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Lori A. Riccardi, CPA A Professional Accountancy Corporation

Lori A. Riccardi, CPA A Professional Accountancy Corporation

Reviews Summary

Lori Riccardi is consistently praised as an exceptional CPA, known for her expertise, reliability, and personalized service. Clients highlight her quick responses, attention to detail, and ability to handle complex tax and accounting matters with ease. Many appreciate her proactive tax planning, clear communication, and dedication to resolving issues, even correcting past errors. Her professionalism, accessibility, and commitment to client success make her a trusted choice for both personal and business needs. Multiple long-term clients highly recommend her services.

About This Listing

Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance

Contact Information

Address

2869 Historic Decatur Rd

San Diego, California 92106

Visit Website Call Now Get Directions

Customer Reviews

Lori has been my CPA for over ten years. I would very highly recommend her services! I own and operate a property rental LLC. Lori has always been extremely knowledgable, available, and very professional in representing me in the filing of my tax returns. Lori has helped me with maximizing my deductions and making sure that my return is always filed in an accurate, and timely manner. Lori has always been available during the year to answer any tax question that I may have, and has given me great tax advice

When I tell you Lori is a life saver! I mean it :) Second year running my business & taxes got too complicated for me to handle on my own. Working with Lori was night and day compared to who I used for my first year of handling both my business and personal tax. She made the whole process easy, from onboarding, to answering the million questions I gave to her. She went above and beyond to really make it seamless & blessed to know I have my new go to CPA every year going forward! If I could leave more stars

There are tons of accountants and tax professionals out there, but Lori stands out in being able to work with your best interest in mind, taking a burden off your shoulders, and treating you like a VIP client with her quick responses and attention to detail on complex matters. Since working with Lori, I've had time to focus on other areas of my business while she handles bookkeeping, and she's already been working on tax strategy and planning with us. Lori's practice is a one stop shop for all businesses, m

Lori has been a godsend in helping us clear up several issues resulting from errors made by a previous tax preparer. She knew all of the right questions to ask the IRS and successfully advocated for their support in the corrections, preventing us from having to refile our amendment. Having her go to bat for us alleviated a very stressful situation where we were being told we owed several thousand dollars that we didn't actually owe. Lori is knowledgeable and committed to helping her clients get resolution.

Working with Lori was an absolute pleasure! After struggling with my taxes for years, finally found someone who made the process easy. Lori is incredibly knowledgeable, patient, and always available to answer my questions. She took time to explain everything clearly, making sure I understood my options; plus I ended up with a bigger refund than I expected! Highly recommend for anyone in a need of a skilled CPA!

I've been utilizing and referring Lori?s services for almost a decade. She's helped my wife, who's self employed, catch up and file on time and accurately. Lori is extremely knowledgeable, friendly and efficient. I HIGHLY recommend Lori Riccardi as a CPA and source of guidance when it comes to taxes and accounting.

I've been working with Lori for the past 7 years ! She is the only CPA I trust for my personal and business account. Very trustworthy and communicative. Get your taxes with Lori, don't waste your time anywhere else!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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