Tax Planning, Accounting, and Advisory Services

The Lumen Team

Key Solutions for All Your Tax Needs

From strategic tax preparation to proactive planning, we help individuals, businesses, and nonprofits manage taxes with clarity and confidence instead of simply reacting at filing time.

Strategic Insight

Practical insight that turns financial information into better decisions.

Clarity First

Technical analysis delivered in plain English to support clarity, confidence, and informed decisions.

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Our Values

BRING LIGHT

Lumen means light, and we apply that principle to our work by bringing clarity to complex financial situations. Through careful analysis and direct communication, we replace uncertainty with understanding and reinforce every system we support.

BETTER TOGETHER

At The Lumen Team, teamwork is not a slogan. It is how we work, collaborating closely with clients and across disciplines to build solutions that are stronger than any individual contribution.

BUILT TO LAST

We focus on solutions that strengthen financial foundations over time, emphasizing durability, continuity, and long-term confidence rather than quick fixes.

Meet Our Leadership

Matt LaFleur, CPA

Managing Director

Services

Tax Planning and Preparation

Strategic, accurate tax preparation paired with proactive planning to reduce surprises and support better decisions year-round.

Advisory and Fractional CFO Support

Ongoing financial guidance for businesses and organizations that need an experienced perspective without a full-time internal hire.

Accounting and Financial Reporting

Reliable, well-structured accounting and reporting that provides clear visibility into your financial position and performance.

Ongoing Tax Strategy and Compliance

Year-round tax guidance, estimated tax planning, and compliance support designed to keep you aligned, informed, and prepared ahead of key deadlines.

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