Tax PrepARATION

Expert preparation of personal income tax returns, ensuring compliance, maximizing deductions, and minimizing tax liabilities.

Individuals
Starts at $700

Businesses
Starts at $1,800

• Tax Return Preparation
• Safe Harbor Tax Estimates
• All In One Tax App
• Key Dates Tax Calendar
• Tax Summary Dashboard
• One On One Tax Return Review

INCLUDES

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Quarterly tax projections so you always know what taxes you’ll owe, avoid tax surprises, and can make timely estimated tax payments.

Tax PLANNING

ESSENTIAL

Quarterly
Starts at $350

• Tax Projection Report (Quarterly)
• Tax Payment Estimate (Quarterly)
• Limited Email Access for Tax Inquires
• Tax Optimization Report (Q2 & Q3)
• Two Strategy Meetings (Q2 & Q3)
• Strategy Implementation Guidance

INCLUDES

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Quarterly tax projections plus proactive tax optimization, side-by-side scenario analysis, and strategic tax recommendations.

Tax PLANNING

COMPREHENSIVE

Quarterly
Starts at $900

• Tax Projection Report (Quarterly)
• Tax Payment Estimate (Quarterly)
• Limited Email Access for Tax Inquires
• Tax Optimization Report (Q2 & Q3)
• Two Strategy Meetings (Q2 & Q3)
• Strategy Implementation Guidance

INCLUDES

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Accurate tracking and categorization of income and expenses with monthly reconciliations, ensuring clean financial records.

Bookkeeping

Monthly
Starts at $350

• Income and Expense Tracking
• Bank Reconciliations
• Clean Financial Records
• Monthly Financial Statements
• Standard Year End Journal Entries

INCLUDES

Get Started

  • "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.