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Lucier CPA, Inc.

Lucier CPA, Inc.

Reviews Summary

The majority of reviews praise Lucier CPA for exceptional accounting, tax, and business consulting services, highlighting expertise, professionalism, and valuable support for small businesses. Many long-term clients highly recommend the firm. However, a few negative reviews cite billing issues, communication problems, and errors in tax filings, causing significant frustration. Overall, the firm is well-regarded but has occasional service inconsistencies.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Subscription Pricing
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

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

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Subscription Pricing
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

1300 Division Rd

East Greenwich, Rhode Island 02893

Visit Website Call Now Get Directions

Hours

Monday 8AM-4PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday 8AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

I had an extremely disappointing experience with Lucier CPA and Lori Fleming due to misleading billing practices, lack of transparency, and poor communication. I was initially given an estimate for services, including catch-up bookkeeping on multiple accounts,, setting up my S-Corp, and transferring my LLC from another state. I paid this at the beginning of our work together. I also was in an agreement for weekly payments that would cover taxes filing, ongoing bookkeeping, and payroll. However, I was later

Whatever you want to know about running your business, David has experienced it or dealt with it and can answer any business questions you have and help you solve problems. He is an author and has his books in the office which are extremely helpful. There are not that many people you will find that are as passionate about helping others with their businesses as they are at Lucier CPA. Highly recommended for expert business advice and outstanding service for accounting, bookkeeping and payroll services.

I am a small business owner and have used the accounting firm Lucier CPA as my business advisors as well as my accountants for years. David Lucier has helped my business grow while saving me money on my taxes. He is very knowledgeable and I highly recommend him.

We have worked with Lucier CPA since for many years now and I cannot say enough good things about the firm. Highly recommend if you're a small business in Rhode Island and need a competent, professional, and multi-faceted accounting firm .

I received letters from the IRS attempting to collect $80k in unpaid taxes because my business returns were filed with oversights three years in a row. I have been sorting it out for a year to get it corrected. It took me 10 mins to find what they were looking for and my current accountant found it right away? it was an amateur mistake and it?s really frustrating considering how much I was paying every month for bookkeeping and tax services.

Lucier CPA was a God send. David and his team are on the ball! They make keeping the books and doing payroll for my company so much easier. Highly recommend. Thank you, Lucier CPA!

Lucier CPA has been my accounting firm for over 20 years, David Lucier is an expert in his field and I would highly recommend David and his company to anyone in need of tax services, bookkeeping, or business consulting. - Judge Arthur Capaldi

I have worked with and referred clients to David Lucier,CPA and his team for almost 20 years. David Lucier understands small business owners business challenges and helps them run stronger, more profitable businesses.

I met with Lucier CPA, Inc through SCORE for assistance with the business startup process and was given more information and assistance than I had received the past 6 months of doing it myself. David is terrific!

David is a True Professional Accountant. He offers many business services and is well respected in his field.

This is the most incredible CPA firm in RI. You get more than you ever imagined with services that are first class.

It?s comforting knowing you have a knowledgeable staff looking out for your business. Highly recommend

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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