Lucille F. Booker, CPA, MBA

Lucy serves as the principal officer of the firm providing accounting and tax preparation for a wide variety of clients in the local areas of Montgomery and Philadelphia counties, and the surrounding areas. The practice also provides services to clients in all 50 states. Lucy has over 25 years of experience assisting individuals, small businesses, and non-profit organizations with accounting and tax matters. In addition, she worked in Corporate America for 20 years in the insurance, healthcare and pharmaceutical industries before leaving to devote her talents to her private practice on a full-time basis.

Lucy is a licensed Certified Public Accountant in the state of Pennsylvania. She graduated cum laude from Temple University, where she obtained both her  Masters of Business Administration (MBA) and her Bachelors Degree in Accounting.  She is currently a  member of the National Association of Tax Professionals (NATP), and the National Society of Accountants (NSA).

In addition, Lucy has worked as an  Adjunct Instructor at a local University, teaching and preparing aspiring students to enter the world of Accounting and Finance.

Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps her on the "leading edge" of ever-changing tax laws and accounting methods.

Please feel free to visit the "Contact" page for information regarding how to reach her via telephone, fax, e-mail or regular US mail.

Client Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Portal Login

Get In Touch

Featured Articles

Subscribe to my Emailed Newsletter