We provide a wide range of accounting services including personal and business tax preparation, bookkeeping, payroll processing, tax planning, financial consulting, and audits. We also assist with retirement planning and provide advisory services tailored to individual or business needs.

If you are self-employed, own a business, or have complex tax situations such as multiple income sources, investments, or significant deductions, working with a CPA can help ensure you comply with tax laws and optimize your financial situation. Additionally, a CPA can provide valuable guidance on business strategies, tax planning, and financial health.

You can schedule a consultation by calling our office at (956) 706-7649, sending us an email at info@lunacpa.com, or filling out the contact form on our website. We offer both in-person and virtual consultations for your convenience.

For tax preparation, please bring any W-2s, 1099 forms, receipts for deductions, records of any other income (such as business income or rental properties), and any relevant financial documents. If you're unsure, contact us ahead of time, and we’ll provide you with a full list of documents needed.

Our fees vary depending on the services required and the complexity of your financial situation. We offer transparent pricing and provide estimates before beginning any work. Contact us to schedule a consultation, and we will discuss your needs and provide a tailored quote.

A CPA (Certified Public Accountant) is a licensed accounting professional who has passed the CPA exam, met state-specific educational and experience requirements, and is authorized to provide services like auditing, tax preparation, and other complex financial consulting. While all CPAs are accountants, not all accountants are CPAs.

Our CPAs can assist with tax planning strategies that may reduce your tax liability, such as taking advantage of credits and deductions, retirement planning, and structuring your income and investments in a tax-efficient way. We recommend starting tax planning as early as possible to make the most of available strategies.

Yes, we can assist with any IRS notices or audits. Our CPAs are experienced in handling IRS correspondence, helping to resolve discrepancies, and representing you in case of audits.

We take the security and confidentiality of your personal and financial information very seriously. We use encryption and secure servers to protect data and adhere to strict privacy policies. Only authorized staff members have access to your sensitive information.

The deadline for filing individual tax returns is typically April 15th of each year. However, deadlines may vary depending on your specific situation or if you need to request an extension. Business tax deadlines may also differ based on your business structure and fiscal year. Contact us for detailed information tailored to your needs.

If you miss the filing deadline, it’s important to file as soon as possible to minimize any penalties and interest. Our team can help file an extension if necessary and guide you through the process of getting your return filed promptly.

Yes, we specialize in working with small businesses and entrepreneurs. We provide tax preparation, payroll services, bookkeeping, and financial advice tailored to your business needs. We understand the challenges of small business owners and offer solutions that help optimize your financial situation.