Lynco Financial & Tax Services, Inc.

Today's investment climate offers unprecedented opportunities. At Lynco Financial & Tax Services, Inc. and under Lynn’s guidance, our mission is to help clients pursue those opportunities by providing them with three key tools: 

1. A clear understanding of their financial goals
2. A well-defined roadmap for pursuing those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial and asset management, from investment and retirement planning* to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and information to help you pursue your financial goals. We offer educational financial articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Lynco Financial & Tax Services, Inc., please contact us today.
 

Lynco Financial & Tax Services Inc. is also a  full service Accounting and Tax preparation firm located in Winter Haven, Florida.  Lynn has been offering her services to clients for more than three decades, first located in the New York/New Jersey area and then relocating to central Florida.
 

In addition to financial planning*, providing advice, insurance and investments* we specialize in income tax preparation and planning for individuals, small and medium size businesses, trusts and estates.  As an Enrolled Agent, Lynn also offers tax representation services.
 

Enrolled Agents (EAs) are federally licensed tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. EAs advise and represent taxpayers before the IRS who are being examined, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties.  EAs prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entities with tax-reporting requirements.
 

We welcome new clients and thank you for visiting our website.  It has been designed to share information about the firm, our staff, the services we offer and to be a helpful resource tool for our clients, friends and visitors to our site.

* These services are offered by Lynn Schmidt through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.

Please visit our Tax website at www.lyncotax.com.

Please visit our Accounting website at www.lyncoaccounting.com