Tax and business services

Expert tax guidance. Thoughtful business support.

Lux Business Firm helps individuals and business owners prepare their taxes, plan ahead, and keep their businesses organized. We explain each step clearly and treat your finances with care.

Documents ready? Submit your tax intake form Virtual appointments available
Shae Jordan, founder of Lux Business Firm, seated on a white console in a striped shirt and brown trousers

Tax services

Prepared with care. Planned with purpose.

From annual returns to planning throughout the year, every service is handled accurately and explained in plain language, for individuals and businesses alike.

01

Individual Tax Preparation

Federal and state income tax returns for individuals, prepared accurately and reviewed with you before anything is filed.

  • Federal Form 1040 and state returns
  • A review of the income, deductions, and credits that apply to you
  • Clear answers to your questions along the way
02

Business Tax Preparation

Federal and state returns for business owners, prepared for the way your company is structured.

  • Form 1065 for partnerships
  • Form 1120 for corporations
  • Form 1120-S for S corporations
03

Tax Planning

Planning that helps you understand your tax picture well before filing season, so you can make better decisions all year.

  • Analysis of your business profits
  • A tailored tax plan and business structure review
  • Deductions and credits you may qualify for
  • Quarterly tax estimates

Additional business services

Bookkeeping

Accurate records, reconciliations, and financial reports.

Payroll

Wages, payroll taxes, and direct deposits, on schedule.

Business Formation

Choosing your structure and filing your formation documents.

View all tax services
Portrait of Shae Jordan smiling, wearing a black ribbed top

The founder

Meet Shae Jordan

We get you, and we get business.

Shae Jordan founded Lux Business Firm in 2014 to give individuals and business owners a knowledgeable partner for their taxes and the financial decisions that surround them.

Her background in both tax and real estate shapes how she works. She looks at the full picture, explains your options in plain language, and helps you stay organized throughout the year.

Today the firm supports individuals and companies with tax preparation, tax planning, bookkeeping, payroll, and business formation.

Contact Shae and her team

Why clients choose Lux

Personal attention, organized from start to finish.

Taxes and business finances carry real consequences. Our role is to make them understandable and manageable, so you can make decisions with confidence.

Clear guidance

We stay current on tax codes and regulations, then explain what we are filing, why it matters, and what comes next.

Organized support

A simple intake process, consistent communication, and records kept in order so important details are not overlooked.

Built around you

Every recommendation starts with your income, your structure, and your goals rather than a generic template.

Flexible meetings

Meet with us online from wherever you are, at a time that fits your schedule.

Client words

“I have been a loyal customer for the past three years now and they simplify the process for clients and cater to your business or personal tax needs.”

Latoya Ross, Lux client

Virtual class

Mastering Taxes, taught by Shae.

A virtual class for anyone interested in learning tax preparation or starting a tax business of their own. Shae walks you through IRS requirements, the Form 1040, deductions and credits, and hands on practice with real tax forms and software.

Two-day weekend classes start November 7. Enrollment is open now.

Shae Jordan smiling in a grey plaid suit and burgundy tie, holding a stack of books

Get in touch

Have a question? We would love to hear from you.

Reach out about tax preparation, tax planning, the virtual class, or any business service, and Shae and her team will point you in the right direction.