From annual compliance to complex multi-state questions and forward-looking tax planning, Luma provides Costa Mesa clients with experienced guidance built around their circumstances.
Luma provides tax preparation and compliance for small-to-medium businesses, including:
The firm’s approach considers the business’s structure, activities and applicable federal and state tax requirements.
Growth can introduce new tax questions.
Businesses may enter new jurisdictions.
Ownership can change.
Transactions can become larger.
Entity structures may need to be reconsidered.
Luma’s Strategic Tax Advisory services help clients evaluate potential tax consequences before significant decisions.
Businesses with activity across state lines can face questions involving:
Luma’s background in state taxation makes these issues a particularly relevant part of the firm’s practice.
Costa Mesa clients can also work with Luma for individual tax matters involving:
Lety Rodarte, CPA brings more than 20 years of tax experience.
Her background as a former government auditor included complex state taxation matters involving nexus, apportionment and multi-state issues.
Luma combines that experience with ongoing research and individualized tax guidance.
Luma serves Costa Mesa as part of its Orange County service area.
Virtual service is available throughout the United States.
In-person meetings in Greater Los Angeles and Orange County are available by appointment.
Does Luma serve Costa Mesa CPA tax services?
Yes. Costa Mesa is included within Luma’s Orange County service area.
What businesses does Luma work with?
Luma works with small-to-medium businesses, including corporations, partnerships and LLCs.
Can Luma provide multi-state tax guidance?
Yes. Multi-state planning and compliance are important areas of Luma’s experience.
Does Luma provide individual tax services?
Yes, particularly for individuals with more complex financial circumstances.
Can Luma help before an important transaction?
Yes. Strategic Tax Advisory includes forward-looking planning and scenario modeling.
