Book Your Appointment
Let Luminary Assist You With
Your Tax Return
Please read the important tax-season scheduling notes below before booking.
Thank you for your interest in meeting with our Luminaries!
While our appointment calendar for the 2025 tax season is now nearly full, we are still accepting a limited number of new clients.
If you’d like to work with our team this season, you can:
Email admin@luminarytaxadvisors.com
Call or text 352-787-9451
We’re also maintaining a wait list for Zoom appointments in the event that additional meeting times become available.
Sending Your Documents
If your tax documents reach our office by March 20, your return will likely be completed by the April filing deadline.
Clients who do not have a Zoom appointment will still receive the same careful attention. Once your return is prepared, you will either:
Receive a detailed email or Loom video walking through your return, or be contacted by a member of our team to review your return and address any questions we may need to ask—or that you may have.
For more information about our fees, please visit Pricing.
Clients who do not have a Zoom appointment will still receive the same careful attention. Once your return is prepared, you will either:
Receive a detailed email or Loom video walking through your return, or be contacted by a member of our team to review your return and address any questions we may need to ask—or that you may have.
For more information about our fees, please visit Pricing.
Timing & Scheduling During Tax Season
We will continue accepting tax documents through early April and will work hard to complete returns before the filing deadline whenever possible. That said, returns received after March 20 will likely need to be filed on extension.
During tax season, all appointment times are reserved for preparing tax returns, so we do not offer consults or introductory calls. We’re happy to schedule those conversations after April 18, 2026.
During tax season, all appointment times are reserved for preparing tax returns, so we do not offer consults or introductory calls. We’re happy to schedule those conversations after April 18, 2026.
About Tax Extensions
Extensions are very common and are not harmful when handled properly. An extension simply provides additional time to file your return—it does not extend the time to pay any taxes due.
If taxes owed are not paid by April 15, the IRS assesses a 0.5% late-payment penalty per month on the unpaid balance, plus interest (currently about 7% APR). When necessary, we help clients estimate and submit an appropriate payment with their extension to minimize or avoid penalties.
We appreciate the opportunity to assist you this tax season and look forward to working with you.
If taxes owed are not paid by April 15, the IRS assesses a 0.5% late-payment penalty per month on the unpaid balance, plus interest (currently about 7% APR). When necessary, we help clients estimate and submit an appropriate payment with their extension to minimize or avoid penalties.
We appreciate the opportunity to assist you this tax season and look forward to working with you.
Contact Us
For all other inquiries, please fill out the contact information form, or contact us at admin@luminarytaxadvisors.com or (352) 787-9451
Inquiries will generally be answered within 24 hours, but please allow up to 48 business hours for a response.
Please do not include confidential or sensitive information in your message.
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