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GENERAL QUESTIONS
How does working with Lumera actually work from start to finish?
How does working with Lumera actually work from start to finish?
You begin by contacting us through WhatsApp to briefly discuss your situation and the service you need. If we move forward, you will receive a service agreement outlining the scope of work and pricing.
Once the agreement is signed and the required deposit is paid, your file is created and you receive secure instructions for submitting documents.
We do not begin preparing documents or reviewing materials before engagement is finalized.
Why does Lumera operate virtually instead of having an office?
Why does Lumera operate virtually instead of having an office?
Many of our clients work full-time, care for family members, or have schedules that make weekday office visits difficult. Operating virtually allows us to provide structured, professional support without requiring you to rearrange your responsibilities.
Virtual does not mean informal. It allows for secure document handling, flexible scheduling, and efficient communication.
How is my personal information protected?
How is my personal information protected?
Sensitive documents are submitted through secure channels after engagement. We do not accept Social Security numbers, identification documents, or immigration records through unsecured messaging platforms.
Tax-related documents are handled through secure software systems designed for professional use. Access to client information is limited and structured.
When does work officially begin?
When does work officially begin?
Work begins only after:
• A signed service agreement
• The required deposit
Before that point, discussions are informational only.
Are government filing fees included in your pricing?
Are government filing fees included in your pricing?
No. Government filing fees (IRS, USCIS, state agencies) are separate from our service fees unless clearly stated otherwise.
Do you guarantee approvals, refunds, or specific results?
Do you guarantee approvals, refunds, or specific results?
No. Government agencies determine approvals and refund amounts. Our role is to prepare documents accurately based on the information you provide.
TAX & ITIN FAQ
Why isn’t there one flat price for a tax return?
Why isn’t there one flat price for a tax return?
Tax returns vary depending on income types, schedules, and additional forms required. A base federal return is $180, and additional schedules are added only if needed. This structure ensures clients pay for what applies to their situation rather than a bundled estimate
What documents should I have ready before contacting you?
What documents should I have ready before contacting you?
You do not need to gather everything before reaching out.
After consultation and engagement, you will receive a secure portal invitation with a structured checklist tailored to your filing situation. The portal allows you to upload documents directly and securely.
This ensures nothing is missing and prevents unnecessary document sharing through unsecured channels.
Can you help if I have not filed in previous years?
Can you help if I have not filed in previous years?
Yes. Prior-year returns are prepared separately and priced per year. Addressing unfiled years sooner rather than later can help reduce penalties and complications.
Do you review my return before filing?
Do you review my return before filing?
Yes. A draft is provided for review before submission. You are responsible for confirming that all information is accurate prior to filing.
Is ITIN preparation included with tax services?
Is ITIN preparation included with tax services?
No. ITIN preparation (Form W-7) is a separate service because it involves additional documentation and submission procedures.
ADMINISTRATIVE & BUSINESS FAQ
What does the $400 business setup package include?
What does the $400 business setup package include?
The package includes structured assistance with LLC formation, obtaining an EIN, and guidance through initial setup steps such as domain considerations and registration requirements. It is designed for clients who want coordinated support rather than handling each component separately.
If LLC formation is $100, why would I choose the $400 package?
If LLC formation is $100, why would I choose the $400 package?
The standalone LLC service covers formation assistance only. The complete package includes additional structured setup support and guidance through related registration steps. The package is intended for new business owners who prefer a guided process rather than piecing services together individually.
Are state filing fees included?
Are state filing fees included?
No. State filing fees vary and are separate from service fees.
Do you provide legal business advice?
Do you provide legal business advice?
No. We assist with document preparation and administrative processes only.
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