We’ve Become Luminaries!

Visit us at our new website www.luminarytaxadvisors.com!

Our 30th anniversary in business is coming upon us in 2023, and as a part of our 30th anniversary celebration, we at Howard L Markowitz PA CPA are creating new beginnings with a brand new look, a brand new company name and a fresh take on our approach to the tax and accounting world.

After 30 years in this business and over 40 in the accounting profession, Howard is getting ready to ride into the sunset and call it a career. Howard is giving it one last tax season in 2023 before stepping into a much-deserved retirement.

Howard laid an amazing foundation at Howard L Markowitz PA CPA, and the drive and passion that he put into this business for three decades will provide the bedrock of our venture going forward.

Adam will be taking over the reins of our business going forward into 2023, continuing a now-generational business that has proudly served thousands of clients both in Central Florida and across the country at the highest level.

We are proud to announce that we are adopting the name Luminary Tax Advisors beginning in October 2022. We’ll have a lot more information on our new name and the great changes we have in store for this business in the fourth quarter of 2022. Luminary Tax Advisors will continue to go forward with all the great service our clients have come to know and love over the last 30 years, and we look forward to continuing to serve our existing and new clients with personalized and individualized service.

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Leesburg Office Closure: Though it’s never easy to say goodbye, we have made the difficult decision to shut down our Leesburg office location. For our Leesburg clients, we are still happy to serve you, though we will be doing everything virtually going forward. If you prefer to mail us your documents, you may do so at PO Box 3029, Windermere, FL 34786-3029. If you still prefer to have your appointment in person, we will be happy to try to connect you to an advisor in your area who may be able to help.

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With over 50 combined years of tax and small business accounting experience, Luminary Tax Advisors is your home for all things related to tax preparation, tax planning and accounting. We believe in grassroots, personalized and individualized accounting. In a day and age of automation in the field of accounting, we believe in taking the time to analyze every tax situation with a personal touch, knowing that no computer can possibly know everything about your business or individual tax situation.

Our firm specializes in small business owners and can help take your business from concept and formation to growth and thriving and finally, to transition and sale. We believe in year-round accounting to ensure that you don't miss out on possibilities throughout the year that could help in your tax or financial life. Your needs are our priorities. If you aren’t a business owner, though, don’t fret! We have hundreds of clients just like you that we assist with their personal tax needs as well.

Existing clients are always welcome to contact us whenever the need arises. For our prospective clients, we happily offer complimentary phone or email consultations. Give us a call, or use the contact form at the bottom of this page to enquire whether our services are right for you.

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Contact

Mailing address

PO Box 3029

Windermere, FL 34786-3029

Phone Numbers

(352) 787-9451 (Adam)

(407) 677-8827 (Howard - Casselberry)

Casselberry Office

360 Wilshire Blvd, Suites 116-119

Casselberry, FL 32707

Awards & Press

Luminary Tax Advisors takes pride in the fact that we are very involved in our community and provide guidance in the toughest of times. Our commitment to our clients has been recognized locally and nationwide.

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Services

Income Taxes

Death and taxes. Every individual who has at least $12,950 in revenue or married couple who has at least $25,900 in revenue has to file a personal tax return. Setup an appointment to come in and speak with us about your personal taxes, or electronically transfer all of your documents to us, and we’ll take care of the rest.

Audits & IRS Representation

No three letters scare American taxpayers quite like the IRS. But you don't have to fight letters from the IRS or your local government agency alone! As scary as it may be to get seemingly threatening notices, we can help turn your potential nightmares into minor nuisances with our years of experience of dealing with the IRS and local taxing authorities.

Business Formation

The biggest decision a business owner makes is right at the beginning of their business. Should you be an LLC? An S-Corporation? A C-Corporation? The jargon can be complicated, but we'll point you in the right direction and setup your business for success without charging you the high-priced fees of attorneys.

Bookkeeping

Don't have time to sort through all of your bank statements and receipts? We save you time and money by going through all of your records and giving you monthly, quarterly or annual financial statements that can aid you in business decisions.

Business Acquisition & sale

Are you considering purchasing a new business? We can help you determine if you're buying into the next big thing or a giant money pit. Don't miss out on the questions that need to be asked before you take the plunge. Trust our years of experience with our own business and the businesses of our clients to make one of the biggest decisions of your life.

Sales Taxes

Sales tax laws are complex and vary in each of the 50 states. We take the time with our clients to make sure they are both collecting and filing sales taxes properly, thus avoiding potentially large penalties for non-compliance.

Business Taxes

Whether you're working out of your garage or have a multi-million dollar corporation, business tax filing can be complex. We take all of the guesswork out of your business tax returns regardless as to whether you're a sole proprietor, an LLC, an S-Corporation, a C-Corporation or a partnership.

Payroll

Keeping up with local and state tax filings for payroll is one of the most frustrating problems business owners tackle on a daily basis. Stop wasting time processing payroll on your own and risking costly penalties for improper filings and allow us to take care of paying your staff and contractors -- all at a fraction of the cost of the big box companies!

Tax Planning

Tax planning is always important, but it became much more vital for virtually every taxpayer with the passing of the Tax Cuts and Jobs Act and the CARES Act. How did the new tax laws impact your paycheck and your personal tax return? No matter the time of year, Howard and Adam are here to help. Tax planning is always 100% free for all of our clients.