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Financial & Tax Planning

Guiding You Down The Right Path

Would You Like To Shrink Your Yearly Tax Burden?<br/>

Would You Like To Shrink Your Yearly Tax Burden?

Our tax planning professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.


Did you know, for instance, that you can…


Move your income into lower tax brackets by splitting income among family members or legal entities.


Shift income and/or expenses to different years in order to best take advantage of lower rates.


Defer tax liability through some types of investment options.


Avoid tax liability through some types of investment options, both on the federal and state level.


Increase your tax deductions by purchasing things that you enjoy.


These, and other Tax Saving Strategies will help you:


Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.


Reduce taxes on investments so that you can grow your money quicker.


Keep more of what you make by reducing your taxed income.


Defer income in order to keep your money now and pay your taxes later.


Understand estate taxes and planning so that your family gets to keep more of what you make.


Give money while reducing taxes to maximize your giving potential.


Plan for retirement in ways that best benefit you rather than the IRS.

Are You A Business Owner?

At Lynco Financial & Tax Services, Inc., we understand that tax planning must be proactive, not reactive. As your Certified Tax Coach, we employ tax reduction strategies throughout the year to manage tax obligations and increase tax savings at year-end. Many accountants and CPAs contact clients once a year; however, we stay in contact with you to guide you through financial decisions that could impact taxes. Which view do you prefer? Driving through life backward, looking through your small rearview mirror, or looking forward through the view of the larger windshield. THAT is the concept of utilizing proactive tax planning!


With us on your side, you can rest easy knowing you will never overpay on your taxes. We know how to examine the U.S. tax code and find every tax loophole, deduction, incentive, and break to reduce your taxes. We constantly watch for revisions to state or federal tax regulations and will use every legal means to bring you the best tax savings possible.

Strategic Tax Planning to Reduce Tax Liability

Strategic Tax Planning to Reduce Tax Liability

As a Certified Tax Planner & Certified Tax Coach, our advanced training is designed to lower taxes and increase wealth. The following is a sampling of the over four hundred ways we reduce your taxable income:

  • Loopholes within the current tax code
  • Income and expense-shifting strategies
  • Passive loss strategies
  • Real estate tax planning
  • Investment strategies to lower tax

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