Find a Business Accountant in Calabasas

In 2015, I founded Lumas & Associates, LLC, drawing on my extensive experience in corporate, real estate law, and construction. After years of providing full operations services, I have decided to focus on offering a boutique experience, specializing in accounting, bookkeeping, and tax preparation services. I adore Mom & Pops, Sole proprietors and Start-ups, and have a strong affinity for small businesses and mid-size firms, whether they are corporations or partnerships!

It's not what you make, it's what you get to keep! TM We offer an ideal mix of experience, innovation, problem solving, and relationship building to gain a deeper understanding of our clients’ stories. We are a full-service boutique accounting and business advisory firm.

We are a 2-female partner ran CPA firm with a combined 25+ years of experience. We are set up with remote access programs to ease the burden of accounting services for our clients.

My firm strives to play the role of the business owner's most trusted confidant. We establish strong relationships with the business owner built on a culture of respectfulness for the owner's envisioned goals. Our focus is on the present state of the business and our assessment of the potential impact that the present has on future cash flows. Accounting for past transactions is merely the roadmap that guides us toward achieving the owner's goals.

I'm a US Navy Veteran with a BS from University of La Verne and a MS in Taxation from Golden Gate University. In addition I am a Certified Public Accountant licensed in the state of California. I have worked at small and large accounting firms in the fields of taxation and accounting for over 18 years. My firm has significant experiences with LLCs, Partnerships, S Corporations, C Corporations, Individual and Sole Proprietorships tax preparation, as well as Financial Planning.

Specializing in income tax preparation and planning for individuals and small businesses.