CPA Services

Tax Prep

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

Deliverables:

Individual — Starting at $600

Sole Proprietor — Starting at $800

Business Entities — Starting at $1,800

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essential
Tax Planning

$350+ Quarterly


Tax Projection Report (Quarterly)
Tax Payment Recommendation (Quarterly)
Tax Optimization Report (Q2 & Q3)
Two Strategy Meetings (Q2 & Q3)
Strategy Implementation Guidance
One Revision Per Quarter
Email Access for Tax Questions

Deliverables:

12-Month Engagement
Ad Hoc Meetings or Calls: $275/hour
Additional Tax Projections or Revisions: $275+

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Comprehensive
Tax Planning

$900+ Quarterly


Tax Projection Report (Quarterly)
Tax Payment Recommendation (Quarterly)
Tax Optimization Report (Q2 & Q3)
Two Strategy Meetings (Q2 & Q3)
Strategy Implementation Guidance
One Revision Per Quarter
Email Access for Tax Questions

Deliverables:

12-Month Engagement
Ad Hoc Meetings or Calls: $275/hour
Additional Tax Projections or Revisions: $275+
Additional Tax Optimization Revisions: $675+

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Bookkeeping

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

Deliverables:

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.