Boost your business growth and profitability with our proactive tax planning and advisory service — strategically tailored to increase your tax savings and financial returns.
Welcome to Light Up Tax
We specialize in empowering business owners, real estate investors, and high-income earners to optimize their tax strategies. With decades of experience, our team crafts customized solutions that ensure significant, lasting tax savings.
Our extensive experience lets us tailor strategies that perfectly fit your unique situation.
We don't just do the work for you — we educate you to make smarter financial decisions every day.
We grow with our clients, dedicated to long-term relationships and supporting you at every step.
Our Services
Typical Clients We Serve
“I have RSUs, ISOs, NSOs, or a pending IPO or tender offer. How do I avoid an unexpected tax bill?”
We model withholding, AMT, tax lots, state sourcing, transaction timing, and cash needs before the decision becomes irreversible.
“I’m selling a rental property. How will depreciation recapture and capital gains affect my tax bill?”
We coordinate sale timing, depreciation, capital gains, estimated payments, and multi-year cash flow.
“My income is over $1M, and I’m paying a lot in taxes. What tax-saving opportunities should I consider?”
We coordinate income, entity compensation, investments, retirement strategies, estimated payments, and other multi-year decisions.
Tax & Financial Workshops
From Our Blog
Beginning in 2026, a new 0.5% AGI floor, a 35% cap on deduction value for top-bracket taxpayers, and SALT interactions make charitable giving less automatic. Here is how high-income donors can match the right asset, year, and vehicle to maximize both impact and tax efficiency.
Carina Luo, CPA · July 1, 2026
Many high-income taxpayers overlook one of their largest future tax liabilities: traditional IRA and 401(k) accounts. Learn the five most common Roth conversion mistakes—and how to avoid them.
Carina Luo, CPA · June 18, 2026
An LLC isn't a strategy — it's a tool. Wealthy investors use different LLC structures intentionally to separate risk, reduce taxes, and build long-term wealth. Here are the five they actually use.
Carina Luo, CPA · May 28, 2026
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