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Services

What We Offer

We tailor bookkeeping, tax, and advisory services to your business. Start with one, or bundle them for complete financial clarity.

Bookkeeping
Tax Prep
IRS Representation
CFO Advisory
Formation
FAQs
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Enrolled Agent (IRS) • QuickBooks ProAdvisor • 18+ years experience • 100+ returns prepared

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BOOKKEEPING

Benefit: Stay on top of your business with organized books, timely reports, and clear insights, so you can focus on growth.

What's Included:

  • Monthly categorization & reconciliations.
  • Financial statements (P&L, Balance Sheet, Cash Flow).
  • Transaction tracking & management.
  • Year-end tax package ready for filing.
  • Cloud-based access to QuickBooks Online.
  • A/P & A/R management (optional).
  • Payroll setup & filings (optional).
No lock-ins. Month-to-month. Your data stays yours.

Bookkeeping $199–$599/mo

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TAX PREPARATION

Benefit: Accurate, stress-free tax filing that keeps you compliant and penalty-free.

What's Included:

  • Personal returns (Form 1040) and Estate/Trust returns (Form 1041) as needed.
  • Business returns: Forms 1120-S, 1065, and 1120.
  • Federal & state compliance; sales & payroll filings.
  • IRS notice support and correspondence.
  • Secure e-signature & document portal

Personal Tax $300–$1,000

Business Tax $550–$2,000

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IRS REPRESENTATION

Benefit: Get peace of mind knowing you have an Enrolled Agent that has been admitted to practice before the IRS on your side when dealing with any IRS matters.

What's Included:

  • Audit representation & correspondence.
  • Assistance with tax notices and disputes.
  • Installment agreements & Offers in Compromise.
  • Penalty abatement requests.
  • Support for wage garnishments and levies. 
Representation provided by an Enrolled Agent admitted to practice before the IRS.

Case-based pricing · Diagnostic review included

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CFO ADVISORY

Benefit: Gain clarity and control with high-level insights that guide smarter business decisions.

What's Included:

  • Cash flow forecasting & budget planning.
  • Custom financial dashboards & KPI tracking.
  • Pricing and profitability analysis.
  • Proactive tax strategy & entity planning.
  • Growth and investment roadmaps.
  • Monthly or quarterly strategy sessions.

CFO Advisory from $550/mo

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BUSINESS FORMATION & COMPLIANCE

Benefit: Start right and stay compliant with yearly filings and reporting.

What's Included:

  • Entity selection guidance (LLC, S-Corp, C-Corp, or Partnership).
  • State registration and EIN application.
  • Annual reports & compliance reminders.
  • Registered agent service (optional).
  • S-Corp reasonable compensation planning.

Formation from $100 + state fees

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CRYPTO TAX & PLANNING

Benefit:  Stay ahead of IRS rules with proactive planning for digital assets.

What's Included:

  • Wallet and exchange integrations.
  • Gains/losses, NFT, staking and DeFi reporting.
  • Basis tracking and reconciliation.
  • Strategic planning to reduce taxable impact.

Scope-based pricing · Varies by wallets/transaction volume

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* Your privacy matters. We never share or sell your information.

FAQs

How fast can you start?
Most clients kick off within 2–3 business days once we have access to your documentation and a short intake call.
Do you work nationwide?
Yes. We serve clients across the U.S. remotely. We keep everything secure and via e-signature to keep everything simple.
What do you need from me to begin?
Last 3–12 months of bank/credit statements, your current bookkeeping file (if any), prior year tax return, and access to your accounting/payroll apps.
How do we share documents?
Through our encrypted client portal with e-signature. No email attachments required.
Still have questions? Send us a Message

"Every business is unique. That's why our services are flexible, transparent, and tailored to your needs. Start with one or bundle them together for complete financial clarity"

Cristian Rodriguez

CEO, Luminera Accounting
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