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Financial Clarity

Credit Confidence

Business Growth

Concierge tax preparation, credit recovery, and bookkeeping for individuals and entrepreneurs serious about their next chapter.

Expert Support for Your Financial Resilience

Whether you're navigating complex tax laws or looking to rebuild your credit profile, Luna provides the clarity and execution needed for lasting success.

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Personal Tax Preparation
Business Tax Preparation
Personal Credit

Specialized tax preparation for individuals, ensuring accuracy and identifying opportunities to maximize your returns while maintaining full compliance.

Meticulous business tax filing and planning for entrepreneurs, maximizing deductions and ensuring total compliance with IRS regulations.

A strategic approach to identifying inaccuracies and disputing items on your personal credit report to restore your profile and scoring.

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Business Credit

Establish and grow your business credit profile independently of personal finances to secure better funding terms and growth capital.

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Bookkeeping

Accurate and timely recording of financial transactions, providing the clarity entrepreneurs need to make informed business decisions.

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Audit Assistance

Expert representation and support during IRS or state audits, providing the confidence and documentation needed to navigate the review process.

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Our Strategic Approach

We follow a meticulous, innovative method to ensure your financial integrity and credit health are restored with precision.

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Deep Analysis
Custom Strategy
Execution
Clarity & Care

We begin with a comprehensive audit of your tax history and credit profile to identify every opportunity for recovery.

Our experts craft a bespoke roadmap tailored to your specific entrepreneurship or individual financial goals.

We handle the heavy lifting—from concierge tax preparation to direct disputes with credit bureaus.

Ongoing support ensures you maintain your newfound financial clarity and credit confidence long-term.

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What people say about us

Reviews

“Luna made filing my taxes the easiest it’s ever been. They caught deductions I’d been missing for years and explained everything in simple terms. I finally feel confident my return is done right.”

Jasmine R.

“My credit was a mess after a tough few years. Luna walked me through every step, disputed errors, and helped me build a plan. My score has gone up over 100 points and I’m not scared to check it anymore.”

Marcus T.

“As a small business owner, I was overwhelmed by quarterly taxes and bookkeeping. Luna organized everything, set up a system, and now I know exactly where my business stands. They feel like part of my team.”

Danielle K.

  • We don’t just file once a year—we build strategies that support your long‑term wealth, for both personal and business goals.

  • Long‑Term Financial Growth

  • Our team keeps your filings accurate and compliant, reducing stress and risk if the IRS or state ever calls.

  • Audit‑Ready Compliance

  • We help repair and rebuild your credit profile so you can qualify for better rates, funding, and future opportunities.

  • Credit Confidence

  • We break down your taxes and credit reports in plain language so you always know what’s happening with your money.

  • Clarity on Every Return

Benefits

Frequently Asked Questions

Common tax and consulting questions answered to help you navigate your financial resilience with transparency and ease.

What tax deductions am I missing as an entrepreneur?
How long does the credit recovery process take?

Many business owners overlook home office expenses, professional development, and specific industry-related hardware. We perform a deep analysis of your records to ensure every allowable expense is captured.

While every situation is unique, most clients begin seeing tangible updates within 30 to 90 days. We focus on a strategic method for identification and direct disputes to expedite results.

Can you handle past due tax filings?
What is the 'Concierge' tax strategy session?

Yes. Luna provides concierge support for back-tax preparation and resolution. We help you navigate the process of catching up while minimizing potential penalties and interest where possible.

It's a high-touch consulting service where we identify tax-saving structures for your business and personal growth. It's about ongoing clarity, not just a once-a-year filing.

Ready to Secure Your Financial Future?

Whether you need expert tax preparation or a strategic credit recovery plan, we're here to guide you every step of the way.

Personal Consultation

Speak directly with our expert team to discuss your specific tax or credit challenges and find the right path forward.

Request a Quote

Tell us about your business or individual needs and receive a tailored quote for our concierge tax and recovery services.

Opening hours

Mon - Fri 9:00 am – 8:00 pm
Saturday 9:00 am – 6:00 pm
​Sunday 9:00 am – 2:00 pm

Contact Us

Email:

Phone:

Address:

200 S Broad St

New Orleans, LA 70119

Service Inquiry

Service Interest
Tax Preparation
Credit Recovery
Both Services
Schedule an appointment
May 2026
SunMonTueWedThuFriSat
Week starting Sunday, May 10
Time zone: Coordinated Universal Time (UTC)Phone call
Friday, May 15
10:00 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM
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