Lynn Marcus, CPA

Our Vision

At Lynne Marcus, CPA, CFP, we empower individuals and businesses to achieve financial clarity, optimize their finances, and plan for their future. With a personalized approach and comprehensive expertise, we guide you through every step of your financial journey.

Our Values

Our foundation rests on three core values:

• Professionalism: We uphold the highest ethical standards and deliver meticulous, data-driven solutions.
• Responsiveness: We prioritize efficient communication, timely feedback, and personalized attention to your needs.
• Quality: We commit to continuous learning and professional development to provide you with the best possible advice and services.

Meet Lynne Marcus, Founder and CEO

Lynne Marcus, CPA, CFP, has over two decades of experience guiding individuals and businesses towards financial success. Her diverse background encompasses working with large corporations, small businesses, and entrepreneurial ventures.

Lynne holds a BA in Accounting from Queens College and an MBA in Finance from St. John's University. She is a Certified Financial Planner and is licensed to provide financial planning and tax services.

Over the course of her career, Lynne has:

• Developed and implemented accounting systems for businesses across diverse industries.
• Managed corporate and personal finances, including budgeting, investing, and risk mitigation.
• Provided tax planning and compliance services, ensuring optimal tax efficiency.
• Guided clients through complex financial situations, helping them achieve their financial goals.

Our Services

We offer a comprehensive range of financial services to meet your unique needs, including:

• Tax Planning and Filing: Comprehensive tax strategies for individuals and businesses.
• Financial Planning: Goal-oriented planning for retirement, estate, and investment.
• Small Business Services: Accounting, payroll management, and consulting.
• Personal Finance Management: Budget planning, investment guidance, and debt management.
• Estate Planning: Creating robust estate plans tailored to your needs.

Partner with Lynne Marcus, CPA, CFP and take charge of your financial future!