Are you overpaying your taxes? Why?
Do you have a plan for a comfortable retirement? Why not?
Do you own a business? What keeps you up at night?
Don't let the tax code beat you down. Lynn loves interacting with a variety of families and business owners to turn complex tax laws into understandable strategies. As a Tax Coach, Accountant and Financial Advisor, Lynn utilizes her specialized training to develop proactive strategies to help you, your family, and your business KEEP more of what you make and SAVE more of what you keep. Lynn can make the tax code work in your favor to take advantage of every available tax break!
As the founder of Lynco Financial & Tax Services, Inc., Lynn Schmidt has over 30 years of experience with saving her clients' tax dollars. She brings degreed accounting experience to her clients along with accreditation as an Enrolled Agent - a federally licensed tax professional. She is also an insurance agent, Certified Fund Specialist, Certified Senior Advisor, Accredited Retirement Advisor, and Certified Tax Coach.
Lynn believes in educating clients as to their opportunities and works with them to help them experience what they value most in life by making smart choices about their money.
Know who you're working with - check Lynn out!
FL Department of Insurance License #A299967
View Lynn A. Schmidt's profile at http://www.myfloridacfo.com/data/aar_alis1/index.htm
Specialties: Enrolled Agent, Certified Tax Coach, Certified Fund Specialist, Certified Senior Advisor, Accredited Retirement Advisor, Fellow - National Tax Practice Institute
Tax Expert - Enrolled Agent & Certified Tax Coach - Lynn considers herself to be bi-lingual: she speaks English and she speaks TAX! By designing a personalized plan, Lynn navigates the complex tax code to assist clients in maximizing their tax savings. Lynn provides tax preparation services for individuals and businesses. She also helps taxpayers who get notices from the IRS or other government agencies or who need to file prior year tax returns. Lynn is a Fellow of the National Tax Practice Institute.
Accounting Advisor - Business owners face a variety of daily challenges in the areas of accounting, tax, finances and retirement. Don't let these subject matters give you nightmares that keep you awake at night! Why not work with an accountant and advisor like Lynn who can help guide you down the right path, answer your questions and help you plan for tomorrow? Lynn began providing accounting and tax services in 1980 after receiving a Bachelor of Science in Accounting form the University of Southern New Hampshire, Manchester, NH. (Visit their website at www.snhu.edu).
Financial Services Advisor - Financial Coach, Retirement Planning Advisor - Families constantly face struggles of providing for their children's futures, managing their finances, planning for their own retirement and dealing with the complexities of aging parents. Lynn can help you with the financial challenges you will face from birth to death. Successful planning does not happen by accident. Lynn believes that every family or individual may experience multiple financial and life planning hurdles at some point in their lives, and she can help your family develop, measure and monitor a series of strategies that work for you.