I possess over 20 years of experience managing businesses and preparing taxes, and I understand that tax season is a never-ending venture. I recognize that business owners desire to focus on serving their customers, rather than handling the complexities of running their business, which is why I strive to provide comprehensive business management assistance.
My primary objective is to educate my clients on how to create, expand, and manage their businesses efficiently throughout the year, ensuring that we minimize their tax expenses while ensuring their personal and professional finances are optimized.
As part of my services, I provide a mobile business model, enabling me to travel to my clients to assist them with their financial, tax, and business management requirements. Despite the pandemic, I continue to offer my clients personalized services, while being mindful of social distancing measures and the threats of neglecting them. As a result, I guarantee that masks and face shields are worn during all in-person meetings, whether professional or personal.
Finally, I offer discounted rates for new clients, and I provide bonuses to those who refer their paying clients my way.
Service location:
Remotely
Service Reviews
4.6
39 reviews
Service as described
4.3
Communication
4.7
Punctuality
4.8
JW
Jonathan W.
I give them a solid 5 stars from beginning to end as they clearly know their stuff. I am thrilled to have discovered a new tax preparation service and couldn't be happier.
March 24, 2023
DC
Daniel C.
Last year, I ventured into the world of self-employment as a sole proprietor. Being a W2 employee was all I knew before, so I was anxious about potential hefty tax bills. Having had no prior experience, I was unsure how everything would pan out. However, Lynette's expertise in tax matters made everything seamless and uncomplicated for me. With her help, I identified numerous items I could claim as business expenses that I did not know previously. Lynette's knowledge is exceptional, and I had complete peace of mind knowing she was handling my taxes. I will undoubtedly use her services again in the future.
March 20, 2023
MR
Megan R.
I am thoroughly impressed with the promptness of the response and pleased with the level of service provided. The team was honest, well-informed and cooperative. I would highly recommend this service to anyone in need of tax assistance. Thank you for your help!
March 17, 2023
KR
Kayla R.
With great care and detailed explanations, Lynette proved to be accommodating and proactive. Her suggestions for future tasks were invaluable and I wholeheartedly recommend her tax preparation services to anyone in need. Lynette's trustworthy and thorough approach, combined with her warm and sincere personality, make her an ideal choice for all your tax preparation needs. I look forward to working with her on future projects!
November 10, 2022
AT
Anthony T.
Working with Kai was an absolute pleasure! Despite taxes typically being a daunting and stressful process, Kai's quick response and efficient handling made everything super easy. After comparing her to three other individuals, I found Kai to not only be the most responsive but also the most reasonably priced. I'm extremely satisfied with my decision to choose her and will likely seek her services again next year. Additionally, even though I procrastinated filing until the last minute (which is not recommended), Kai still managed to deliver timely and satisfactory results. Thank you for the incredible work!
