Tax Planning Services

Premier Partner for Tax Planning Services

At Lucia & Co., we understand the importance of effective tax management and financial planning. Our dedicated team of certified public accountants offers comprehensive tax planning services and financial advice designed to meet the unique needs of both individuals and businesses. With a proactive approach and personalized service, we ensure that every client achieves optimal financial health and tax efficiency.

Tailored Tax Planning Solutions for Every Type of Client

Individuals

Corporations

S Corporations

Partnerships

Limited Liability Companies

Limited
Partnerships

Estates, Trusts,
and Gifts

Not-For-Profit Organizations

Meet Our Team

Comprehensive Tax
Planning Services

Tax planning is crucial throughout the year, not just at tax time. At Lucia & Co., our tax planning services are designed to minimize your future and current tax liabilities. We stay ahead of changes in tax laws to provide timely and strategic advice, helping you to make informed decisions that align with your financial goals.

Updated thresholds and qualification criteria.
Potential legislative changes affecting state taxes.
Changes to qualifying expenses and limits.
Updated limits for cash donations.
Possible revisions affecting investment decisions.
And much more, especially during tax season.

2nd Look Tax Return Review

Worried about missing deductions or credits? Lucia & Co. offers a complimentary review of your previously prepared tax return as part of our free initial consultation. This service is particularly beneficial if:

You have concerns about missing out on legal deductions.
You’ve been managing your tax returns, but life has become more complex.
You’re unsure about the accuracy of your tax preparation.
You simply seek a second opinion to ensure everything is in order during tax season.

Taxing Authority Representation

Received a perplexing notice from the government? Before taking any action, consult Lucia & Co. Our initial consultation, offered at no cost, includes an evaluation of the notice to pinpoint the issue. We’ll provide you with an upfront estimate of the resolution cost and, most importantly, clarify if the payment is indeed necessary.

Call (800) 614-0139

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Why Choose Lucia & Co.

Choose Lucia & Co. for unmatched expertise in tax and financial planning. Our clients trust us for our thorough understanding of tax laws, and our track record of success. Hear from our clients who have experienced significant benefits from our comprehensive approach to our small business tax planning.

Mark L.

“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!”

Lonno G.

“I have used Lucia and company for over 15 years. They are excellent.”

Darren L.

“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.”

Adam H.

“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.”

Jacki E.

“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.”

Bernie P.

“Great CPA for business and personal accounting!”

Ready to Take Control of Your Financial Future?

Take the first step towards enhanced financial health and tax efficiency. Contact Lucia & Co. today to schedule your free initial consultation or to learn more about our tax planning and financial services. Let us help you achieve your financial goals with confidence.

Let’s Get Started!

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