Business Details
Trusted Accounting and Tax Services in Calabasas
Lucove Say is a certified public accounting firm dedicated to empowering small businesses through comprehensive financial solutions. With decades of combined experience, our team provides personalized accounting, tax preparation, consulting, and financial planning services tailored to both individuals and businesses. Our expertise spans corporate consulting, QuickBooks software implementation, estate planning, and business entity selection. As a small firm, we prioritize direct client relationships and deliver customized services that align with evolving financial needs. Our professionals bring deep industry knowledge from diverse backgrounds, including roles at national CPA firms and corporate finance departments.We emphasize proactive tax planning, cash flow management, and compliance monitoring to minimize liabilities and optimize financial outcomes. Our commitment extends beyond technical excellence to community engagement and educational initiatives that support local economic growth. Clients benefit from our responsiveness, transparent communication, and value-added services like financial forecasting and IRS representation. We combine technical proficiency with a client-first approach to build long-term partnerships that drive business success.
Services
Tax Preparation
Consulting Services
QuickBooks Software Selection
Estate Planning
Business Entity Selection
Bookkeeping
Financial Forecasting
IRS Representation
Cash Flow Analysis
Payroll Management
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our personalized approach ensures tailored financial solutions for each client.
- We specialize in QuickBooks software implementation and optimization.
- We provide comprehensive services including tax planning, consulting, and estate planning.
- Our team combines corporate expertise with small business understanding.
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses, including corporations, LLCs, and estates. Our team stays updated on tax law changes to ensure compliance while minimizing liabilities. Clients receive proactive filing reminders and penalty prevention strategies.
Consulting Services
Our consultants improve business operations through financial analysis, budgeting, and efficiency optimization. We function as an outsourced CFO, providing strategic guidance on cash flow management and profit maximization for small to medium enterprises.
QuickBooks Software Selection
We implement QuickBooks Premier solutions tailored to business needs, including remote access setup and productivity tools. Our training ensures clients maximize software capabilities for financial management and reporting.
Estate Planning
Our estate planning minimizes tax liabilities through coordinated legal and financial strategies. We help protect heirs from unnecessary tax burdens by creating comprehensive plans aligned with client objectives and family needs.
Business Entity Selection
We analyze sole proprietorships, LLCs, S-corps, and C-corps to determine optimal business structures. Our guidance considers tax implications, liability protection, and long-term growth goals for new and existing businesses.
People
Donald Lucove
CPA, Partner (Retired)
Donald Lucove, CPA, brings over 50 years of accounting expertise, including roles at national CPA firms and as CFO of public companies. He specializes in small business profitability and tax strategies.
Richard Say
CPA, Partner
Richard Say, CPA, has 30 years of experience in financial reporting and business planning. He specializes in real estate tax issues and cash flow management for closely held businesses.
Cameron Say
CPA, Staff
Cameron Say specializes in bookkeeping and QuickBooks software. With five years of experience, he manages bookkeeping clients and provides support for Chapter 11 bankruptcy cases and financial projections.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll management, and cash flow analysis tailored to small business needs.
Do you specialize in tax planning for individuals?
Yes, we offer personalized tax planning, return preparation, and IRS representation for individuals.
Can you help with QuickBooks software implementation?
Our team specializes in QuickBooks Premier setup, training, and optimization for small businesses.
What estate planning services are available?
We assist with minimizing estate taxes and coordinate comprehensive estate plans with qualified attorneys.
How do you handle business entity selection?
We analyze sole proprietorship, LLC, and corporate structures to recommend the most advantageous option.
Reviews (3)
Martine Z.
Jun 01, 2021
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Love Ric! He is a wonderful accountant and I highly recommend him. He always picks up my call and is very informative each time I have a question. I am grateful to have found a good honest and knowledgeable accountant.
Sonia Amador
Jun 07, 2019
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HORRIBLE! Don't get screwed over by Rick! He has no idea what he's doing. Even the IRS told me he's an idiot. I need to get all my taxes amended for the last 3 years because he screwed everything up!
Maps M.
Dec 30, 2018
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Don is fantastic, very knowledgeable and knows his stuff. Been going there for 2 years. Very prompt and to the point. Awesome guy.
