Lynn A. Schmidt, EA, CTC, CFS, CSA, ARA
Lynco Financial & Tax Services, Inc.
Winter Haven, FL 33880
As the founder of Lynco Financial & Tax Services, Inc., Lynn Schmidt has over 30 years of saving her clients’ tax dollars. She brings degreed accounting experience to her clients, along with accreditation as an Enrolled Agent – a federally licensed tax professional and graduated as a Fellow from the National Tax Practice Institute. Lynn is also a licensed insurance agent, Certified Fund Specialist, Certified Senior Advisor and Accredited Retirement Advisor. In her pursuit to help her clients’ pay the lowest legal amount of tax, Lynn has also earned the designation of Certified Tax Coach and applies specialized training in proactive tax strategies to her well-established tax and financial services business. Her strategic approach to tax planning provides clients with complete financial guidance to make the tax code work in their favor and take advantage of every available tax break!
Lynn believes in educating clients on their opportunities, and works with them to help them establish a comprehensive blueprint for retirement by utilizing strategic planning tools, insurance, tax, and estate planning strategies. Those who have trusted Lynn with their tax planning for the past 30+ years value her straightforward manner. She leads her staff as a helpful, considerate ally to clients navigating the challenges of yearly tax planning. Lynn considers herself to be bi-lingual: she speaks English and TAX! By designing a personalized plan, Lynn navigates the complex tax code to assist clients in maximizing their savings and helps them keep more of their hard earned money.
FL Department of Insurance License #A299967
Lynn A. Schmidt*, EA, CTC, CFS, CSA, ARA
Enrolled Agent, Certified Tax Coach,
Certified Fund Specialist, Certified Senior Advisor,
Accredited Retirement Advisor
Lynco Financial & Tax Services Inc.
Tele: (863) 295-9895
What is an Enrolled Agent?
An Enrolled Agent (EA) is afederally-authorized tax practitioner who has technical expertise in the fieldof taxation and who is empowered by the U.S. Department of the Treasury torepresent taxpayers before all administrative levels of the Internal RevenueService for audits, collections, and appeals.
Thank you for the opportunity to provide you with information and the opportunity to serve your Accounting, Tax or Financial needs. We appreciate your business and your confidence in our knowledge and expertise. Currently, we still have room in our schedule to provide our services to a few more small business clients as well as individual clients. If you are aware of any other business owners or individuals (business associates, friends, family, neighbors, etc.) who may be in need of our services, please encourage them to contact us right away. We are sure they will thank you for your recommendation.
IRS Circular 230 Disclosure. In accordance with requirements imposed by the IRS, we must inform you that any tax advice contained in this communication, unless expressly stated otherwise, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding tax-related penalties under the Internal Revenue code or (2) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein. This e-mail is only intended for the person(s) to whom it is addressed and may contain confidential information. Unless stated to the contrary, any opinions or comments are personal to the writer and do not represent the official view of the company. If you have received this e-mail in error, please notify us immediately by reply e-mail and then delete this message from your system. Please do not copy it or use it for any purpose, or disclose its contents to any other person. Thank you for your cooperation.
Certified Senior Advisers (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters. Details: www.csa.us