Business Details
Trusted Accountants for Individuals and Businesses
Lynn Marcus, CPA is a dedicated accounting and financial planning firm committed to delivering exceptional service rooted in professionalism, responsiveness, and quality. Our team combines deep expertise and extensive experience to provide personalized attention to individuals, small businesses, and larger enterprises. We prioritize prompt, accurate support, ensuring clients receive tailored financial solutions. With a focus on tax services, business accounting, and estate planning, we serve clients in Boynton Beach, FL, and Long Island, NY.Our CPA-certified professionals bring decades of industry knowledge, emphasizing transparency and client-centric service. We pride ourselves on blending technical proficiency with a personable approach, addressing both complex financial challenges and everyday needs. Our commitment to excellence is reflected in our consistent delivery of reliable, actionable advice that aligns with clients' unique goals. By maintaining a responsive team and leveraging proven methodologies, we empower clients to achieve financial clarity and long-term success.
Services
Tax Preparation
Tax Planning
Small Business Accounting
QuickBooks Services
Personal Financial Planning
Estate Planning
Payroll Services
Part-Time CFO
Tax Problem Resolution
Highlights and features
- Our team includes CPA-certified professionals with decades of experience in tax and financial planning.
- We provide personalized attention to each client's unique financial circumstances.
- We blend technical expertise with approachable service for individuals and businesses.
- Our fee structure offers transparent pricing for accounting and advisory services.
- We serve clients across multiple locations with consistent, high-quality support.
Associations and certifications
- CPA
- CFP
Services
Tax Preparation
Our tax preparation services ensure accurate and timely submission of personal and business tax returns. We handle complex filings while identifying deductions to minimize liabilities. Clients benefit from our CPA-certified expertise and personalized guidance through every step of the tax process.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including payroll processing and financial reporting. Our services help maintain accurate records and support strategic decision-making. Clients receive tailored support for day-to-day financial operations and long-term business growth planning.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and ongoing support for business accounting software. We help clients maximize efficiency through customized system configurations. The service ensures smooth financial operations with expert troubleshooting and process optimization for better business management.
Estate Planning
We develop personalized estate plans to protect assets and ensure proper distribution. Our approach combines tax efficiency with comprehensive planning strategies. Clients receive guidance on trusts, wills, and other instruments to secure their financial legacy for future generations.
Tax Problem Resolution
Our team assists with resolving tax-related issues including audits and payment disputes. We negotiate with tax authorities on clients' behalf while developing compliant solutions. This service provides peace of mind through expert representation and proactive problem-solving for complex tax matters.
People
Lynne Marcus
CPA, CFP
Lynne Marcus is a certified public accountant and financial planner with decades of experience serving clients in Boynton Beach, FL. Specializing in tax strategy and business financial management, she combines technical expertise with personalized service to deliver actionable solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including payroll, financial reporting, and tax compliance tailored to your specific needs.
Do you offer tax preparation for both individuals and businesses?
Yes, we prepare both personal and business tax returns with a focus on maximizing deductions while ensuring compliance.
Are your financial planning services available remotely?
We offer virtual consultations and digital tools to support clients in both Boynton Beach and Long Island locations.
Can you help with QuickBooks setup for new businesses?
Our specialists provide QuickBooks setup, training, and ongoing support to establish efficient accounting systems from day one.
What estate planning services do you provide?
We develop customized estate plans including wills, trusts, and tax-efficient strategies to protect your financial legacy.
