John Luna & Associates

Our Small Business Services

Compliance

Taxes: Personal, Business, and Corporate
Knowledgeable Local Sales Tax, VAT
Legally Required Corporate Documentation
Estate and Trust Tax Preparation
Profit and Lost Statements

Advisory

Reporting: Help directors make informed decisions
Capital Fundraising: Advice on seeking equity to help grow your business
Estate Planning: Facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Small Business Consultation: We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.