Business Details
42 Years
experience
Your Trusted Partner for Tax and Accounting Solutions
Lucia & Co. has been delivering high-quality accounting, tax, and business consulting services since 1984. Founded by Don Lucia and now led by Lauri Pitcher, our team of certified public accountants combines decades of experience with personalized service to meet the unique needs of individuals and businesses. We specialize in tax preparation, planning, and compliance, ensuring clients maximize deductions while minimizing liabilities. Our QuickBooks training and bookkeeping services empower clients to manage finances effectively, supported by a commitment to exceptional customer service.With offices in San Bernardino and Riverside, California, we serve local businesses and professionals, offering free initial consultations to build trust and understanding. Our approach emphasizes education, transparency, and long-term relationships, treating clients like family while maintaining the highest standards of professionalism and expertise.
Services
Tax Preparation
Tax Planning
QuickBooks Training
Bookkeeping Services
Accounting Services
Business Consulting
Entity Choice Guidance
Financial Statement Review
Tax Authority Representation
Details
- Year established: 1984
Highlights and features
- We offer 30+ years of experience in tax and accounting services.
- Our team includes QuickBooks Pro Advisors and certified CPAs.
- We provide free initial consultations with no-obligation guidance.
- Clients praise our personalized service and exceptional expertise.
- We combine technical knowledge with a family-oriented, client-first approach.
What people say
Wonderful service
Excellent
Professional and knowledgeable
Great CPA
Highly recommended
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 simplify tax season.
QuickBooks Training
We provide customized QuickBooks training to help businesses manage finances effectively. Our one-on-one sessions and workshops teach users to streamline bookkeeping, generate reports, and utilize the software as a strategic management tool.
Bookkeeping Services
Our bookkeeping services include full-cycle accounting, reconciliations, and financial statement preparation. We offer tailored support to maintain organized records, ensuring businesses have accurate data for decision-making and compliance.
Tax Planning
We develop proactive tax strategies to minimize liabilities and optimize financial health. Our planning services address changes in tax laws, business structures, and personal circumstances, providing long-term savings and compliance.
Business Consulting
We advise on selecting the optimal business structure and offer financial consulting to support growth. Services include entity selection analysis, financial statement review, and strategic planning to align with client goals.
People
Lauri Pitcher
CPA, CEO
Lauri Pitcher, CPA and CEO, has led Lucia & Co. since 2006. With expertise in tax and accounting, she educates clients on financial management and builds relationships rooted in trust and clarity.
Erica Dittman
CPA, CFO
Erica Dittman, CPA and CFO, specializes in tax solutions for diverse industries. She joined Lucia & Co. in 2010, offering clients strategic advice and resolving complex accounting challenges with precision.
Manny Singh
CPA
Manny Singh, CPA, focuses on tax preparation for corporations, trusts, and real estate entities. He joined Lucia & Co. in 2021, bringing expertise in tax compliance and QuickBooks consulting.
Michael Murray
Accountant
Michael Murray, an accountant and CPA candidate, prepares tax returns and bookkeeping solutions. He joined Lucia & Co. in 2021, combining technical skills with a client-focused approach.
Don Lucia
Founder, Retired
Don Lucia founded the firm in 1984 and remains a trusted advisor. His legacy of integrity and client-first service continues to shape Lucia & Co.'s culture and operations.
Questions
What services does Lucia & Co. offer?
We provide tax preparation, planning, QuickBooks training, bookkeeping, accounting, and business consulting services for individuals and businesses.
Do you offer free consultations?
Yes, we offer free initial consultations to discuss your needs and provide no-obligation guidance.
Are you certified QuickBooks Pro Advisors?
Yes, our team includes Intuit Certified QuickBooks Pro Advisors for expert software training and support.
How can you help with tax planning?
We create strategies to minimize liabilities, address tax law changes, and ensure compliance for long-term financial benefits.
What business entity options do you advise?
We analyze C Corps, S Corps, LLCs, and other structures to recommend the best choice for your tax and liability goals.
What areas do you serve?
We primarily serve San Bernardino and Riverside counties, with offices in San Bernardino and Riverside, California.
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Reviews (2)
Elizabeth Webb
Feb 13, 2020
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Lauri is the absolute best CPA. She is so friendly, helpful, and resourceful. It's incredible watching her work. She makes going to get my taxes done not as horrible as it should be. I've been going to her for years now.
Lauren Amanda
Mar 08, 2017
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My husband and I run a small business from our home and we were able to use Lucia CPA to help us get the best tax return we've ever had! Thank you so much, guys! Lauri is amazing!
