Luma provides Santa Ana businesses and individuals with experienced tax compliance and advisory for situations ranging from business filings to complex multi-state tax matters.
Business owners need tax guidance that reflects the actual company.
Luma works with:
Services can include both annual compliance and forward-looking tax advisory.
Preparing a business tax return requires understanding more than the final numbers.
The entity’s structure, operations, transactions and geographic footprint can all affect its tax circumstances.
Luma approaches preparation with attention to those underlying details.
Business owners may also need guidance before decisions involving:
Luma’s Strategic Tax Advisory practice allows tax considerations to be evaluated before the decision is complete.
Santa Ana individuals with more complicated tax circumstances can work with Luma for matters involving:
Lety Rodarte’s experience as a former government auditor gives Luma an additional perspective on complex tax matters.
Her background included work involving large taxpayers and state taxation matters such as apportionment, nexus and multi-state issues.
Luma serves Santa Ana and communities throughout Orange County.
Nearby service areas include Costa Mesa, Irvine, Anaheim and other Orange County communities.
Virtual service is available nationwide.
In-person appointments are available by appointment in Greater Los Angeles and Orange County.
Does Luma serve Santa Ana CPA tax services?
Yes. Luma serves Santa Ana and the broader Orange County region.
Does Luma provide business tax services?
Yes. Business Tax Compliance is one of Luma’s core service areas.
Can Luma help with tax planning?
Yes. Luma provides Strategic Tax Advisory and Tax Scenario Modeling.
Can Luma help individuals?
Yes. Individual Tax Compliance is available for clients with more complex tax circumstances.
Does Luma provide multi-state services?
Yes. Multi-state taxation is particularly aligned with Lety’s professional experience.
