Luna CPA is a full-service Certified Public Accounting firm based in Laredo, Texas. We specialize in tax strategy, accounting, and advisory services for high-income earners, entrepreneurs, and international clients. Our services include tax preparation and planning, business formation, bookkeeping, payroll, financial statement preparation, IRS compliance, and entity restructuring. We take a personalized approach to ensure our clients minimize taxes and maximize profitability.

A CPA (Certified Public Accountant) is a licensed professional who has completed extensive education, examinations, and state certification. CPAs can represent clients before the IRS, perform audits, and provide advanced tax planning — something unlicensed accountants cannot do. At Luna CPA, every client benefits from the expertise and ethical standards required of a CPA firm.

We primarily serve high-income individuals, business owners, and international clients. Whether you're running a logistics company, tech startup, or investment firm, we help you manage growth, reduce tax liabilities, and maintain compliance.

Luna CPA combines local Texas expertise with international tax knowledge. We specialize in complex tax structures for high-net-worth clients and foreign investors. Our CPA-led approach ensures every strategy is accurate, compliant, and aligned with your long-term goals.

For business owners and high-income professionals, quarterly check-ins are ideal. These meetings allow proactive tax adjustments, estimated payment planning, and financial forecasting — avoiding surprises at year-end.

Absolutely. We guide clients through entity formation, including LLC, S-Corp, and C-Corp setup, EIN registration, BOI reporting, and Texas Secretary of State filings. We also help implement accounting systems for accurate financial tracking from the beginning.

We work with LLCs, S-Corps, C-Corps, partnerships, and foreign-owned entities. We help determine the structure that best aligns with your tax strategy and liability goals.

Yes. We analyze your income, ownership structure, and future plans to recommend the most tax-efficient setup. We also handle the necessary IRS elections (Forms 2553 or 8832).

Yes. We prepare management-use-only and compiled financial statements often requested by banks, investors, or business partners. These reports are prepared to professional accounting standards, labeled "no assurance provided."

We provide monthly reconciliations, categorized financials, profit and loss reports, and cash flow tracking. Our bookkeeping ensures accurate records, financial transparency, and easy year-end tax preparation.

Yes. We handle payroll setup, filings, and TWC compliance to ensure your employees are paid correctly and all payroll taxes are filed on time.

We specialize in strategic tax planning for high-income professionals. Our approach identifies deductions, tax credits, and retirement opportunities while structuring income to minimize taxable exposure — all within IRS guidelines.

We manage document collection, prepare accurate returns, and e-file on your behalf. Our proactive guidance helps you make smart decisions before year-end to reduce next year's tax bill.

Yes. As licensed CPAs, we represent clients directly before the IRS and Texas Comptroller. We handle correspondence, audit responses, and negotiate resolutions while ensuring your rights are protected.

We prepare Texas Franchise Tax Reports, handle sales tax filings, and maintain good standing with the Texas Comptroller's Office. We also manage reinstatements for businesses that have fallen out of compliance.

We use encrypted cloud storage, secure portals, and multi-factor authentication. Our firm fully complies with IRS Publication 4557 and all data privacy regulations to safeguard client information.

Year-round accounting gives you real-time insights, early problem detection, and continuous tax optimization. Instead of rushing during tax season, we plan strategically throughout the year.

Yes. Luna CPA specializes in international tax compliance, including Form 5472, 5471, FBAR, and FATCA filings. We help foreign-owned U.S. entities and U.S. citizens abroad stay compliant while minimizing double taxation.

Absolutely. We assist foreign investors and U.S. expatriates with cross-border reporting, business formation, and tax optimization. Our team ensures compliance with IRS, FATCA, and treaty provisions.

Yes. We work with foreign investors applying for E-1 and E-2 visas, ensuring their business structure, financial documentation, and tax compliance align with USCIS and IRS standards.

We serve clients in transportation, logistics, construction, manufacturing, retail, technology, and law. Each industry requires unique tax considerations — and we tailor our services accordingly.

We help investors manage property-related deductions, depreciation schedules, and 1031 exchanges. Our team structures your real estate portfolio for maximum tax efficiency and compliance.

Yes. We assist SaaS, IT, and e-commerce companies with accounting setup, multi-state tax compliance, and growth-focused financial planning.

Yes. We assist nonprofits with 501(c)(3) formation, annual filings, and bookkeeping to maintain compliance while focusing on their mission.

Yes. We serve clients nationwide and internationally via secure online platforms. Meetings are conducted via Zoom or Google Meet, and clients can upload documents safely through our encrypted portal.