When taxes involve multiple entities, states, investments or significant transactions, experienced guidance matters. Luma serves Long Beach clients with tax compliance and forward-looking advisory.
Tax needs can change as businesses and financial circumstances become more sophisticated.
A business may begin operating outside California.
An individual may earn income across jurisdictions.
A property transaction may create significant tax considerations.
An owner may be considering a new entity structure or distribution.
Luma helps clients approach these circumstances with careful analysis.
Long Beach business clients can work with Luma for tax compliance involving:
The firm’s services are particularly suited to businesses whose circumstances require more than basic return preparation.
Companies can develop tax obligations beyond California as their operations expand.
Luma provides multi-state tax planning and compliance involving issues such as nexus and apportionment.
Lety’s experience as a former government auditor provides valuable perspective in this area.
Luma serves individuals with tax situations involving:
These issues can be evaluated as part of the client’s complete tax circumstances.
Strategic Tax Advisory helps clients consider potential tax implications before major decisions are completed.
Luma can assist with:
Luma serves Long Beach as part of its broader Greater Los Angeles and Orange County service area.
Clients can work with Luma virtually, and in-person appointments in the Greater Los Angeles and Orange County region are available by appointment.
Does Luma serve Long Beach CPA tax services?
Yes. Long Beach is within Luma’s Southern California service area.
Can Long Beach businesses work with Luma remotely?
Yes. Luma provides virtual services nationwide.
Does Luma handle corporate tax filings?
Yes. Luma provides tax compliance for C-Corporations and S-Corporations as well as partnerships and LLCs.
Does Luma handle complex individual returns?
Luma’s individual tax services include multi-state income, real estate, investments, passive income and foreign assets.
Can Luma help before a major transaction?
Yes. Strategic Tax Advisory includes forward-looking scenario modeling and planning.
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