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WE ARE FLEXIBLE. WE ARE ACCESSIBLE. WE ARE FAIR.

At Luxenberg and Associates, we believe that our mission is more than just preparing tax returns. For over 30 years, we have been dedicated to providing reliable and comprehensive accounting and tax services to individuals and businesses like yours. Our team is committed to exceeding your expectations by providing personalized attention, flexible solutions, and exceptional value.

Philosophy Behind Our Firm

At Luxenberg and Associates, we understand the importance of trust and reliability in a professional relationship. We pride ourselves on being approachable, responsive, and transparent in all our interactions with our clients. Our philosophy is built around providing guidance and support every step of the way, from financial planning and preparation to tax strategies and ongoing consultation. With our expertise, you can focus on what matters most - your business, your family, and your future.

Our Services

We offer a wide range of accounting and tax services tailored to meet the unique needs of our clients. Our services include:

Individual Tax Services

Income tax preparation

Business and investment planning

Retirement planning

Estate planning

Business Tax Services

Financial statement preparation

Audit and tax controversy support

Tax planning and strategies

Compilations and reviews

Business Accounting Services

Bookkeeping and financial statement preparation

Financial consulting and planning

Budgeting and forecasting

Payroll and tax compliance

Financial Planning

Investment and retirement planning

Estate planning and succession planning

Insurance planning

Retirement and pension planning

Meet Our Team

We are proud to have a team of highly experienced and qualified professionals who are dedicated to providing exceptional service to our clients. Our team includes:

  • Jackie Luxenberg, CPA, with nearly 15 years of corporate experience and a wealth of knowledge in financial forecasting and planning.
  • Dave Luxenberg, EA, with a "client-first" approach and a deep understanding of tax laws and regulations.
  • Sam Luxenberg, CPA, with over 50 years of accounting experience and a strong focus on personalized service.
  • Steve Luxenberg, EA, with a background in entrepreneurship and a commitment to hands-on approach to solving financial and tax-related problems.

Why Choose Us?

We believe that choosing the right accounting and tax professional is crucial to your financial well-being. At Luxenberg and Associates, we pride ourselves on being flexible, accessible, and fair. We offer competitive rates, personalized service, and a commitment to exceeding your expectations.

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