Who we are
Founded with a genuine commitment to help
About Lumina
Lumina Advisory Group was created with one purpose: to make finances feel simple, organized, and stress-free for everyday people and small businesses. We combine clear communication, precision, and genuine care to deliver tax and bookkeeping services you can trust.
We specialize in personal taxes, small-business taxes, and monthly bookkeeping, giving our clients peace of mind knowing their finances are handled correctly from the start. Whether you’re filing a return, catching up on your books, or preparing your business for growth, Lumina guides you with clarity and professionalism.
We understand every client’s situation is unique. That’s why we offer flexible and accessible support — virtual, in-person, or on-site — so you always feel taken care of. Our mission is to simplify the process, empower informed decisions, and provide the reliable support you need to thrive financially.
At Lumina, you are never just a number. You’re a person with goals, responsibilities, and dreams — and we’re honored to help you move forward with confidence. and small businesses stay organized and confident, Lumina offers personalized tax preparation, small business tax services, and reliable bookkeeping. Our approach is rooted in care, accuracy, and connection; taking the time to understand your goals, not just your numbers.
Sobre Lumina
Lumina Advisory Group nació con un propósito claro: hacer que las finanzas sean simples, organizadas y sin estrés para las personas y los pequeños negocios. Combinamos comunicación clara, precisión y un trato genuino para ofrecer servicios de impuestos y contabilidad en los que realmente puedes confiar.
Nos especializamos en impuestos personales, impuestos para pequeños negocios y servicios mensuales de bookkeeping, brindando a nuestros clientes la tranquilidad de saber que sus finanzas están manejadas correctamente desde el principio. Ya sea que necesites presentar tus impuestos, actualizar tu contabilidad o preparar tu negocio para crecer, Lumina te guía con claridad y profesionalismo.
Entendemos que cada cliente tiene necesidades únicas. Por eso ofrecemos apoyo flexible y accesible — virtual, en persona o en tu ubicación — para que siempre te sientas atendido y respaldado. Nuestra misión es simplificar los procesos, ayudarte a tomar decisiones informadas y brindarte el apoyo confiable que necesitas para prosperar financieramente.
En Lumina, nunca eres solo un número. Eres una persona con metas, responsabilidades y sueños — y es un honor ayudarte a avanzar con confianza.
Whether you’re getting ready for tax season or trying to bring order to your books, we’ll walk beside you every step of the way with honesty, clarity, and a touch of Lumina
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!