Luma CPA & Advisory P.C. serves Orange County businesses and individuals who need thoughtful guidance for tax compliance, multi-state matters and important financial decisions.
A growing business or sophisticated individual tax situation may involve substantially more than preparing one annual return.
Business structure, state activity, real estate, investments, significant transactions and other circumstances can all affect the tax picture.
Luma provides a combination of compliance and forward-looking advisory designed to help clients navigate these situations with greater clarity.
Luma provides business tax preparation and compliance for:
The firm’s approach begins with understanding the business and its circumstances.
As an Orange County company grows, its tax situation can change.
Expansion into other states can raise questions involving nexus and state filing requirements.
Changes in ownership or structure can create additional planning considerations.
Major transactions may benefit from tax analysis before they occur.
Luma connects annual compliance with broader strategic planning when clients need both.
Multi-state taxation is a significant part of Luma’s experience.
Lety Rodarte’s former government auditing work included complex state tax matters involving:
Today, that experience helps inform Luma’s approach to businesses operating across jurisdictions.
Orange County individuals with more complex financial circumstances can also work with Luma.
Services can involve:
Rather than viewing these issues separately, Luma can evaluate how they interact within the client’s broader tax situation.
Luma can also help clients evaluate tax considerations before significant decisions.
Advisory services include:
The objective is to make tax considerations part of the planning process rather than discovering them only after a transaction is complete.
Luma serves clients throughout Orange County, including communities such as:
Individual pages for these communities provide additional information about Luma’s services.
Luma also provides virtual service nationwide.
In-person meetings in Greater Los Angeles and Orange County are available by appointment.
Does Luma serve all of Orange County?
Luma serves Orange County clients and provides virtual service for clients nationwide.
Does Luma have offices in every Orange County city?
No. The individual city pages describe areas Luma serves and should not be interpreted as separate physical offices.
Does Luma work with businesses?
Yes. Luma works with small-to-medium businesses, corporations, partnerships and LLCs.
Does Luma provide multi-state tax services?
Yes. Multi-state taxation is one of the firm’s important areas of experience.
Can individuals work with Luma?
Yes. Luma serves individuals with more complex tax circumstances.
Are in-person meetings available?
Yes, by appointment in Greater Los Angeles and Orange County.
