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!

Leon Q.

I can't express how grateful I am to have found Dalila at LUMI Accounting and Financial Services. For years, I handled my taxes alone, thinking I was saving money—what a misconception! After receiving an IRS letter, I turned to Dalila, who not only resolved my issues but also implemented effective tax strategies that significantly increased my return. She took the time to thoroughly explain everything, ensuring I understood each part of the process. Her dedication, attention to detail, and proactive communication throughout are truly commendable. It's a relief and a joy to work with someone so knowledgeable. I'm already recommending Dalila to all my family and friends. Thank you, LUMI Accounting and Financial Services, for your exceptional service!

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.

Justine B.

Before I found LUMI, my business was facing several challenges. My books were not reconciled for well over a year, causing them to be in disarray. It was overwhelming, and I felt like I was managing everything alone. Dalila impressed me right from the start by cleaning up the mess that were my financial reports. Without her expertise and dedication, I don't think I would be in the strong financial situation I am today. Dalila has been an unbelievable asset to my small business. I invested in working with LUMI/Dalila because of her sincere commitment to helping me and my business, allowing me to focus on what I love. I wanted someone who could not only handle my bookkeeping and tax preparations but also educate me on how to make my business more profitable. Moreover, she seamlessly handled the transition from Sole Proprietor to LLC and it had a transformational impact on my business. I am incredibly grateful to have found Dalila. She is not only an amazing accountant but also a true partner in helping me live my best life. Thank you, Dalila!

Zaida R.

Dalila Popko has been handling my personal taxes through LUMI Accounting and Financial Services, and her work is nothing short of amazing. She's meticulous, knowledgeable, and always ensures that I get the best possible outcomes with my tax returns. Her proactive approach to tax planning has saved me a lot of time and money. I would recommend Dalila's services without hesitation to anyone looking for top-notch tax assistance. She's truly a gem in the accounting world!