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advising
A solid tax plan can help you keep more of your own money in your pocket.
tax
Let us take the guesswork out of your taxes so you can file with confidence.
business
As a small business ourselves, we love helping business owners thrive.
Crisis advising
Don’t brave the unknown alone. When disaster strikes, we can help.

“Tax advice is never just ‘tax’ advice–it’s life advice.”

– Adam Markowitz

Impact

Numbers aren’t what get us out of bed every day. It’s the humans, the people we live and work alongside, who give meaning to the numbers. We believe it’s our responsibility to make those numbers count.

It adds up

How do you measure three decades of business? We’re proud to measure ours in dollars saved, lives improved, and businesses prospering. Thank you to everyone who has trusted us to light the way since 1993.

#TaxTwitter

Latest Posts

I spent $88 on a pair of sweatpants a couple weeks ago, loved them, and I bought three more. I'm officially a sweatpant snob.

Because dammit, I deserve nice work clothes.

Creating/adding to a Section 125 plan to let EEs deduct Trump Account contributions feels like a really good deal. Anybody seeing any downside to offering this that I'm missing? #TaxTwitter

Exciting things going on with Team Luminary! We've restructured responsibilities a little, and today marks the first day for our new Client Coordinator, Amy!

Hard to believe there are 5 of us now when, 5 years ago, it was just me and my old man. #TaxTwitter

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