60 分鐘

Our Bookkeeping and Accounting Support Service helps businesses maintain accurate financial records and stay compliant. We manage day-to-day bookkeeping, reconcile accounts, prepare financial statements, and ensure timely reporting. With expert overs

60 分鐘

Our Specialized Services cater to unique and complex financial needs beyond standard tax and bookkeeping. From estate and trust tax filings to nonprofit compliance and international tax solutions, we provide expert guidance for situations requiring a

60 分鐘

Year-Round Tax PlanningStrategies to minimize tax liability and optimize deductions.Entity Selection & StructuringAdvising on business formation (LLC, S-Corp, C-Corp) for tax efficiency.Retirement & Investment Tax StrategiesGuidance on tax im

60 分鐘

Audit SupportRepresenting clients during IRS audits.Tax Problem ResolutionHandling back taxes, non-filed returns, liens, levies, and wage garnishments.Offer in Compromise & Payment PlansNegotiating settlements and installment agreements with the

60 分鐘

Tax Consulting for StartupsAdvising new businesses on tax obligations and strategies.Succession & Exit PlanningTax strategies for selling or transferring business ownership.Financial Planning IntegrationCoordinating tax planning with overall weal

60 分鐘

Our Itemized Tax Return service using Form 1040 Schedule A helps you maximize deductions for expenses such as medical costs, mortgage interest, charitable contributions, and state taxes. We ensure accurate reporting and compliance while identifying e

60 分鐘

Our Corporate Tax Return service ensures accurate and compliant filing for C-Corporations and S-Corporations. We handle complex tax requirements, including income reporting, deductions, credits, and multi-state filings, while optimizing strategies to

60 分鐘

Standard Deductions, Up to 2-W2s or SSI, Forms 4868 (EIC) & 2441 (Child Care Expenses) & 1099-G (Unemployment/Taxable State Refund), Electronic Filing, 1-State Tax Return.

30 分鐘

A strategy call is an initial conversation designed to understand the client’s needs, goals, and challenges. During this call, we’ll:Learn about your business objectives and pain pointsExplore potential solutions tailored to your requirementsAnswer a

60 分鐘

A life insurance review is a personalized assessment of your current policy to ensure it still meets your financial goals and family needs. During the review, we’ll:Confirm coverage amounts and beneficiariesEvaluate if your policy aligns with life ch

60 分鐘

A financial planning review is a comprehensive session to gather key details about your current financial situation. This fact-finding assessment helps us:Understand your income, expenses, assets, and liabilitiesIdentify your short- and long-term fin

60 分鐘

Our Shipping Concierge Desk provides personalized assistance for all your shipping needs. From coordinating pickups and tracking deliveries to managing special requests and resolving issues, we ensure a seamless, stress-free experience. Whether it’s

60 分鐘

A comprehensive program designed to welcome and educate new employees and associates. 

60 分鐘

Through guided conversations, personalized strategies, and evidence-based techniques, you’ll learn how to harness your strengths, reframe challenges, and develop a mindset that empowers growth.Whether you’re seeking greater confidence, improved well-

60 分鐘

Most financial plans focus on numbers. We focus on how your brain makes decisions—because clarity, confidence, and emotional safety lead to better outcomes. We begin with what matters most to you—not just retirement dates or policy types, but your em

60 分鐘

Through interactive mini lessons, practical coaching techniques, and real-world applications, you'll learn how to motivate, empower, and create lasting change for your clients. Whether you're starting fresh or refining your expertise, this course pro

60 分鐘

A brief introductory session designed to understand your tax situation, gather essential details, and determine the best approach for preparing your return. During this meeting, we’ll review your filing needs, answer initial questions, and outline th

30 分鐘

A free introductory session designed to learn about your needs, answer initial questions, and determine how our services can best support your goals. During this meeting, we’ll discuss your situation, outline potential next steps, and ensure you have

60 分鐘

A personalized onboarding experience designed to welcome new clients and set the foundation for success. This session includes a guided introduction to our services, key processes, and support tools—ensuring you feel confident, informed, and empowere

60 分鐘

An immersive training experience designed to empower new consultants with the knowledge, tools, and confidence to represent J-Luna Beauty. This program covers product education, brand storytelling, customer engagement strategies, and sales techniques