Lori has been doing my taxes for 7 years. She's responsive, knowledgeable and professional. She's seen me thru starting a business, buying a condo, tax mgmt for rental property income in a different state, unemployment, and sale of a property in another state. Throughout all of these life transitions she has been responsive in answering my questions any time of year, and thorough and efficient when filing my (sometimes complicated) tax returns.

So grateful we found Lori! We were in a tough spot with our taxes filing on our own, but thanks to Lori we were able to sort out expenses and find returns we didn’t know about and helped me as an independent contractor. Thank you so much for your professionalism, timing, and help. Lori is the best!

I am active duty Navy . Lori has been handling my taxes for the past 3 years, and I couldn’t be more satisfied. She is highly professional, experienced, and always delivers on time. On top of that, her pricing is very reasonable. I highly recommend her services to anyone looking for a reliable and knowledgeable CPA!

I am starting my own business here in California and Lori spent 20 minutes with me on the phone just to help answer tax questions and get to know me. I will be using her to file my business taxes come the end of this year into 2027. I could tell form one call she is honest and easy to work with.

I recently began working with Lori A. Riccardi CPA Tax Firm, specifically Lori Riccardi, and even though I'm new to the firm, I already feel completely at ease. After researching and reaching out to several CPAs, Lori stood out immediately as the most professional, personable, and responsive. She took the time to answer all of my questions thoroughly and made what can feel like an overwhelming process much more manageable. From the start, I truly felt like I had found the tax professional I had been looking for. I'm very excited to be a client and confident I'm in excellent hands.