Lynn Schmidt, EA, CTP, CTC, CFS, CSA, ARA
Tax Advisor, Financial Strategist, Insurance Consultant,
Accountant and Owner, Lynco Financial & Tax Services, Inc.
Are you overpaying your taxes? Why?
Do you have a plan for a comfortable retirement? Why not?
If you are a business owner, what keeps you up at night?
Lynn Schmidt is an experienced Tax Advisor, Accountant, and knowledgeable Financial Strategist and Wealth Manager who loves interacting with a variety of successful business owners and families to turn complex tax laws into understandable strategies and works with you to ensure your family’s financial future. Lynn utilizes her specialized training to develop proactive strategies for business owners, their families, and to help individuals KEEP more of what they make and SAVE more of what they keep. Lynn can make the tax code work in their favor and take advantage of every available tax break and loophole!
As the founder and owner of Lynco Financial & Tax Service, Inc., Lynn has been in the tax planning business for over 35 years, helping her clients save tax dollars and pursue dreams for their financial future. She is a tax and financial problem solver who helps people find resources they may not have realized were available to them. She’s like a tax and financial doctor, in that she meets with clients, takes a financial health history, does the necessary research, makes a diagnosis, and prescribes a plan of action to help folks pursue their financial goals and what is important to them. Lynn will help you choose, structure, and manage strategies that will help you reduce your taxes. It is her goal to help you make well-informed decisions regarding your finances and emphasizes the need for plan adjustments and tax reduction strategies as your goals and needs change.
Lynn brings degreed accounting experience to her clients along with accreditation as an Enrolled Agent, a federally licensed tax professional. She is also a Certified Tax Coach, Financial Strategist, Wealth Manager, Insurance Consultant, Certified Fund Specialist, Certified Senior Advisor, and Accredited Retirement Advisor. Lynn collaborated with top tax advisors from around the country to publish a book, “The Tax Detective: Uncovering the Mystery of Small Business Planning.” In April 2015, the book made four (4) best-seller lists and hit #1 on three (3) of them.
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. How is this done? It begins with strategic tax planning! Lynn performs an in-depth analysis and, then, tax reduction strategies are implemented. To ensure compliance with pertinent rules and regulations, we offer fixed-price monthly maintenance plans. Lynn’s motto? “You are the captain of your ship; let Lynn be your navigator”. She utilizes tested strategies (right from the IRS rules and regulations) that have helped business owners and taxpayers save thousands of tax dollars every year.
Lynn can be reached at (863) 295-9895 or at Admin@LyncoTax.com.
FL Department of Insurance License #A299967.
View Lynn A Schmidt’s profile at https://www.myfloridacfo.com/data/aar_alis1/index.htm and insert License #A299967.
Specialties: Enrolled Agent, Certified Tax Planner, Certified Tax Coach, Certified Fund Specialist, Certified Senior Advisor, Accredited Retirement Advisor, Fellow – National Tax Practice Institute