Lucia & Co. CPAs Inc.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Lucia & Co., Cpas, Inc.) · 6201 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Lucia & Co. CPAs Inc. | home page | |
| Website | https://www.luciacpa.com/ | home page | |
| Office locality | San Bernardino, CA | home page | |
| Phone | +18006140139 | home page | |
| Offers bookkeeping | Documented: ...and information we can offer you! Meet Our Team Why Choose Lucia & Co. for Tax Help and Bookkeeping? At Lucia & Co. we promise to WOW you with your overall client experience, and... | home page | |
| AP / AR | Documented: ...Meyers has been our Administrative Assistant since December of 2005. She handles our accounts payable and receivables. Paula answers our incoming call with a smile directs them to... | /meet-our-team | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...in specific areas, our services are designed to meet your unique needs. Let Us Help Financial Statements Preparation & Review Lucia & Co. goes beyond basic bookkeeping services... | /bookkeeping-services | 6 pts (max 6) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /meet-our-team | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Lucia & Co., Cpas, Inc.) · 6201 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2026 | 8 pts (max 8) |
| Named contact / team | Lauri Pitcher, CEO | /meet-our-team | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2026-12-31. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Lucia & Co. CPAs Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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