Luminary Tax Advisors
- Company typePrivate
- Founded1993
- HeadquartersWindermere, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Luminary Tax Advisors firmographics
Firmographics- Name
- Luminary Tax Advisors
- Legal name
- Luminary Tax Advisors
- Website
- https://luminarytaxadvisors.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Luminary Tax Advisors industry classification
Industry- Product category
- Tax Advisory and Preparation Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
Keywords
Where Luminary Tax Advisors is headquartered
LocationHeadquarters
- HQ city
- Windermere
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Luminary Tax Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Individual Tax Preparation Services: Three-tier pricing model (Level 1, 2, 3) providing tax return preparation, examination of prior returns, tax planning sessions, and IRS notice response for individual taxpayers. Revenue generated through one-time fees per service tier.
- Business Tax Services: Business tax preparation and ongoing advisory services for S-corporations, C-corporations, and partnerships. Three service levels from annual prep to monthly bookkeeping and strategic advising. Business clients automatically receive Level 3 personal tax services.
- Student Loan Services: Specialized consulting for student loan repayment planning integrated with tax filing. Includes filing strategies, income-driven repayment plan optimization, and recertification date management. Quoted individually based on complexity.
- Tax Advising: Year-round tax planning and advisory services. Separate package plans add advising to existing tax return services. Included at no additional cost for ongoing corporate clients.
- Crisis Advising: Complimentary assistance helping individuals and businesses navigate government relief programs during disasters. COVID relief initiative brought $8.5 million in relief funds to clients. No charge for these services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Annual | Level 1 - Basic Tax Preparation: $400-525 (median $500-525) |
| Unit Pricing | Annual | Level 2 - Intermediate: $700-825 (median $800-825) |
| Unit Pricing | Annual | Level 3 - Advanced: Starting $1,250, custom quotes |
| Unit Pricing | Annual | Business Level 1: Starting $1,250, average $1,250-$1,750 |
| Subscription | Quarterly | Business Level 2: Starting $1,200 + $200/quarter, custom quotes |
| Subscription | Monthly | Business Level 3: Starting $400/month, custom quotes |
| One time/ perpetual license | Pay-as-you-go | Student Loans - Single Taxpayer: $1,000 |
| One time/ perpetual license | Pay-as-you-go | Student Loans - Married Taxpayer: $1,500 |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Luminary Tax Advisors product offering
Product offeringCore offering
Luminary Tax Advisors provides year-round tax planning, preparation, and advisory services for individuals and small businesses. Offerings span personal income tax filing, business tax services, specialized student loan repayment planning integrated with tax strategy, and crisis/disaster relief advising for clients affected by IRS actions or natural disasters.
Product overview
Luminary Tax Advisors operates as a unified service offering with multiple service tiers rather than a traditional software platform. The core offering combines year-round tax advising with tax preparation services for both individuals and businesses. Individual tax services are structured in three levels (Level 1-3) progressing from basic tax return preparation to advanced ongoing planning. Business services similarly tier from annual tax return prep (Level 1) through payroll services (Level 2) to comprehensive monthly bookkeeping and strategic planning (Level 3). The company also offers specialized Crisis Advising (disaster relief) and Student Loan Services as distinct practice areas. All services are delivered primarily via Zoom consultations, with client communications managed through a third-party form platform (Cognito Forms).
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- $8.5 million in COVID relief funds brought into the community at zero charge to clients
Companies that use Luminary Tax Advisors
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Luminary Tax Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Luminary Tax Advisors partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered minor.
- PALS of UCFminorProgram partner for the Neurodivergent Hiring Program. Local organization that celebrates and supports neurodivergent individuals and their families.
- Florida Institute of Community Inclusion (FICI)minorProgram partner for the Neurodivergent Hiring Program. Local organization supporting neurodivergent individuals.
- Jack & Ali Superhero 5KminorProgram partner supporting neurodivergent individuals and their families through community events.
- Special Hearts FarmminorCentral Florida nonprofit providing vocational training and meaningful work opportunities for individuals with special needs. Also listed as community partner for the Neurodivergent Hiring Program.
- Silver Regiment (Lake Howell High School Marching Band)minorCommunity partner - Lake Howell High School's marching band program instilling local teens with commitment and community.
- Lift Disability NetworkminorCommunity partner helping people with disabilities and their families get the resources they need to thrive.
- Lake Sumter State CollegeminorEducational partner supporting opportunity for the upcoming generation of experts, teachers, and leaders.
- Beacon CollegeminorEducational partner supporting education and opportunity for the upcoming generation.
- West Orange Chamber of CommerceminorCommunity partner promoting a positive and productive business ecosystem in the West Orange Community.
- Hi-Lite AcademyminorExtracurricular program for high school students covering vital subjects and life skills that schools often overlook.
Scale indicators4 records
Recent moves5 records
Expansion highlights6 records
Luminary Tax Advisors competitors and assessment
Company assessmentEmerging players
- Bench (by Employer.com): Online bookkeeping and tax preparation service for small businesses combining software with dedicated bookkeepers. Comparable as an emerging player in the same SMB bookkeeping-plus-tax niche as Luminary's Business Level 2-3 tiers.
- Pilot.com: Tech-enabled bookkeeping, tax, and CFO services focused on startups and small businesses. Comparable as a competitor for Luminary's Business Level 2-3 subscription offering (monthly bookkeeping, payroll, strategic advising), with a more technology-forward delivery model.
Broad incumbents
- Liberty Tax: US and international tax preparation franchise. Comparable as a broad incumbent offering individual tax preparation and advisory services at price points overlapping with Luminary's lower tiers.
- Intuit TurboTax Live: Intuit's DIY tax platform with a paid human-assisted 'Live' advisory add-on connecting users to CPA/EA professionals. Comparable as a substitute for Luminary's individual filing tiers, particularly for clients seeking lower-cost, on-demand advice.
- H&R Block: Largest US retail tax preparation chain with both DIY software and assisted in-person/online filing. Comparable as a direct competitor for individual and small-business tax preparation across all three of Luminary's pricing tiers, though it operates a vastly larger, distributed retail and digital model.
- CBIZ: National business advisory including tax, accounting, and bookkeeping for SMBs and mid-market companies. Comparable as a broader incumbent offering overlapping small-business tax preparation, bookkeeping, and advisory services.
- Jackson Hewitt: National tax preparation franchise focused on individual filers, particularly in lower- and middle-income segments. Comparable as a competitor for Luminary's Level 1-2 individual tax offerings, with similar seasonal demand dynamics.
- KPMG Personal Tax Services: Big-Four personal/family tax compliance and advisory practice serving high-net-worth individuals. Comparable as a higher-end competitor for Luminary's Level 3 individual advisory offering, though targeting a materially wealthier client base.
Others
- Drake Software: Professional tax preparation software used by thousands of US tax practitioners. Comparable as an enabling/infrastructure peer — Luminary's practitioners likely use professional tax software like Drake (or comparable) to deliver filing services, illustrating the firm's reliance on third-party tax-prep tooling.
Direct peers
- Community Tax / Anthem Tax Services: Mid-sized US tax resolution and preparation firm specializing in IRS notice response and back-tax filings. Comparable as a similarly sized professional tax services firm focused on individuals with complex IRS situations — a segment Luminary serves through its IRS notice response and prior-return examination features.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Luminary Tax Advisors social profiles
Digital presenceLuminary Tax Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Luminary Tax Advisors leadership team
Management profileNumber of profiles
Profiles5 records
Luminary Tax Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Luminary Tax Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Luminary Tax Advisors
What does Luminary Tax Advisors do?
Luminary Tax Advisors provides year-round tax planning, preparation, and advisory services for individuals and small businesses. Offerings span personal income tax filing, business tax services, specialized student loan repayment planning integrated with tax strategy, and crisis/disaster relief advising for clients affected by IRS actions or natural disasters.
Is Luminary Tax Advisors a public or private company?
Luminary Tax Advisors is a private company. It is classified as family owned and is currently operating.
When was Luminary Tax Advisors founded?
Luminary Tax Advisors was founded in 1993. It employs 1 to 10 people.
Where is Luminary Tax Advisors based?
Luminary Tax Advisors is headquartered in Windermere, United States, in the North America region.
How does Luminary Tax Advisors make money?
Five revenue lines are on record. Individual Tax Preparation Services are the primary driver. The others are business Tax Services, student Loan Services, tax Advising and crisis Advising.
Who are Luminary Tax Advisors's main competitors?
Emerging players on record are Bench (by Employer.com) and Pilot.com. Broad incumbents are Liberty Tax, Intuit TurboTax Live, H&R Block, CBIZ, Jackson Hewitt and KPMG Personal Tax Services. Drake Software is listed as an others. Community Tax / Anthem Tax Services is listed as a direct peer.
Does Luminary Tax Advisors have an API?
No public API is recorded for Luminary Tax Advisors.
What industry is Luminary Tax Advisors in?
Luminary Tax Advisors's product category is Tax Advisory and Preparation Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance. Its NAICS code is 5412 and its SIC code is 8700.