Complex businesses and financial lives can require more than basic tax preparation. Luma CPA & Advisory P.C. serves Los Angeles clients with experienced tax compliance, strategic advisory and multi-state tax planning.
Led by Lety Rodarte, CPA, Luma brings more than 20 years of dedicated tax experience and the perspective of a former government auditor to complex tax matters.
Los Angeles is home to businesses, professionals, property owners, investors and individuals whose tax situations can extend far beyond a straightforward annual return.
A growing company may operate in several states.
An individual may have investment and passive income.
A business owner may be considering a significant transaction.
A taxpayer may own real estate or financial assets across multiple jurisdictions.
Luma helps clients understand and address these types of tax situations with a detailed, research-driven approach.
Luma provides business tax compliance for small-to-medium businesses.
Services include tax preparation and filing involving:
Businesses with more complicated structures or geographic footprints may also benefit from Luma’s strategic advisory and multi-state experience.
Los Angeles businesses aren’t necessarily limited to California.
Companies can have employees, customers, operations, property and other business activity across the country.
As that footprint expands, state tax questions may become increasingly important.
Luma provides guidance involving:
Lety’s former government auditing experience included state taxation matters involving nexus, apportionment and multi-state issues.
That experience gives Luma a particularly relevant foundation for businesses facing complicated state tax questions.
Luma also works with individuals whose financial circumstances require additional attention.
Individual tax services can include matters involving:
The goal is to understand the client’s complete tax picture rather than treating each issue in isolation.
Some of the most valuable tax conversations happen before an important decision.
Luma provides forward-looking Strategic Tax Advisory for clients evaluating:
Potential tax scenarios can be considered before a transaction is finalized.
Luma serves clients throughout Greater Los Angeles and also works virtually with clients nationwide.
In-person meetings are available by appointment only.
The Los Angeles page represents Luma’s service area and does not indicate a separate physical office in Los Angeles.
Does Luma serve Los Angeles clients?
Yes. Greater Los Angeles is one of Luma’s primary Southern California service areas.
Does Luma provide business tax preparation?
Yes. Luma provides tax compliance for C-Corporations, S-Corporations, partnerships and LLCs.
Can Luma help Los Angeles businesses operating in other states?
Yes. Multi-state tax planning and compliance are important areas of Luma’s practice.
Does Luma work with individual taxpayers?
Yes. Luma provides individual tax compliance for more complex financial situations involving areas such as multi-state income, real estate, investments and foreign assets.
Does Luma offer tax planning?
Yes. Strategic Tax Advisory includes forward-looking planning and tax scenario modeling.
Are virtual appointments available?
Yes. Luma works virtually with clients nationwide.
Connect with Luma CPA & Advisory P.C.
