Luma CPA & Advisory P.C. serves Fullerton clients with experienced tax compliance, strategic advisory and multi-state planning for business and individual tax matters.
Tax needs change as businesses and financial circumstances evolve.
A straightforward return can become more complicated after:
Luma helps clients navigate these situations through a combination of compliance, technical analysis and forward-looking planning.
Federal, state and multi-state compliance based on the company’s structure and circumstances.
Preparation and filing for businesses requiring careful attention to their tax obligations.
Tax compliance and planning for corporations.
Tax preparation and compliance involving S-Corporations and related tax considerations.
Compliance for partnerships and more complex partnership circumstances.
Tax guidance based on the LLC’s structure and applicable tax treatment.
A tax return deals largely with events that already happened.
Strategic Tax Advisory focuses on what may happen next.
Luma can help clients consider potential tax implications involving:
When several options are being considered, Luma can help model potential tax scenarios before the client commits to a particular path.
This allows tax consequences to become part of the planning conversation earlier.
Fullerton businesses and individuals aren’t necessarily limited to California activity.
A business can operate nationally.
An individual can earn income in several states.
Property can be located outside California.
A client may relocate.
These circumstances can create additional state tax considerations.
Luma provides:
Lety Rodarte’s background is particularly relevant to these matters.
Before founding Luma, she worked as a government auditor and audited some of the largest and most complex taxpayers in the world on state taxation issues.
Her experience included:
That perspective now helps inform Luma’s approach to clients facing complex state tax questions.
Luma also works with individuals whose tax circumstances extend beyond a simple return.
Services can involve:
Real estate and investments can introduce tax considerations that interact with a client’s larger financial picture.
Luma can assist with compliance while also providing strategic advisory before significant transactions where appropriate.
Tax rules change.
Federal and state legislation evolves.
Courts issue decisions.
Administrative regulations and guidance can affect how tax rules are interpreted.
Lety’s approach includes continuous research into these developments.
This commitment to research is especially important when clients face circumstances that require more than a routine answer.
Lety brings more than two decades of dedicated tax experience to Luma.
Her background combines:
Luma applies that experience while maintaining the personal attention of a focused CPA advisory firm.
Luma serves Fullerton as part of its broader Orange County service area.
Clients in nearby Orange County communities can also work with Luma.
Virtual service is available nationwide.
For clients in Greater Los Angeles and Orange County, in-person meetings are available by appointment.
This page identifies Fullerton as a service area. It should not be used to claim that Luma maintains a separate physical Fullerton office.
Does Luma serve Fullerton?
Yes. Fullerton is part of Luma’s Orange County service area.
Does Luma have a physical office in Fullerton?
This page represents an area Luma serves. In-person meetings in Greater Los Angeles and Orange County are available by appointment.
Does Luma prepare business tax returns?
Yes. Luma provides tax preparation and compliance for C-Corporations, S-Corporations, partnerships and LLCs.
Can Luma help a Fullerton company expanding into another state?
Yes. Multi-State Tax Planning and Multi-State Tax Compliance are important areas of Luma’s practice.
Does Luma help individuals?
Yes. Luma provides individual tax compliance for more complex circumstances including multi-state income, investments, real estate and foreign assets.
Can Luma help with a 1031 exchange?
1031 exchange tax matters are included within Luma’s stated real estate tax experience.
Does Luma offer tax planning in addition to tax preparation?
Yes. Luma provides Strategic Tax Advisory, including tax scenario modeling and planning around entity choices, distributions and significant transactions.
Luma CPA & Advisory P.C. provides experienced tax compliance and strategic guidance for businesses and individuals in Fullerton, throughout Orange County and Greater Los Angeles, and virtually across the United States.
