Services at Luminate CPA
Tax Planning & Preparation
Thoughtful planning. No last-minute stress.
Tax work shouldn’t start in March and end in April. At Luminate, tax planning is an ongoing process — not a once-a-year event.
We take a proactive, forward-looking approach to help you understand your tax picture, identify opportunities to reduce liability, and make informed decisions throughout the year. When it’s time to file, everything is already organized, accurate, and aligned with the plan.
What this looks like:
- Proactive tax strategy and year-round planning
- Clear guidance on tax-impacting decisions
- Accurate, timely tax preparation
- Coordination across personal and business returns
Our goal is simple: fewer surprises, smarter timing, and confidence that nothing is being missed.
Business Accounting
Clean books. Clear insight. Steady support.
Accurate accounting is the foundation of good decision-making — but it shouldn’t take over your time or attention.
Luminate provides ongoing business accounting that keeps your financials organized, current, and easy to understand. We use modern, cloud-based systems to create consistency, visibility, and reliability.
What this looks like:
- Ongoing bookkeeping and reconciliation
- Organized, timely financial reporting
- Modern systems and workflows
- Support that grows with your business
Think of us as your accounting department in a box — handling the details, maintaining structure, and giving you the clarity you need to run your business well.
Financial Planning
What this looks like:
- Cash flow and income planning
- Tax-aware decision-making
- Goal-based financial strategy
- Ongoing guidance as your situation evolves