Managers and Directors

LUCIA A. POWELL, CPA

RESPONSIBILITIES AND EXPERTISE

Lucia joined the firm in 1995 and has over 20 years of accounting and tax experience. She oversees the Accounting Services department, specializing in on-site and in-house write up work, preparation of non-disclosure financial statements, small business reporting, including payroll, sales tax, business property statements, and other business filing requirements.

In addition to managing the accounting and reporting needs of clients in the medical, construction, healthcare and various other industries, Lucia handles clients’ tax planning and tax preparation and consults regarding accounting procedures.

EDUCATION

• Bachelor of Science degree from California State University, San Bernardino, graduating with honors in 1989
• Licensed CPA in the State of California
• Quickbooks ProAdvisor, certified since 2002

PROFESSIONAL AND COMMUNITY ORGANIZATIONS

• Member of the American Institute of Certified Public Accountants
• Member of the California Society of Certified Public Accountants
• Past treasurer of the Inland Empire Chapter of the California Society of CPA’s
• Past treasurer of the San Bernardino Symphony Association
• Past treasurer of the Redlands YWCA

PERSONAL

Lucia enjoys reading and music. She is a former runner with a keen interest in nutrition and health maintenance. She speaks fluent Italian and loves to travel.