High-level tax compliance, advisory, and multi-state planning for businesses and individuals across the United States.
Years of Tax Experience
From routine corporate filings to intricate multi-state and foreign tax issues, we handle the full spectrum of modern tax challenges.
Our Services
Complete tax preparation and filing for small to medium-sized businesses. We handle multi-state footprints, entity-level optimization, and complex regulatory requirements to keep your business fully compliant across all federal and state jurisdictions.
Tailored tax preparation for clients navigating complex personal financial landscapes. We specialize in high-level filings involving multi-state income, real estate transactions, investments, and international tax reporting requirements (FBAR).
Forward-looking tax planning aligned with your personal and business goals. Rather than looking backward at tax time, we partner with you year-round to model scenarios, structure efficiently, and develop defensive strategies that minimize long-term liabilities.
At Luma CPA and Advisory P.C., we turn complex tax strategies into a clear path forward for your business. Founded by Lety Rodarte, CPA, our firm provides high-level tax compliance, advisory, and multi-state planning for small-to-medium businesses, corporations, and individuals across the United States.
With over 20 years of dedicated tax experience, Lety built her career on a foundation of rigorous analysis and deep technical expertise. Her unique background includes being a former government auditor, in which she audited some of the largest, most complex taxpayers in the world on state taxation issues such as apportionment, nexus, and multistate issues. This background offers Luma clients a distinct advantage: an insider’s understanding of how tax authorities analyze tax positions, structure audits, and interpret statutory law.
Lety’s approach relies on continuous, exhaustive research into evolving Federal and State tax legislation, precedent-setting court cases, and administrative regulations. She excels at tackling intricate tax scenarios that demand innovative thinking, cross-departmental collaboration, and proactive problem-solving. Whether navigating multi-state footprints, complex corporate structures, property transactions, payroll nuances, or international tax compliance, Lety brings high energy, unyielding diligence, and strategic leadership to every engagement. My education graduated with a Bachelor of Science in Accounting with a double major in Finance.
