Think beyond the return.
Federal tax planning informed by hands-on public accounting experience focused specifically on tax.
Let’s talkGood planning considers the whole picture.
Menachem’s public accounting work is focused specifically on tax. That experience brings a practical perspective to federal tax planning for individuals and business owners across the United States, including the timing and tax implications that can accompany broader financial decisions. State-specific matters are evaluated separately based on the facts and applicable rules.
Thoughtful detail.
Practical choices.
Federal tax planning for individuals and business owners
Tax timing, entity and planning considerations
Tax considerations surrounding insurance and financial decisions
Coordination with your existing CPA, preparer or other adviser when appropriate
Clarity matters.
Do you prepare tax returns through Lumora?
Tax return preparation is not currently advertised as a Lumora service. Reach out to discuss your needs and whether an appropriate referral or separately scoped engagement is available.
Is Lumora a CPA firm?
No. Lumora is not represented as a CPA firm, and its founder is not presented as a CPA.