Tax Services

Tax Preperation and Accounting

Tax Preparation

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. We can provide tax preparation for businesses and individuals with face to face meetings and review or via mail and electronic options. Lucia & Co. can handle all of your income tax preparation needs including:

  • Individuals
  • Corporations
  • S Corporations
  • Partnerships
  • Limited Liability Companies
  • Limited Partnerships
  • Estate, Trust and Gift
  • Not-For-Profit Organizations

Tax Planning

Avoid surprises! We prefer to take a proactive vs. a reactive approach to income tax planning. By keeping current on new tax laws we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our clients with the taxation advice that they need throughout the year. We can assist with situations such as:

  • Real estate sales and purchases
  • 1031 like-kind exchanges
  • Selling a business
  • Tax Strategies for legally minimizing tax burdens
  • Divorce and support issues
  • Much, much more

Taxing Authority Representation

Have you received a government notice that you are not sure about? Let Lucia & Co. take a look before you pay it. Reviewing the notice and identifying the problem can be included in our free initial consultation. You will know up front the approximate cost to fix the problem and more importantly whether or not you really owe the money!

Complimentary Tax Return Review

Lucia & Co. will review a tax return previously prepared for any possible errors or areas to save you money. This review can be included in our free initial consultation. Consider a complimentary return review if:

  • You suspect that you may not have allowed all the deductions you are legally entitled to.
  • You prepared the return yourself and life has gotten more complicated.
  • You’re not quite sure you are preparing it correctly.
  • You just want a second opinion.

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Testimonials

  • "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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