Business Details
Trusted Accounting & Financial Services in Boynton Beach, FL
Our firm is built on three core principles: professionalism, responsiveness, and quality. We provide personalized financial services to individuals, large and small businesses, and agencies, combining expertise, experience, and dedicated support. Our team delivers competent advice and accurate solutions tailored to each client's unique needs. With a focus on tax preparation, planning, and business accounting, we prioritize close personal attention and affordability.Clients benefit from our extensive experience in financial planning, estate strategies, and QuickBooks services, ensuring comprehensive support for both personal and business goals. We serve communities in Boynton Beach, FL, and Long Island, NY, offering a free initial consultation to start building trusted partnerships.
Services
Tax Preparation
Tax Planning
Tax Problems
Small Business Accounting
Payroll
Part-Time CFO Services
QuickBooks Services
Personal Financial Planning
Estate Planning
Elder Care
Highlights and features
- We offer personalized attention from experienced professionals.
- Our team provides competent advice and fast, accurate service.
- We serve individuals and businesses with comprehensive financial solutions.
- Our rates are affordable with a free initial consultation.
- Dedicated to professionalism, responsiveness, and quality service.
Associations and certifications
- CPA
- CFP
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses. Our team ensures compliance while maximizing deductions. Clients receive clear guidance for year-round tax efficiency.
Small Business Accounting
Comprehensive accounting solutions include bookkeeping, financial reporting, and cash flow management. We help businesses maintain accurate records and make informed financial decisions.
Estate Planning
We develop strategies to protect and transfer assets effectively. Services include wills, trusts, and tax-efficient inheritance plans tailored to individual circumstances.
QuickBooks Services
Our QuickBooks experts provide setup, training, and ongoing support. We help businesses streamline accounting processes and improve financial tracking accuracy.
Financial Planning
We create personalized financial roadmaps covering retirement, education, and investment goals. Our plans integrate tax strategies to optimize long-term financial health.
People
Lynn Marcus, CPA
CPA, CFP
Lynn Marcus, CPA is a Certified Public Accountant and Certified Financial Planner with expertise in tax strategies and financial planning for individuals and businesses.
Questions
What services do you offer for business owners?
We provide small business accounting, payroll processing, part-time CFO services, and tax planning tailored to business needs.
Do you offer personal financial planning?
Yes, we offer personal financial planning, estate planning, and elder care services to secure your financial future.
Are your services available outside Florida?
We serve clients in both Boynton Beach, FL, and Long Island, NY, with remote support options available.
Can I get help with QuickBooks?
Yes, we offer QuickBooks setup, training, and ongoing accounting services for businesses.
Is there a free consultation available?
We provide a free initial consultation to discuss your financial needs and goals.
