Clean-up & catch-up bookkeeping
Behind on your books? We'll get you current and ready to file.
WHAT WE DO
Pay less in taxes. Keep more of your money.
Lux CPA is a planning-first firm for business owners and real estate investors. We bring your bookkeeping, tax prep and tax strategy together, so nothing falls through the cracks and every dollar works harder.
SIGNATURE SERVICE
Strategic Tax Planning
Most CPAs look backward. We plan forward. We review your whole picture and build a written strategy that shows exactly how much you can save, and how.
Custom-priced for every plan
You'll see your projected savings before you commit.
WHAT YOU GET
A full review of your entity, income and prior returns
A written strategy with the dollar savings for each item
Entity, owner pay and income-timing strategies
Help putting every strategy in place
WHO IT'S FOR
Business owners with $250K+ in revenue
Real estate investors with income-producing properties
Anyone who feels they pay too much in taxes
MONTHLY PACKAGES
Bookkeeping + Tax Prep, bundled
Most owners pay one person for their books and another for their taxes, and nobody sees the whole picture. We bundle them on purpose. Clean monthly books let us spot savings during the year, and your returns are built on numbers we already know.
When it all works together, so do the results.
Three packages, from $495/mo
Core, Growth and Elite. One flat monthly fee, no long-term contract.
EVERY PACKAGE INCLUDES
Monthly bookkeeping and reconciliations
Monthly financial statements
Business tax return for S corps, partnerships and C corps
Owner's personal tax return
1099 filing and due-date reminders
A CPA who knows your business, not a call center
Growth and Elite add quarterly projections, tax-saving setup for your entity, Tax Plan implementation and year-round strategy.
ADDITIONAL SUPPORT
Extra help whenever you need it
IRS notices & compliance
Got a letter from the IRS or state? We'll respond and resolve it.
Individual tax returns
Personal returns starting at $700, quoted upfront.
Amended returns
Missed deductions in past years? We'll review and amend.
HOW IT WORKS
Plan. Implement. Maintain.
01
Plan
We find your savings with a written, personalized Tax Plan.
02
Implement
We set everything up correctly: entity structure, owner pay, payroll and expense reimbursements.
03
Maintain
Clean books and accurate returns keep you compliant and keep your savings, year after year.
Find out how much you could save.
Take our 60-second qualification and we'll point you to the right starting point. Hablamos español.