Johanna Morales is a professional Tax Strategist, IRS Enrolled Agent, and specialist in advanced tax planning, corporate taxation, multi-state payroll, and federal compliance. She is completing her Financial Accounting Certificate at Harvard Business School Online, graduating in December 2025, adding elite-level academic training to her technical expertise.

Johanna is currently in the approval process to become an IRS-Authorized Continuing Education Provider, preparing to offer official CE credits, AFSP, AFTR, and advanced tax training for professionals.

As CEO of Lunitax LLC, she not only serves established companies but also builds complete tax and financial service offices from the ground up to full professional operation. Her comprehensive support includes:

• Full professional tax preparation training
• Industry-grade tax software provided through Lunitax
• Operational structure, compliance setup, and internal workflow design
• Continuous business coaching through her allied company, Ten Million Club
• Complete implementation of turnkey tax and financial service offices

She also specializes in:

• Advanced corporate and individual tax preparation
• Tax strategies for companies generating $1M–$5M annually
• Multi-state payroll processing, benefits, W-2, 1099, and payroll audits
• Corporate structuring, reorganizations, and strategic tax optimization
• Professional courses in tax preparation, bookkeeping, and business education
• QuickBooks setup and financial systems organization
• Consulting for compliance, operational efficiency, and scalable growth

As an Enrolled Agent (EA), Johanna represents individuals and businesses before the IRS in audits, appeals, collections, penalty matters, installment agreements, Offers in Compromise, identity theft cases, and other complex tax issues.

She exclusively works with business clients generating between $1M and $5M per year, focusing on high-impact tax strategy and advanced corporate planning.

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