CPA Services

Tax Prep

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 — Starting at $600

Sole Proprietor — Starting at $800

Business Entities — Starting at $1,800

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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

Starts at $2,900 annually

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Bookkeeping

Deliverables:

Income and expense tracking
Bank reconciliations
Clean financial records
Monthly financial statements
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.