Stop juggling multiple accountants, bookkeepers, and tax preparers. Luminary is your complete financial back office.
We categorize transactions, reconcile accounts, and keep your books current every single week — no more scrambling at year-end.
OngoingReceive a clean Profit & Loss, Balance Sheet, and cash flow summary each month so you always know where your business stands.
MonthlyAnnual federal and state income tax returns for S-Corps, C-Corps, LLCs, partnerships, and sole proprietors — prepared and filed accurately.
AnnualYour personal return is deeply connected to your business. We handle both together for maximum accuracy and deductions.
AnnualWe manage your sales tax filings, property tax filings, and any other non-income tax obligations across all jurisdictions.
As requiredAnnual state registrations, business license renewals, and compliance filings — tracked and filed before deadlines hit.
AnnualFull payroll processing powered by Intuit — accurate, on-time, and fully integrated with your books so everything stays in sync.
OngoingEntity setup, loan prep, buying or selling a business — we're just an email or phone call away when the bigger questions come up.
On demandRunning a business brings questions that go beyond day-to-day bookkeeping. We're here for those conversations too — no appointment required.
Have a question? Reach out anytime. We respond within one business day.
Get in TouchLLC, S-Corp, C-Corp, sole proprietor — the right structure matters for taxes and liability. We'll walk you through the options and help you set it up correctly from day one.
Lenders want clean financials and a clear financial story. We'll make sure your books are in order, help you understand your numbers, and prepare the documentation you need.
Thinking about buying or exiting? We'll review the financial statements, flag what matters, and make sure you understand exactly what you're getting into — or out of.