Luma CPA & Advisory P.C. serves Newport Beach businesses and individuals with tax compliance and strategic advisory designed for situations that require careful analysis.
For clients with businesses, investments, real estate and income from different sources, taxes rarely exist in isolated categories.
One decision can affect another.
A property transaction may interact with investment income.
A business may operate across several states.
An owner may have both business and individual planning needs.
Luma takes a broader view of these circumstances.
Luma provides:
For clients with both business and personal tax complexity, the ability to consider the larger picture can be particularly valuable.
Luma’s experience includes real estate acquisitions, property sales and 1031 exchanges.
Planning before a significant property transaction may allow clients to consider tax implications earlier in the process.
Luma also works with individual tax matters involving investment portfolios and passive income.
When these exist alongside business ownership or real estate, a more comprehensive tax view can become important. See Investment & Passive Income Tax Services.
Individuals and businesses with activity outside California may encounter additional state tax questions.
Luma provides guidance involving:
Luma can model potential tax scenarios before significant transactions.
This allows tax considerations to be evaluated while decisions are still being made.
Luma serves Newport Beach and the broader Orange County area.
Clients can work with Luma virtually nationwide.
In-person meetings in Greater Los Angeles and Orange County are available by appointment.
Luma does not claim a separate physical Newport Beach office through this service-area page.
Does Luma work with Newport Beach business owners?
Yes. Luma provides business compliance and strategic advisory services.
Does Luma handle real estate tax matters?
Yes. Real estate acquisitions, sales and 1031 exchanges are included in Luma’s tax experience.
Can Luma help with investment income?
Yes. Investment portfolios and passive income are included within Luma’s individual tax services.
Does Luma offer multi-state planning?
Yes. Multi-state tax matters are a significant area of Luma’s experience.
Can I meet in person?
In-person meetings within Greater Los Angeles and Orange County are available by appointment.
