Business Details
42 Years
experience
Your Trusted Accounting Partner in San Bernardino
Lucia is a trusted accounting firm dedicated to delivering high-quality tax services, comprehensive QuickBooks training, and expert business consulting. With over 35 years of combined experience, our team of certified professionals prioritizes exceptional customer service and personalized solutions tailored to each client's unique needs. We specialize in tax planning, preparation, and compliance, ensuring clients navigate complex tax landscapes while maximizing deductions and minimizing liabilities.Our QuickBooks Pro Advisors provide customized training to empower businesses to manage their finances effectively. Founded in 1984, we have built a reputation for going above and beyond, treating clients like family and offering free initial consultations to address financial, tax, or accounting concerns. Our commitment to transparency, expertise, and client satisfaction has earned us long-term relationships with businesses and individuals across the Inland Empire and beyond.
Services
Tax Preparation
QuickBooks Training
Bookkeeping Services
Business Consulting
Tax Planning
Details
- Year established: 1984
Highlights and features
- We offer free initial consultations to address all financial concerns.
- Our team includes CPAs with decades of combined industry experience.
- We provide customized QuickBooks training tailored to your business needs.
- We treat clients like family with personalized, transparent service.
- We guarantee 100% satisfaction through exceptional customer support.
Associations and certifications
- Certified Public Accountants
- QuickBooks Pro Advisor
What people say
Very professional
Knowledgeable team
Excellent service
Highly recommend
Quick and thorough
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We handle complex returns, maximize deductions, and maintain compliance with federal and state regulations. Clients benefit from personalized guidance to minimize liabilities and avoid penalties.
QuickBooks Training
Customized QuickBooks training helps businesses master financial management tools. We offer one-on-one sessions and workshops to improve proficiency in bookkeeping, financial reporting, and cash flow management for small businesses and entrepreneurs.
Bookkeeping Services
We provide full-service bookkeeping, including reconciliations, financial statement preparation, and process optimization. Our services ensure organized financial records, enabling informed business decisions and seamless tax preparation.
Business Consulting
Our consulting services cover entity selection, financial analysis, and operational strategy. We help clients choose legal structures, track key performance indicators, and implement systems for long-term business growth and efficiency.
Tax Planning
Proactive tax planning minimizes future liabilities through strategic deductions, compliance strategies, and legislative updates. We advise on entity choices, estate planning, and business transitions to optimize financial outcomes year-round.
People
Lauri Pitcher
CEO, CPA, QuickBooks Pro Advisor
Lauri Pitcher, CEO and CPA, has over 25 years of experience in public accounting. She specializes in tax services and QuickBooks training, emphasizing client education and relationship-building since joining Lucia in 1995.
Erica Dittman
CFO, CPA
Erica Dittman, CFO and CPA, joined Lucia in 2010. With expertise in tax and accounting for diverse industries, she provides strategic solutions for complex client needs, holding a BS in Accounting from Cal Poly, Pomona.
Manny Singh
CPA
Manny Singh, a CPA since 2018, specializes in real estate taxation and QuickBooks consulting. He joined Lucia in 2021, offering expertise in corporate, individual, and nonprofit tax returns after three years at a mid-sized CPA firm.
Michael Murray
Accountant
Michael Murray, an accountant since 2021, prepares business and individual tax returns while pursuing his CPA license. He holds a BA in Political Science from Cal State LA and focuses on bookkeeping and tax compliance.
Don Lucia
Founder, Retired
Don Lucia founded the firm in 1984 and served as CEO until 2006. He remains involved in business consulting, leveraging decades of experience to support clients and guide the team on an as-needed basis.
Questions
What accounting services does Lucia & Co. offer?
We provide tax preparation, QuickBooks training, bookkeeping, business consulting, and tax planning tailored to individual and business needs.
Do you offer free consultations?
Yes, we offer free initial consultations to discuss your financial, tax, or accounting requirements with no obligation.
How can QuickBooks training benefit my business?
Our training teaches you to manage finances effectively, streamline bookkeeping, and use QuickBooks as a strategic management tool for better decision-making.
Are your CPAs experienced in tax planning?
Our CPAs have decades of combined experience in tax planning, ensuring compliance while minimizing liabilities through strategic deductions and updates on tax law changes.
What areas do you serve?
We primarily serve San Bernardino and Riverside, CA, with offices in both locations and virtual support for surrounding areas.
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