advanced tools like QuickBooks Premier, we streamline financial management while maintaining a focus on minimizing tax liabilities and maximizing profitability. Our approach emphasizes transparency, proactive communication, and long-term partnerships built on trust and results-driven service.
Services
Tax Preparation
Consulting Services
Accounting Software Selection
Estate Planning
Financial Forecasting
IRS Representation
Highlights and features
- We offer 50+ years of combined CPA experience in small business accounting.
- Our team functions as your off-site CFO with personalized financial guidance.
- QuickBooks Premier certified professionals streamline your financial management.
- We provide IRS and state tax authority representation for compliance assurance.
- Custom cash flow analysis helps minimize cost overruns and optimize planning.
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Preparation
Professional preparation of federal, state, and local tax returns for individuals and businesses. We handle complex entities including S-corps, LLCs, and estates while ensuring compliance and minimizing liabilities through strategic planning.
Consulting Services
Operational improvement guidance functioning as your off-site CFO. Services include cash flow optimization, budgeting analysis, and financial forecasting to enhance profitability and decision-making for small to medium enterprises.
QuickBooks Support
Certified QuickBooks Premier solutions for financial management. We assist with software selection, implementation, and training to streamline bookkeeping, payroll, and reporting processes for business efficiency.
Estate Planning
Collaborative estate planning services to minimize tax burdens and protect assets. We coordinate with legal professionals to create comprehensive plans addressing inheritance, trusts, and tax-efficient transfer strategies for individuals and families.
IRS Representation
Expert representation before federal and state tax authorities. Our CPAs negotiate offers in compromise, resolve audit findings, and implement compliance strategies to address back taxes and prevent future penalties.
People
Donald Lucove
CPA, Partner (Retired)
Retired partner with 40+ years of experience in small business taxation and management. Former CFO of public companies and community leader in Calabasas civic organizations. Teaches tax and accounting classes at local universities.
Richard Say
CPA, Partner
30-year accounting veteran specializing in financial reporting and real estate tax strategies. Active in community programs and church activities. Provides strategic planning services for cash flow and business operations optimization.
Cameron Say
CPA, Staff
QuickBooks-certified accountant with five years of bookkeeping experience. Manages client software needs and assists with Chapter 11 bankruptcy projections. Handles day-to-day accounting operations for small business clients.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, financial forecasting, cash flow analysis, QuickBooks support, and strategic consulting tailored to small business needs.
Can you help with IRS tax issues or audits?
Yes, our CPAs offer full IRS and state tax authority representation, including audit support and resolution of tax liabilities.
Do you specialize in any particular accounting software?
We are certified QuickBooks Premier professionals, offering software selection, implementation, and ongoing support services.
What estate planning services are available?
We coordinate tax-efficient estate plans with attorneys, focusing on minimizing federal estate taxes and protecting client assets.
