LUMI Accounting and Financial Services, LLC - Bolton, Connecticut

Ron C.

I initially chose to work with LUMI Accounting and Financial Services because of their reputation for professionalism and comprehensive understanding of small business needs. I needed someone who could not only manage my business’s accounting but also provide strategic insights into sales tax and payroll management. LUMI Accounting stood out as the best choice.

From the beginning, I was impressed by the responsiveness and approachability of Dalila. Whether I had a question or needed clarification on a financial matter, Dalila was always quick to respond and made sure I understood everything in simple terms. This level of support and accessibility has been invaluable to me, making me feel like I have a true partner in my business.

The quality and reliability of the services provided by LUMI Accounting are exceptional. From managing my accounting to managing complex sales tax requirements and payroll processing, I have always felt confident that everything Dalila is managing is accurate and on time. I can rely on them to stay on top of deadlines and provide the highest level of service every time.

Overall, my experience with LUMI Accounting and Financial Services has been outstanding. Not only has the team been a pleasure to work with, but I have also gained a much clearer understanding of my business’s financial health. Dalila has truly made a difference by helping me feel more organized and on top of my financial obligations.

I would absolutely recommend LUMI Accounting and Financial Services to other business owners. The level of professionalism, combined with an individualized touch, makes them stand out. If you are looking for someone who genuinely cares about your financial success, this is the team to work with!

Christina S.

I recently had the pleasure of working with Dalila, and I couldn’t be more impressed with her expertise and efficiency. I had heard stories of businesses paying very little in taxes, but I assumed that only applied to large corporations with tons of expenses. As a smaller business, I was shocked to see how much Dalila was able to minimize my tax liability—she secured me a large refund!

Not only was Dalila extremely knowledgeable, but she was also responsive and quick to act. I had another accountant lined up, but they were unresponsive, and I was racing against the clock to file before the deadline. Dalila stepped in confidently and promised she could help, and she certainly delivered. We filed on time and with a great outcome.

I’m excited to see what we can accomplish next year with more time to plan and implement more tax strategies. I highly recommend Dalila for her integrity, deep knowledge, responsiveness, and passion for what she does.

Ieva ?.

I can’t recommend Dalila at Lumi Accounting and Financial Services enough! After having a really bad experience with my previous accountant—who lacked communication and didn’t provide any clear guidance—I was hesitant to trust someone new. But Dalila completely turned things around for me.

She is incredibly hands-on, always following up, and makes a real effort to ensure I understand my finances. Dalila is quick to respond to emails and is always available to answer every question I have, no matter how small. What really sets her apart is her dedication to helping me reach my financial goals. She gives practical advice and truly cares about my success.

Dalila’s honesty and thoroughness have given me peace of mind, and I finally feel confident in my financial path thanks to her. If you want an accountant who genuinely cares and is proactive in helping you, Dalila is the one!

Jase C.

Prior to working with LUMI/Dalila I had a CPA that was a terrible communicator and unfortunately this cost me a lot of time, stress and money. There were times when weeks would go by before I heard from the CPA about a very important question regarding taxes, payroll, etc...I knew that I needed to make a serious change, and I needed a CPA who was proactive and knowledgeable.

When I came across LUMI/Dalila, we connected immediately about some of the issues I was having with our former CPA, and she could probably tell how frustrated I was. Dalila was empathetic about what we were going through and she made it known from the start that she was not that type of CPA. She even stated that she would work to 'earn my trust', which was different from any other CPA I was interviewing at the time. Although, I was still a little skeptical just based off what we had gone through, I trusted my intuition and moved forward with hiring LUMI.

After a few weeks of having LUMI/Dalila as our CPA, I noticed a major difference about the service, not only was she professional, but she was communicating! She worked to dive into our books and quickly identified the holes that were left by our former CPA and their team. Dalila worked hard to clean it up and now we feel great about our financials moving forward. Just by having her on our team/side, we have had some amazing short-term wins.

Dalila went above and beyond to clean up some unemployment tax issues we came across due to our former CPA not filing them correctly where she connected with the Texas Workforce Commission and partnered with them to identify the issues and ensure it was taken care of. Overall, as a business owner, I feel fantastic about having moved forward with LUMI/Dalila. She has proved to be an asset to our company, and we look forward to working closely with her and the LUMI team as we continue to grow our business for years to come!

Amy B.

I have been working with LUMI Accounting and Financial Services for my CFO and Tax strategiest, and I couldn't be more satisfied. Dalila is absolutely amazing. She is incredibly knowledgeable and a true one-stop shop for all financial needs. Whether it's financial reports, entity structure, or tax strategies, Dalila knows it all.

One of the aspects I love the most about Dalila and her team is their constant availability. No matter the time or situation, Dalila is always there to assist, ensuring that my business runs smoothly and efficiently.

If you're looking to take your business to the next level, do not hesitate to reach out to Dalila at LUMI Accounting and Financial Services. Their expertise and dedication are unmatched, and they will undoubtedly help you achieve your business goals.

JUNK H. C.

Exceptional Service from LUMI Accounting and Financial Services I've had the pleasure of working with Dalila for 2 years +, and I must say, their professionalism and expertise have exceeded my expectations.

From the initial consultation to ongoing support, Dalila has demonstrated a deep understanding of tax regulations and financial strategies. They have consistently provided insightful advice tailored to my specific needs, helping me navigate complex financial decisions with confidence.

Their attention to detail and commitment to accuracy are commendable. Every interaction with Dalila has been prompt, courteous, and thorough. They take the time to explain concepts in a clear and understandable manner, ensuring I am well-informed throughout the process.

Moreover, Dalila goes above and beyond to optimize my financial situation, offering proactive suggestions for tax savings and investment opportunities.

Their proactive approach has not only saved me money but also helped me achieve my long-term financial goals.Overall, I cannot recommend Dalila highly enough. If you're looking for a knowledgeable, reliable, and dedicated accountant who truly cares about your financial well-being, look no further than LUMI Accounting and Financial Services.

JON O.

Working with Dalila Popko at LUMI Accounting and Financial Services for my personal tax needs has been an exceptional experience. Dalila is incredibly thorough and consistently delivers results that exceed my expectations. Her expertise in tax law ensures that I always benefit from the best tax strategies. She's not just an accountant; she's a trusted advisor. I confidently recommend her services to all my friends and family for any accounting needs.

Samantha R.

I can't recommend LUMI Accounting and Financial Services highly enough! They handle all of my bookkeeping needs and assist me with effective tax strategies. Dalila is truly amazing—her knowledge and expertise are top-notch. One thing that really stands out is her commitment to never stop learning. This assures me that as my business grows, Dalila will be right there to support every step of the way. Thank you, Dalila, for your incredible support and dedication!