Tax requirements can become increasingly complex as a business grows, changes structure or begins operating across multiple states. Luma CPA & Advisory P.C. helps businesses approach federal, state and multi-state tax compliance with careful analysis and experienced guidance.
Business tax compliance involves much more than meeting a filing deadline.
A company’s entity structure, ownership, business activities, transactions and presence in different jurisdictions can all affect its tax responsibilities.
Luma CPA & Advisory P.C. provides business tax compliance services for small-to-medium businesses that need careful attention to both routine filings and more complex tax circumstances.
Led by Lety Rodarte, CPA, Luma brings more than 20 years of dedicated tax experience to each engagement.
Lety’s background as a former government auditor also provides a valuable perspective when businesses encounter complicated state taxation matters.
Corporations may have federal and state tax obligations based on their structure and business activities.
Luma assists C-Corporations with tax preparation and compliance while considering the company’s broader tax circumstances.
S-Corporations have filing requirements involving both the entity and its shareholders.
Luma provides S-Corporation tax services with attention to the company’s structure, activities and applicable federal and state requirements.
Partnership taxation involves reporting income, deductions and other tax items that may ultimately flow through to individual partners.
Luma assists partnerships with tax compliance while considering the complexity of the entity and its activities.
An LLC’s tax treatment depends on its circumstances, ownership and applicable tax classification.
Luma works with LLC clients to address their tax filing and compliance requirements.
Business tax obligations can extend beyond a federal return, and the IRS provides guidance on business tax requirements that may apply based on how a company is organized and operates.
As companies expand, they may encounter additional state filing responsibilities.
Operating across state lines can introduce questions involving nexus, apportionment, state filing requirements and other multi-state considerations.
Luma’s experience in state taxation makes these issues an important part of the firm’s capabilities.
Lety Rodarte, CPA has more than 20 years of dedicated tax experience.
Her background includes serving as a government auditor and auditing some of the largest and most complex taxpayers in the world on state taxation matters.
Her experience included issues involving apportionment, nexus and multi-state taxation.
That perspective gives Luma clients insight informed by an understanding of how tax authorities may analyze tax positions, structure audits and interpret statutory law.
Luma’s business tax compliance services may be appropriate for:
Small-to-medium businesses
Businesses operating in multiple states
Businesses with complex state tax matters
Companies undergoing growth or structural change
Does Luma prepare business tax returns?
Yes. Luma provides tax preparation and filing services for small-to-medium businesses, including corporations, S-Corporations, partnerships and LLCs.
Can Luma assist businesses operating in multiple states?
Yes. Multi-state tax matters are an important part of Luma’s experience. Lety’s background includes state taxation matters involving nexus, apportionment and multi-state issues.
Does Luma only serve California businesses?
No. Luma is based in Southern California and serves clients virtually across the United States.
Are in-person appointments available?
Yes. Luma serves Greater Los Angeles and Orange County, California, with in-person meetings available by appointment.
What makes business tax compliance complicated?
Complexity can arise from entity structure, ownership, business transactions, multi-state operations and differing federal and state tax requirements.
Can Luma provide tax planning in addition to compliance?
Yes. Strategic Tax Advisory is one of Luma’s core services and can complement tax compliance when clients need forward-looking planning.
