CPA Services

Tax PrepARATION


Deliverables:

Tax return preparation
Quarterly tax estimates
All-in-one tax app
Key dates tax calendar
Tax summary dashboard
One-on-one tax return review

Individual Returns
Starts at $700

Business Returns
Starts at $1,800


Tax Planning


Deliverables:

Bi-annual strategy meetings
Optimal entity evaluation
Income & expense shifting
Retirement plan assessment
Credit & deduction optimizer
Officer compensation analysis
Full year access for questions

Essentials
Starts at $350 Quarterly

Comprehensive
Starts at $900 Quarterly


Bookkeeping


Deliverables:

Income and expense tracking
Bank reconciliations
Clean financial records
Monthly financial statements
Standard year-end journal
entries

Starts at $350 Monthly


  • "Aaron makes tax season incredibly easy to get through. I can trust that everything is done correctly and efficiently. I usually have several questions every year and he answers them all with a fantastic explanation."

    Jessica L.

  • "I highly recommend Aaron Krafft and the Luminary CPA team. They are prompt, knowledgable, and friendly. Two thumbs up!"

    Jackie S.

  • "Aaron was so professional and responsive. Works quickly and was always courteous, helpful and so accommodating. I would warmly recommend his tax preparation services to anyone, he made everything so easy for us."

    Adam K.