Luminary is your full-service financial back office — weekly bookkeeping, payroll, tax filings, financial statements, and every compliance deadline. Plus business consulting when you need it. One team. Everything covered.
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.
Traditional accountants prepare your taxes once a year. Bookkeepers don't do taxes. Nobody talks to each other. Luminary changes that.
We specialize in entrepreneurial small businesses. We speak your language and understand the pressures you face.
No hand-offs, no miscommunication. The same team that handles your books files your taxes — giving you better accuracy and bigger deductions.
We track every deadline, flag issues before they become problems, and reach out to you — you shouldn't have to chase your accountant.
When every financial task is handled, you get back the hours and mental bandwidth to do what you actually built your business to do.
Everything your business needs — from one team, not three separate ones.
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We learn about your business, current setup, and what's falling through the cracks.
We get access to your accounts, clean up any prior bookkeeping, and get fully caught up.
Weekly bookkeeping, monthly statements, and proactive communication — running in the background.
Because your books are clean year-round, tax filing is seamless. We handle everything and file on time.
"I used to dread tax season every year. With Luminary, it just... happened. They had everything ready and filed before I even had to ask."
"I finally understand my own business finances. The monthly statements they send are actually clear — and they call me if something looks off."
"The sales tax piece alone was worth it. I didn't even know I was missing filings. Luminary caught everything and got us caught up fast."
Every plan includes a dedicated team that knows your business. Pricing scales with complexity — book a free call to get your exact quote.
All plans are priced based on transaction volume & business complexity. Starting prices shown.
For solo operators & early-stage businesses getting their finances in order.
For established small businesses ready to hand off everything financial.
Everything in Essentials, plus full tax coverage.
For growing businesses that need advanced bookkeeping and the full back office.
Everything in Growth, plus advanced accounting & priority support.
We serve individuals who want expert tax preparation, year-round access to answers, and proactive planning — not just a return filed once a year and forgotten.
Annual income tax preparation — straightforward and accurate.
Year-round access, tax planning, and priority support — every month.
Don't see your question here? We're just an email or phone call away.
Book a free 30-minute consultation. No pressure — just a conversation about where you are and what you need.
Book My Free Consultation