A Professional Accountancy Corporation since 2015, Lori A. Riccardi CPA Tax Firm in Point Loma delivers part-time CFO services, cash-flow forecasting, and QuickBooks platform consulting from its Liberty Station office on Historic Decatur Road. The firm builds financial-statement packages—balance sheets, P&L reports, and budget analyses—that serve as the tax-planning foundation for businesses also coordinating investment strategy with After-Tax Wealth Management. Individual and corporate return preparation covers federal and California filings, estimated-payment scheduling, and year-round liability modeling for self-employed owners and S-Corp operators. Entity-selection consulting for new LLCs, S-Corps, and partnerships runs alongside the trust and succession frameworks that clients formalize through Allenby Law, PC. Multi-entity compliance packages that consolidate payroll, sales-tax reporting, and excise-tax filings into a single engagement for businesses managing two or more California entities represent the firm’s most complex annual deliverable.