CPA Services

Tax Preparation

Deliverables:

1. Tax return preparation
2. Quarterly tax estimates
3. All-in-one tax app
4. Key dates tax calendar
5. Tax summary dashboard
6. One-on-one tax return review

Individual
Starting at $600

Sole Proprietor
Starting at $800

Business Entities
Starting at $1,800

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Tax Planning

Deliverables:

1. Bi-annual strategy meetings
2. Optimal entity evaluation
3. Income & expense shifting
4. Retirement plan assessment
5. Credit & deduction optimizer
6. Officer compensation analysis
7. Full year access for questions

Starts at $2,900 annually

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Bookkeeping

Deliverables:

1. Income and expense tracking
2. Bank reconciliations
3. Clean financial records
4. Monthly financial statements
5. Standard year-end journal entries

Starts at $350 monthly

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  • "Highly recommend Aaron and the Luminary CPA team. They are prompt, knowledgable, and friendly."

    — Jessica L.

  • "Great communication, accurate information first time through, well organized. I recommend to anyone!"

    — Jackie S.

  • "Aaron and Andy were both great to work with and made my business tax filing a smooth process!"

    — Adam K.