Tax Consultant with her Clients


At Lucia & Co. we are experienced Intuit Certified QuickBooks Professional Advisors. Our claim to fame is our QuickBooks Training. QuickBooks software can be a valuable management tool if setup correctly.

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Tax Representative Showing Clients Their Portfolio

Tax Services

We provide high-quality tax preparation services in a timely manner, all with our exceptional customer service. We know that tax time is painful for many and we do our best to minimize this pain.

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Old Person Showing Off His Unorganized Disaster

Bookkeeping & Financial Services

An organized financial life is key to peace of mind. If you are struggling with keeping your bookkeeping up to date, Lucia & Co. can help! We can assist you through QuickBooks training or by eliminating and/or supporting your in-house bookkeeping.

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Teacher Educating Students at a Formal Luncheon

Training & Education

One of Lucia & Co.’s passions is educating the small business community. Small business owners go into business for themselves because they are good at something. In general, that “something” is not bookkeeping and accounting. As time goes on, they realize just how important this piece of the puzzle really is.

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Two Tax Consultants Out on a Field

Other Business Services

We help you determine the right entity type and legal structure for operating your business and help to answer some of the basic questions. Whether the purpose is starting a retail or service business or investing in real estate, there are many important questions to answer to determine …

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  • "Working with Lucia & Company has been really great and has really helped our company. Lori is wonderful and we are very thankful for her services! Thank you, guys!"

    - Mark L.
  • "I have used Lucia and company for over 15 years.  They are excellent."

    - Lonno G.
  • "Lauri and her team are very professional, and knowledgeable when it comes our accounting needs.  In addition, they go above and beyond for our business/personal tax services. "

    - Darren L.
  • "This team has been taking care of my needs both professionally and personally for 30 years. They are professional and competent. I strongly recommend them."

    - Adam H.
  • "If you need an accountant, help with quickbooks, or advice on setting up your books, this is the firm to go to.  Laurie and her staff are quick and thorough -- they go above and beyond the call of service."

    - Jacki E.

Office Directions

San Bernardino Office

1887 Business Center Dr. Suite #4A
San Bernardino, CA 92408

Riverside Office

(By Appointment Only)
3576 Arlington Ave #200
Riverside, CA 92506

(800) 614-0139

1887 Business Center Dr. Suite #4A, San Bernardino, CA 92408 (800) 381-4132
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