**Frequently Asked Questions**

General Questions

Do you only work with local clients?

No. We work with clients nationwide using secure technology, virtual meetings, and a streamlined digital experience—without sacrificing personal service.

What makes Lumenor different from a traditional CPA firm?

Lumenor is built around proactive advisory, not reactive compliance. We don’t just file returns—we help clients understand their numbers, plan ahead, and make better financial decisions year-round. Our role is to act as your financial quarterback, coordinating strategy instead of reacting after the fact.

Who is Lumenor best suited for?

We work best with growth minded business owners who value clarity, strategy, and long term partnership. Our ideal clients typically have growing revenue, real decision making complexity, and want more than just tax preparation.

Services & Subscriptions

Do you offer one-time or project-based services?

Yes. Premium Services are available for specific needs such as tax planning projects, entity restructuring, cost segregation coordination, or special advisory engagements.

What is a subscription-based advisory model?

Instead of paying for one-time work, clients partner with us on a monthly basis. This allows us to plan proactively, monitor progress, and support decisions throughout the year not just at tax time.

What’s the difference between Foundation and Strategic Subscriptions?

The Foundation Subscription focuses on clean books, compliance, and financial visibility. The Strategic Subscription adds advanced planning, tax optimization, forecasting, and higher-level advisory support for more complex businesses.

Tax Strategy & Planning

Will you work with my existing advisors?

Absolutely. We often collaborate with attorneys, wealth advisors, and bankers to ensure all strategies are aligned and working together.

Do you help reduce taxes legally?

All strategies we recommend are fully compliant and defensible. Our focus is proactive planning—structuring decisions in advance to legally minimize tax exposure while protecting long-term goa

How often do you review tax strategies?

We conduct quarterly tax planning reviews for advisory clients. This allows us to adjust strategy throughout the year, not after it’s too late.

Pricing & Transparency

Why does advisory cost more than a traditional CPA?

Because it delivers more value. Our clients typically save or earn significantly more through tax optimization, better decisions, and avoided mistakes than they invest in our services.

Do you publish pricing?

We believe in transparency. While final pricing depends on complexity, our subscription tiers are clearly structured and discussed upfront no surprise invoices.

Onboarding & Process

What does the onboarding process look like?

Onboarding is structured and guided. We gather information, align expectations, set up systems, and walk you through what the first 30 days will look like so nothing feels unclear or rushed.

How long does it take to get started?

Most clients are fully onboarded within 1-2 weeks, depending on the scope of services and responsiveness.

Security & Confidentiality

How is my financial information protected?

We use secure client portals, encrypted document storage, two factor authentication, and strict internal controls. Protecting client data is non negotiable.

Will my information ever be shared?

No. Client confidentiality is treated as sacred. Information is shared only with your explicit consent or when legally required.

Getting Started

What’s the next step?

Book a consultation through our calendar or contact us directly. We’ll guide you from there.

How do I know if Lumenor is right for me?

Start with a Financial Clarity Session. It’s a conversation not a sales pitch to determine fit, uncover opportunities, and decide next steps together.