About Lumera

Helping you understand. Helping you move forward.

Lumera Services was built from a simple belief: people deserve patient explanations, organized support, and a clear path through complicated financial and administrative work.

Sammy Sosa and Luz Karina, the team behind Lumera Services
Sammy Sosa and Luz KarinaThe team behind Lumera Services

Meet the team

Personal guidance starts with people who listen.

Sammy and Karina work together to help clients understand complicated financial and administrative processes, organize the right information, and move forward with a clear next step.

Both assist across Lumera's services. Sammy focuses on complex and multi-service situations, while Karina provides broad client support and serves many of Lumera's Spanish-speaking clients.

Our story

It began with a first W-2 and a familiar feeling: uncertainty.

In his early twenties, Lumera's founder received his first W-2 and realized how easy it was to follow tax-software instructions without truly understanding the process. After taking time to learn, he began helping family and friends who were missing deductions or paying unnecessary fees.

That guidance saved people money, but more importantly, it gave them peace of mind.

2014

From helping family to serving the community

The work became S&S Notary and Tax Prep, built to provide clear, patient, and affordable guidance to working families.

2024

A shared experience and a larger mission

After meeting his wife and business partner, Karina, their own experience with immigration and administrative systems showed how overwhelming everyday paperwork can feel.

2025

The evolution into Lumera Services

S&S Tax Prep became Lumera. The name represents light and clarity, and the mission expanded to tax, credit advocacy, bookkeeping, business setup, translation, records, and administrative support.

What Lumera stands for

Clarity, structure, and steady guidance you can trust.

Many people are not looking for complicated services. They are looking for someone to explain the process clearly and help them move forward step by step.

01

Understand your taxes

Everyone deserves clear explanations about the forms and choices in front of them.

02

Know before you sign

Everyone deserves to understand documents and service terms before making a commitment.

03

Be treated with respect

Everyone deserves accessible, affordable, and respectful support.

Our role is clear.

We provide organization, explanation, preparation, and administrative support. We are not a law firm or CPA firm and do not replace licensed professionals.

Your next chapter

Ready to move forward with a clearer plan?