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Trusted Tax Planning & Accounting Services in Auburndale
Lynco Financial & Tax Services has been a trusted partner in tax and financial planning for over four decades. Founded by Lynn Schmidt, an Enrolled Agent with extensive expertise, our firm prioritizes proactive strategies to minimize tax liabilities and empower clients. We specialize in personalized solutions for individuals and businesses, including tax preparation, estate planning, payroll services, and IRS representation.With a commitment to continuous education, we stay ahead of evolving tax laws to deliver reliable, client-focused advice. Our legacy of integrity and client satisfaction has solidified our reputation as a leader in Polk County and beyond. By blending technical proficiency with a deep understanding of client needs, we ensure transparent, actionable guidance tailored to each unique situation.
Services
Tax Preparation
Tax Planning
IRS Representation
Estate Planning
Payroll Services
Highlights and features
- We offer over 40 years of experience in tax and financial planning.
- Our team provides personalized, proactive tax-saving strategies tailored to your industry.
- We prioritize transparent communication and client education on tax laws.
- Our services are delivered locally with nationwide compliance expertise.
- Certified professionals committed to ongoing education in tax code changes.
Associations and certifications
- Enrolled Agent (IRS)
What people say
Peace of mind
Knowledgeable professionals
Personal attention
Trustworthy guidance
Saved money
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filing for individuals and businesses. We identify eligible deductions and credits to maximize refunds while adhering to federal and state regulations. By analyzing your financial situation, we optimize filing strategies to reduce liability and avoid audit risks. Our process includes reviewing documentation, calculating taxes, and providing clear explanations of your return. With a focus on timeliness and precision, we handle both standard and complex tax scenarios, ensuring peace of mind during tax season.
Tax Planning
Proactive tax planning helps clients minimize liabilities through year-round strategies. We assess income, investments, and business structures to implement legal savings techniques, including income shifting, retirement contributions, and entity optimization. Our approach aligns with long-term financial goals while adapting to legislative changes. We provide ongoing consultations to adjust plans as circumstances evolve, ensuring sustained tax efficiency and financial growth.
IRS Representation
We defend clients during IRS audits, handling all communication and documentation requirements. Our expertise addresses discrepancies, penalties, and compliance issues to resolve cases favorably. We advocate for clients in appeals, offers in compromise, and installment agreements. By leveraging our deep understanding of tax law, we reduce financial exposure and streamline interactions with the IRS, allowing clients to focus on their personal or business operations.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. We guide clients through wills, trusts, power of attorney, and healthcare directives, tailored to family dynamics and financial goals. Our strategies protect beneficiaries from probate delays, creditors, and unnecessary taxes. We also address charitable giving and intergenerational wealth transfer, providing comprehensive solutions that evolve with life changes.
Payroll Services
Our payroll services streamline employee compensation, tax filings, and regulatory compliance for small businesses. We manage direct deposits, tax withholdings, and reporting to federal and state agencies, including W-2s and 1099s. Options include full-service payroll, after-the-fact processing, or online tools for flexibility. By automating calculations and deadlines, we reduce administrative burdens, allowing businesses to prioritize growth without payroll-related stress.
People
Lynn Schmidt
Owner and Tax Advisor
Lynn Schmidt, EA, CTP, CTC, CFS, CSA, ARA, has over 40 years of experience in tax and financial planning. She founded Lynco Financial & Tax Services to provide tailored strategies that minimize liabilities and empower clients. Certified in multiple disciplines, she emphasizes education and proactive planning. Her leadership ensures personalized service rooted in integrity and expertise.
Questions
What tax services do you offer for small businesses?
We provide tax preparation, planning, payroll services, and IRS representation, tailored to small business needs.
How can tax planning reduce my liability?
Our strategies leverage deductions, credits, and legal structures to minimize taxes while aligning with your financial goals.
Do you assist with IRS audits?
Yes, we offer full IRS audit representation, resolving discrepancies and negotiating terms on your behalf.
What estate planning services are available?
We help create wills, trusts, healthcare directives, and strategies to protect assets and reduce estate taxes.
Can you handle payroll for businesses?
Yes, we offer comprehensive payroll processing, tax reporting, and compliance management for businesses of all sizes.
Are your services available remotely?
Yes, we serve clients nationwide through secure online tools and virtual consultations.
