Luma serves Irvine clients with sophisticated tax compliance and advisory services for businesses, corporations and individuals navigating complex financial and multi-state matters.
Growing businesses can encounter new tax questions as operations evolve.
A company may add owners.
Expand into another state.
Complete a major transaction.
Change its entity structure.
Develop new state filing responsibilities.
Luma provides business tax compliance while also offering strategic advisory when clients need to think beyond the current return.
Services include:
Each service can connect back to the company’s larger tax strategy.
A California-based company can quickly develop a national footprint.
Employees, business operations and other activity across state lines may create additional tax considerations.
Luma’s multi-state services include:
Lety’s former government auditing experience directly included nexus, apportionment and multi-state taxation matters.
Tax planning can be particularly useful when decisions haven’t yet been finalized.
Luma helps clients evaluate tax considerations involving:
The goal is to bring tax analysis into the decision-making process earlier.
Irvine-area individuals with more complicated financial circumstances can also work with Luma.
Services can include:
Luma serves Irvine and communities throughout Orange County.
Virtual services are available nationwide.
In-person meetings are available by appointment in Greater Los Angeles and Orange County.
This page represents an area Luma serves and does not represent a separate Irvine office.
Does Luma serve Irvine CPA tax services?
Yes. Luma serves Irvine and the broader Orange County area.
Can Luma handle corporate taxes?
Yes. Luma’s services include C-Corporation and S-Corporation tax compliance.
Does Luma provide tax advisory?
Yes. Strategic Tax Advisory is one of Luma’s three core service areas.
Can Luma help a business operating in several states?
Yes. Multi-state planning and compliance are particularly aligned with Luma’s experience.
Can Irvine individuals work with Luma?
Yes. Individual tax compliance is available for clients with complex tax circumstances.
Luma can help you see the tax picture more clearly.
