Certified Public Accountant with over 25 years of experience

“We provide a personalized level of service, taking the time to understand the values and needs of each client to better design our services to help them achieve their financial goals.”

Services for Small to Medium Sized Business and Individuals

We provide various financial services for private businesses and individuals, including tax services, business services, financial reporting and business and individual advisory services. Whatever your needs may be, our team is equipped with the experience and technical knowledge to help you meet your strategic objectives.

Our Services

Tax Services

Tax Planning
Tax Return Preparation
Representation before Taxing Authorities

Business Services

Bookkeeping
Quickbooks®
Payroll Assistance
Accounting Systems

Business and Individual
Advisory Services

Business Advisory
Financial Planning
Retirement Planning

Professional Experience

Lucia has over twenty-five years of experience in providing accounting, small business consultation, financial statement audit, review and compilation, tax research and tax preparation services to small and mid-sized businesses and individuals.

Expertise and Specialization

Lucia specializes in providing business and individual income tax planning and tax services. She has worked with service, construction, food service, retail and wholesale and distribution companies. She also has controllership experience and uses this to assist clients in meeting their business challenges. Having conducted seminars on starting a small business for over five years, Lucia has extensive experience with start-up businesses and their particular needs.