Lumas & Associates, LLC
Online
(3)
Online
(3)
A boutique experience offering tax preparation, accounting and bookkeeping services for private and small business concerns. Founded on decades of experience with your best interest!
Listed on IRS's Website for Tax Professionals and credentialed CTEC Registered Tax Professional.
Remote and Mobile Services (20 mile radius).
3 customer reviews
Aracely & Adolfo Hernandez
It was hard to find people that we could trust, but then we met Sheryl.
She's very supportive and professional, offering very wise advice and always goes the extra mile, as a result she delivers a wonderful Job.
Norma
I've been a client of Lumas & Assoc. for 20yrs. This firm has efficiently & expeditiously handled all of my property mgmnt & acctg needs. This is the only source that I would ever depend upon! I've never undergone an audit, dispute or even questions (a tremendous PLUS these days!). When I relocated to Chicago, Sheryl Lumas assured me I wouldn't have to look elsewhere for another firm. She was knowledgeable of any State's reporting requirements that might differ. Her firm continued to manage my property as well; helping me to enjoy a seamless relocation & "business-as-usual" superb client service from Lumas & Assoc. More...
M. Wright
Unparalleled service from start to finish- a must have in today’s times!
What kind of accounting services do you provide?
We offer financial accounting, general bookkeeping services only. Our choice of software is QBO, QB Desktop as well as FreshBooks and Excel.
Why is it so important for businesses to hire a great accountant?
It's vitally important for your business to hire a great accountant to ensure you maintain IRS compliance as well not to miss any credits that may be due to you!
What do you love most about your job?
I love being able to put my clients at ease from their tax and accounting concerns. AND It's a joy to discover who we will meet today to provide service!
Will it be you?
What inspired you to start your own business?
Imagine a beginning from real estate - corporate law, enlightened by USC Business Management, eclipsing into co-founder of a small construction firm. I marveled at the growth of business operations and was inspired to be a conduit for others in this capacity. I've been able to help my clients tell their story of growth through the accounting language - be it financial statements or tax preparation.
Why should our clients choose you?
We eliminate the frustration because we love what we do!
Can you provide your services online or remotely? If so, please add details.
Yes, our services are provided online and/or remotely.
What changes have you made to keep your customers safe from Covid-19?
Prior to and after Covid-19, we offer online and/or remote services. This will definitely ensure a safe exchange, but we can also accommodate in person meeting for those close by!
Tax Preparation
Individual and Business tax preparation
Accounting & Bookkeeping
Accounting for small business concerns as well as bookkeeping for individuals.
