Business Details
Expert Tax & Accounting Services in San Juan Capistrano
Luxenberg & Associates has been delivering comprehensive tax and accounting solutions to individuals and businesses for over three decades. Our mission centers on providing reliable, year-round financial guidance through meticulous tax planning and preparation. As a family-run practice, we prioritize building lasting client relationships by offering personalized support tailored to unique financial goals.Our team combines deep industry expertise with a commitment to accessibility, ensuring clients receive timely, practical solutions for complex financial challenges. We distinguish ourselves through transparent pricing models and a client-first philosophy that emphasizes value over rigid hourly billing structures.
Services
Individual Tax Services
Business Tax Services
Business Accounting Services
Financial Planning
Tax Preparation
Bookkeeping
Financial Consulting
Estate Planning
Tax Consulting
Retirement Planning
Highlights and features
- We offer over 30 years of tax and accounting expertise with personalized service.
- Our team provides year-round financial planning and tax minimization strategies.
- Transparent pricing with upfront quotes and exceptional value for services.
- Experienced CPAs and Enrolled Agents serving diverse individual and business needs.
- Flexible scheduling and rapid response times for urgent client inquiries.
What people say
Highly recommend
On time and on budget
Logical and practical solutions
Extremely knowledgeable
True pleasure to work with
Services
Individual Tax Services
Our team of Certified Public Accountants and Enrolled Agents specializes in personalized tax solutions for individuals. We handle complex filings for salaried employees, self-employed professionals, and investors while maximizing deductions and ensuring compliance. With tailored tax planning strategies, we help clients achieve financial goals through accurate, timely filings backed by decades of expertise.
Business Accounting Services
We provide comprehensive accounting solutions for small businesses, including bookkeeping, financial reporting, and process optimization. Our experienced team delivers actionable insights to improve cash flow, streamline operations, and enhance financial transparency. Clients benefit from strategic guidance tailored to their industry-specific needs and growth objectives.
Financial Planning
Our financial planning services focus on retirement readiness, estate planning, and long-term wealth management. We help clients navigate complex financial decisions with customized strategies that align with their life goals. By combining tax expertise with investment guidance, we create pathways to financial security and intergenerational wealth transfer.
Business Tax Services
We specialize in business tax compliance for corporations, partnerships, LLCs, trusts, and nonprofits. Our team stays current with evolving tax codes to ensure accurate filings while identifying opportunities for liability reduction. Clients receive proactive advisory services to navigate audits, credits, and deductions specific to their business structure.
Tax Consulting
Our tax consulting services address complex scenarios including real estate transactions, multi-business ownership, and investment portfolios. We provide strategic guidance to minimize liabilities while maintaining compliance. With deep expertise in both individual and corporate taxation, we help clients make informed decisions aligned with their financial objectives.
People
Jackie Luxenberg
CPA
With 15 years in corporate accounting, Jackie specializes in financial forecasting and small business consulting. She oversees bookkeeping operations and provides strategic financial guidance. Her corporate experience informs practical solutions for clients' everyday business challenges.
Dave Luxenberg
Enrolled Agent
Dave focuses on tax strategy with an educational approach to client relationships. Licensed as an Enrolled Agent, he helps individuals and businesses navigate changing tax laws. His client-first mentality combines tax expertise with accessible communication for clear financial understanding.
Sam Luxenberg
CPA
With 45+ years in practice, Sam offers comprehensive accounting expertise as a CPA, Certified Financial Planner, and real estate broker. He provides personalized client care through home visits and flexible scheduling. His entrepreneurial background informs practical solutions for business owners across industries.
Steve Luxenberg
Enrolled Agent
Steve combines tax expertise with firsthand small business experience. As both an Enrolled Agent and former business owner, he addresses operational challenges through tax-efficient strategies. His hands-on approach ensures clients receive actionable advice tailored to their unique financial situations.
Questions
What documents are needed to start my tax return?
We require the last two years' tax returns, current personal information, and financial documents like W-2s and 1099s. These can be submitted through our secure portal.
How do I send my tax information securely?
We provide a secure portal for file transfers, but also accept documents via email, mail, or in-person drop-off for client convenience.
Do I need in-person meetings for tax preparation?
Most clients use virtual or phone consultations. In-person appointments aren't offered during tax season to maintain efficient service delivery.
When is payment due for services?
Payment is required prior to filing tax returns. We accept check, Zelle, Venmo, ACH, and credit card payments.
How long does tax return preparation take?
Turnaround times vary: 3-5 business days in January-February and 7-10 days in March-April, depending on file complexity and submission timing.
Do you offer electronic tax filing?
Yes, we e-file all returns except those requiring paper submission by law, such as amended or foreign returns.
