Business Details
Expert Accounting & Tax Services in San Juan Capistrano
Luxenberg & Associates has been delivering comprehensive accounting, tax, and financial planning services for over 30 years. Our mission centers on providing reliable, client-focused solutions tailored to individuals and businesses seeking to minimize tax burdens and achieve long-term financial prosperity. With a family-oriented practice, we emphasize year-round tax planning and financial preparation, ensuring clients receive proactive guidance for critical financial decisions. Our team of Certified Public Accountants and Enrolled Agents combines deep industry expertise with personalized service, addressing complex tax scenarios and business needs. We prioritize accessibility, fairness, and transparency, offering flexible scheduling and upfront pricing to deliver exceptional value.Our commitment to excellence is reflected in our track record of timely, accurate service and a client-first approach that fosters trust and long-term partnerships. We serve as strategic advisors, leveraging decades of experience in corporate accounting, tax law, and small business operations to support informed decision-making. Our dedication to continuous learning ensures clients benefit from up-to-date compliance strategies amid evolving tax regulations. Testimonials highlight our responsiveness, integrity, and ability to resolve accounting issues efficiently, positioning us as a trusted resource for financial success. Through personalized consultations and a focus on practical solutions, we empower clients to navigate financial challenges with confidence.
Services
Individual Tax Services
Business Tax Services
Business Accounting Services
Financial Planning
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team includes Certified Public Accountants and Enrolled Agents.
- We provide personalized financial planning and tax minimization strategies.
- Our client-first approach ensures timely, transparent, and accessible service.
- We combine corporate expertise with small business operational insights.
What people say
Extremely creative
Highest integrity
Timely solutions
Practical advice
Highly recommend
Services
Individual Tax Services
Our Individual Tax Services cater to salaried employees, self-employed professionals, and investors. We handle tax planning, preparation, and filing to maximize deductions and minimize liabilities. Our team ensures compliance with evolving tax regulations while providing personalized strategies to meet your financial goals.
Business Tax Services
Business Tax Services include preparation for corporations, partnerships, LLCs, trusts, and nonprofits. We navigate complex tax laws to ensure compliance and reduce liabilities. Our proactive approach helps businesses avoid penalties and maintain financial stability amid regulatory changes.
Business Accounting Services
We offer bookkeeping, financial reporting, and process optimization for businesses. Our services enhance transparency and support data-driven decision-making. From transaction recording to statement analysis, we streamline workflows to improve your organization's financial health.
Financial Planning
Financial Planning focuses on retirement readiness and estate planning. We provide guidance to achieve long-term financial security, addressing investment strategies and tax-efficient wealth transfer. Our expertise helps clients build sustainable financial futures aligned with their personal goals.
People
Jackie Luxenberg
CPA
Jackie brings 15 years of corporate accounting experience, specializing in financial forecasting and small business consulting. She oversees bookkeeping and financial operations while balancing family life in Rancho Mission Viejo.
Dave Luxenberg
EA
Dave specializes in tax compliance and client education, helping navigate complex tax laws. He resides in San Clemente, balancing family life with a passion for sports and kinesiology.
Sam Luxenberg
CPA
With 50 years of experience, Sam provides personalized accounting and financial planning services. A certified valuation analyst and real estate broker, he enjoys golf and spending time with his family.
Steve Luxenberg
EA
Steve combines tax expertise with small business ownership experience. He focuses on practical financial solutions and enjoys photography, filmmaking, and outdoor activities with his family.
Questions
What documents are needed to start preparing my tax return?
We require copies of the last two years' federal and state tax returns, personal information (DOB, address, bank details), and contact information.
How can I securely share my tax information?
Use our secure portal for file transfers, or send documents via email, physical mail, or in-person drop-off.
Do I need to include 1099 and W-2 forms?
Yes, include all 1099 and W-2 forms along with property tax statements for accurate tax preparation.
Are in-person meetings required for tax preparation?
Most clients use virtual or phone consultations, but in-person meetings can be arranged outside tax season.
What payment methods do you accept?
We accept check, Zelle, Venmo, ACH, and credit card payments, due prior to filing tax returns.
How long does tax return filing take?
Turnaround time varies: 3-5 business days in January-February and 7-10 days in March-April, depending on complexity.
