Business Details
42 Years
experience
Trusted Accounting & Tax Services in California
At Lucia & Co., we are dedicated to delivering high-quality accounting, tax, and business consulting services with a focus on exceptional customer service. Our mission is to provide peace of mind for our clients by treating them like family and addressing their unique financial needs. With expertise in QuickBooks training, tax planning, and bookkeeping, we empower businesses to thrive through personalized solutions. Our team of certified professionals brings decades of combined experience, ensuring accurate financial management and strategic guidance. We prioritize building long-term relationships, offering free initial consultations to help clients feel confident in their financial decisions.From tax preparation to business entity selection, our services are designed to simplify complex financial processes while maintaining transparency and trust. By staying ahead of tax law changes and leveraging technology, we help clients achieve optimal financial health and compliance. Our commitment to excellence has earned us a reputation as a trusted partner for businesses across California and beyond.
Services
QuickBooks Training
Tax Services
Bookkeeping Services
Business Entity Choice
Business Consulting
Details
- Year established: 1984
Highlights and features
- We offer expert QuickBooks training tailored to your business needs.
- Our team provides personalized tax and accounting services with 100% client satisfaction guaranteed.
- We deliver free initial consultations to ensure your financial peace of mind.
- With over 35 years of experience, we specialize in tax planning and business consulting.
- Our CPAs combine local market knowledge with industry-specific expertise for California businesses.
Associations and certifications
- Intuit Certified QuickBooks Pro Advisor
What people say
Exceptional customer support
Expert QuickBooks training
Personalized tax services
Highly recommended
Knowledgeable team
Services
QuickBooks Training
Our Intuit Certified QuickBooks Pro Advisors provide customized training to help businesses master financial management. We offer one-on-one sessions and workshops that simplify complex accounting processes while improving cash flow and decision-making. Clients gain confidence in using QuickBooks as a strategic management tool through personalized guidance tailored to their specific business needs.
Tax Services
We deliver comprehensive tax preparation and year-round planning for individuals and businesses. Our CPAs minimize liabilities by staying ahead of tax law changes while offering 2nd-look return reviews and government notice representation. Services cover corporations, partnerships, trusts, and nonprofits with a focus on compliance and financial optimization.
Bookkeeping Services
Our full-service bookkeeping includes transaction posting, reconciliations, and financial statement preparation. We offer selective support for month-end processes or complete back-office management with CPA-reviewed reporting. Clients receive tailored solutions to maintain accurate records essential for financing, business sales, and operational decision-making.
Business Entity Choice
We guide clients through selecting optimal business structures including LLCs, S-corps, and C-corps. Our analysis covers tax implications, liability protection, and state registration requirements. We provide ongoing compliance support for entity maintenance, payroll processing, and state/federal tax filings to ensure long-term business success.
Business Consulting
Our consulting services focus on financial statement analysis, KPI tracking, and business growth strategies. We help clients interpret financial data to improve profitability while connecting them with trusted professionals in legal, financial planning, and business coaching through our network.
People
Lauri Pitcher
CEO & CPA
CPA and QuickBooks Pro Advisor with 25+ years of experience. Joined Lucia & Co. in 1995, specializing in client education and business consulting. Holds accounting degree from CSUSB and leads with relationship-focused service.
Erica Dittman
CFO & CPA
CPA with 15+ years in public accounting. Joined in 2010 after graduating from Cal Poly Pomona. Specializes in complex tax solutions for diverse industries while maintaining personalized client support.
Manny Singh
CPA
Tax specialist with expertise in corporate, individual, and nonprofit returns. Joined in 2021 after 3 years at a real estate-focused CPA firm. Provides QuickBooks consulting and bookkeeping support.
Michael Murray
Accountant
Preparing tax returns and managing bookkeeping since 2021. Currently pursuing CPA certification. Holds political science degree from CSULA and brings analytical perspective to financial services.
Don Lucia
Founder
Established Lucia & Co. in 1984. Served as CEO until 2006, now provides business consulting support. Maintains active involvement in client services and strategic guidance.
Questions
Do you offer free initial consultations?
Yes, we provide complimentary consultations to discuss your accounting, tax, or QuickBooks training needs with no obligation.
What QuickBooks training options are available?
We offer one-on-one sessions and three-hour workshops covering financial statement interpretation and cash flow management.
Do you handle business tax planning?
Yes, we provide year-round tax planning for corporations, partnerships, trusts, and nonprofits to minimize liabilities.
Can you help choose a business entity type?
We offer free business structure analysis to determine optimal entity selection including LLCs, S-corps, and C-corps.
Do you represent clients with tax notices?
Yes, we provide government notice evaluation and resolution services as part of our tax representation package.
What bookkeeping services do you offer?
We provide full-service bookkeeping, month-end support, and QuickBooks training to maintain accurate financial records.
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