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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 local 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 services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve 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.