Services Designed to Simplify and Support Your Success

Whether you're a real estate investor, service-based entrepreneur, or self-employed professional, LuMer Accounting Group offers customized support to help you stay compliant, save on taxes, and scale with confidence.

Our services

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Bookkeeping Services

  • Monthly/Quarterly transaction categorization

  • Bank and credit card reconciliations

  • Monthly financial reports

  • QuickBooks/Zoho/Xero/FreshBooks setup and support

Tax Preparation & Filing

  • Federal & state tax returns

  • Rental income reporting

  • 1099s, Schedule Cs, S-Corp filings (if needed)

 

U.S. IRS Form 1120 tax return on a wooden desk with a black pen and a gray zipped case nearby.
Looking up at a tall radio tower from below, showing a lattice of metal beams and antennas against a clear sky.

Entity Formation & Structure Guidance

  • Entity selection guidance (LLC, S-Corp, etc.)

  • State registration and EIN setup

  • Support with compliance and documentation

 

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Outsourced Bookkeeping for CPA Firms

  • White-labeled or branded services

  • Monthly reconciliations

  • Dedicated account manager

 

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Strategic Tax Planning

  • Quarterly planning sessions

  • Income and deduction review

  • Support to maximize deductions legally

 

Scrabble tiles spelling out 'REAL ESTATE' on a wooden surface.

Real Estate Investor Bookkeeping

  • Rental income & expense tracking

  • Depreciation schedules

  • Multi-property bookkeeping

  • 1099 prep & reporting

 

Questions before getting started? Get in touch.