Lucia Perri, CPA, MBA
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Lucia Perri, CPA, MBA
Don't be afraid to ask for a price quote. Tell us which accounting services you want. Tax preparation & tax planning for individuals, sole proprietors, S corporations & partnerships. Help with penalty abatements, tax notices, tax audit defense & installment agreements for income tax and sales tax. We are a ONE STOP SHOP. Let us handle your notices & lost tax payments, represent you at audits, and find IRS & OTC installment plans for you!
Services
Our CPA is uniquely qualified to handle all of your tax situations.
She completed five tax seasons in tax preparation at CPA firms.
Most CPA firms only help a couple of audit clients per year; but her tax audit representation includes handling over 207 tax audits, notices and appeals, not counting her work conducting tax audits for the IRS and for other taxes.
She worked in the IRS Problem Resolution Program, under the Taxpayer Advocate's Office.
With her experience, she has literally sat on both sides of the audit table.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, personalized service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Our firm is responsive.
Companies who choose our firm rely on competent advice and fast, accurate personnel.
EXISTING CLIENTS: Receive $25 off your next bill when one of your referrals places with us!
CPA FIRMS: We have referral incentives for you that include a flat fee to you for a tax audit referral when they place, and a non-compete agreement that we will not compete with the services you provide to that client.
We also like to give your tax audit representation client a coupon to reduce their first bill.
Under the Oklahoma Accountancy Board Rules of Ethics, you are allowed to receive a flat referral fee because it is a fixed amount, not like a commission or a percent of sales.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Someone on your team, looking out for your loved one's best interest.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
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