San diego's accounting and tax firm HELPING YOUR COMPANY FIND ITS WAY.

  • 1099 & W-2 Preparation
  • State Tax Returns
  • Tax Planning
  • Payroll Tax Assistance
  • Sales Tax Assistance
  • IRS Tax Problems
  • Business Entity Formation

At Lori A. Riccardi, CPA, we specialize in preparing tax returns for individuals and corporations (multi-state, partnership, etc.)


We prepare both individual and business tax returns. As CPA's, we can represent you if you are audited or are dealing with collection actions by tax authorities.







Tax Planning Services for Businesses and Individuals

Nearly every financial decision you make, whether for your individual finances or your business, has tax implications. Making a decision without understanding these implications can increase your tax liability and even cost you extra in interest and penalties. With the right tax planning guidance, however, you may be able to reduce your tax liability while avoiding interest and unnecessary fees (or penalties) entirely.

Making the most of your income and investments is easier when you work with the tax planning professionals at Lori A. Riccardi, CPA. Our tax planning strategies go beyond basic compliance to help you maximize your income and move toward achieving your long-term financial goals.

Business Tax Planning

We are CPA's and tax accountants that can provide your CA business with the forward-thinking advice you deserve. Our full-service firm provides year-end tax planning services in addition to complete CFO services, basic bookkeeping and payroll services, and sales tax reporting. When you work with or tax department, you can rest easy knowing that we master our region’s current tax codes and regulations. This helps us lower your tax burden throughout the entire year — not only at the end of the year.

What is tax planning? We help a diverse range of businesses:

Grow and preserve assets while minimizing tax liability
Defer income and expenses to pay less in taxes now
Reduce income taxes for enhanced income preservation
Better manage finances throughout the year with part-time CFO services
Become more financially successful with comprehensive planning services

Individual Tax Planning

Tax planning is about much more than counting deductions and filing a 1040 in April of every year. At Lori A. Riccardi, CPA our tax accountants can design a customized tax strategy that meets your specific financial needs. We can help you preserve your income and assets by:

Minimizing tax liability on income and investments with year-round planning
Deferring income and expenses to future years for better long-term financial planning
Reducing tax liability on your estate so your family can keep more of what you make
Reducing taxes on gifts so you can share more of your money safely
Reducing taxes on your retirement income so you can relax
Maximizing tax deductions so you can keep more of your income

We Work for You — Not the IRS

In most cases, hiring a professional tax planner allows you to save more in tax liability than our services will cost. When you choose us, you’ll have experienced tax accountants on your side that are CPA's that will meticulously review your tax situation to create the best long term strategy for you. Whether you need comprehensive tax planning services for your business, you want to file your year-end return, or you need financial advice for the upcoming year, we are here to help you.






For more information about our tax planning services and strategies, please call us at +1619.808.7728

  • Corporation Tax (1120, 1120S)
  • Individual Income Tax (1040)
  • Partnership Tax (1065)
  • Trust Tax Returns (1041)
  • Estate Tax Returns (706, 709)
  • Tax Preparation by Mail