As a Certified QuickBooks Pro Advisor and with an MBA in Finance, Lynda specializes in small to medium business accounting services. Having earned her license as an IRS Enrolled Agent, Lynda is especially well qualified in tax planning and preparation for businesses as well as individuals.
With 35+ years of corporate accounting and financial experience, from staff accountant to financial analyst to corporate controller, Lynda realizes that accounting and recordkeeping needs change as a business grows. Her corporate financial experience was gained with such diverse companies as W. R. Grace & Co., Brink’s Inc., and MitecNet. She offers her current clients insightful, proactive strategies. From cash flow management to tax planning, Lynda’s services support your business throughout the year, not just with annual tax return preparation.
Firm Focus:
Lynda’s passion is working with people to achieve financial peace of mind. She has developed and has presented “recordkeeping and tax strategy” workshops. Lynda has also spoken to direct selling groups about the tax benefits of having a home based business.
Her current client base is also diverse. From franchises to contractors to individual real estate investors and individuals, Lynda begins each relationship with an in-depth interview to gain understanding of current operations / issues and long term goals. Active in the Atlanta business community, Lynda serves as a resource facilitator for her clients, able to connect them to other business professionals as needs arise.
Who can benefit most:
New business owners and businesses in growth mode find Lynda’s services will have an immediate impact on their overall success as working with her enhances their business understanding. Others who will benefit include: businesses who operate as either single member LLC’s or sole proprietors; business owners who want to determine the corporate structure that provides the most beneficial tax treatment for their businesses; 1099 independent contractors; business owners who issue 1099s at year end and individuals.
Would like you to know:
Lynda feels one of her greatest strengths is her ability to talk with people from all walks of life and all levels of business experience. She supports and inspires the “you can do it” mindset that encourages people to persevere in the attainment of their personal and professional goals.
Professional Credentials:
IRS Enrolled Agent (EA)
National Tax Practice Institute (NTPI) Fellow
Accredited Tax Advisor (ATA)
Accredited Tax Preparer (ATP)
QuickBooks Pro Advisor
Professional Affiliations:
National Association of Enrolled Agents
National Association of Tax Professionals
National Society of Accountants
Education:
MBA in Finance, Fordham University NYC, NY
MS Ed in Counselor Education, Fordham University NYC, NY
BA in Speech Communications, State University of NY – Buffalo, NY