Exclusive Client Qualification

Find Out If Your Business or Real Estate Portfolio Qualifies for Strategic Tax Planning.

Most business owners and real estate investors overpay the IRS every single year — not because they paid too much, but because no one has ever built them a strategy.

Built exclusively for business owners and real estate investors.

If you file a Schedule C, own an S-Corp or partnership, or hold rental property — this is for you.

Proactive, year-round strategy — not a once-a-year tax return.

We plan before December 31st, when the savings are still on the table.

This is not tax preparation.

It's entity structuring, income timing, deduction engineering, and long-term wealth protection.

We intentionally keep our client roster small. This form helps us protect your time — and ours.

Have a question before applying?

info@lux.cpa(269) 471-7789

See If You Qualify

Step 1 of 4

Lux CPA works exclusively with business owners and real estate investors who want to proactively reduce their tax bill and build lasting wealth — not simply file a return in April.

Because we limit the number of planning clients we take on, we ask every applicant a few quick questions first. It takes under 60 seconds.

Your detailsHow can we reach you?
Question 01Which best describes you?*
Question 02Roughly how much did you send the IRS last year — and how do you feel about it?*
Question 03Have you ever worked with a CPA on proactive tax strategy — not just filing?*
Question 04If we identify a strategy that saves you a meaningful amount in taxes each year, are you prepared to invest in implementing it?*
ScheduleReserve your strategy callPick a time that works for you. Only slots that are open on our calendar are shown.
October 2026
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Your answers are confidential and reviewed personally by Yhelena Zapata, CPA. If we're not the right fit, we'll tell you honestly — and point you in the right direction.