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Team

At Lynco Financial & Tax Services, Inc, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*Securities offered through HD Vest Investment Services®, Member FINRA/SIPC, Advisory services offered through HD Vest Advisory Services®, Insurance services offered through HD Vest Insurance Agency LLC, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000.

*Lynco Financial & Tax Services, Inc. is not a registered broker/dealer or registered investment advisory firm.

Lynn A. Schmidt

Lynn A. Schmidt, EA, CTC, CFS, CSA, ARA
CEO/Advisor


Lynn Schmidt is the CEO and Financial Advisor at Lynco Financial & Tax Services Inc. - a firm specializing in Income Tax Planning, Tax Preparation, Wealth Management and Financial Services - including Retirement Planning, Investment Management, Special Situations Planning, Business Planning and Estate Planning.

Lynco Financial & Tax Services, Inc. offers the expert tax planning techniques that only a Certified Tax Coach can provide.  With our unparalleled training and experience in the areas of Tax Planning, Retirement Planning, and Estate Planning, we have the ability to uncover hidden deductions and tax credits that will significantly reduce your taxes.  We diligently create personalized tax and retirement plans to significantly reduce tax liabilities and protect income for highly successful business owners, attorneys, doctors, dentists, veterinarians, and high net worth families.  How do we do it?

Caring for Your Financial Health

Our process is similar to that of a medical doctor. When your body is hurting, your doctor looks at your medical history, makes a diagnosis, and then gives you a prescription to correct the problem and make you feel better. 17When you come to Lynco Financial & Tax Services, Inc. because high taxes are causing you pain, we look at your financial and tax history, make a diagnosis, and implement tax saving strategies that reduce your taxes and make you feel much better.  In addition, Lynn will guide you down your own retirement path, so you can pursue your future dreams and goals.

Lynn Schmidt is an experienced Tax Advisor, Accountant, and knowledgeable Financial Strategist and Wealth Manager who loves interacting with a variety of families and successful business owners to turn complex tax laws into understandable strategies and works with you to ensure your family’s financial future. Lynn utilizes her specialized training to develop proactive strategies for individuals and business owners to help you KEEP more of what you make and SAVE more of what you keep! Lynn can make the tax code work in your favor and take advantage of every available tax break and legal loophole!

As the founder and owner of Lynco Financial & Tax Service, Inc., Lynn has been in the tax planning business for over 35 years, and the Wealth Management and Financial Services business for over 20 years.  She helps her clients save tax dollars and pursue dreams for their financial future. She is a tax and financial problem solver who helps people find resources they may not have realized were available to them. She’s like a tax and financial doctor, in that she meets with clients, takes a financial health history, does the necessary research, makes a diagnosis, and prescribes a plan of action to help you pursue your financial goals and what is important to you, your family and your business. Lynn will help you choose, structure, and manage strategies that will help you reduce your taxes. It is her goal to help you make well-informed decisions regarding your finances and emphasizes the need for plan adjustments and tax reduction strategies as your goals and needs change.

Lynn brings degreed accounting experience to her clients along with accreditation as an Enrolled Agent - a federally licensed tax professional. She is also a Certified Tax Coach, Financial Strategist, Wealth Manager, Insurance Consultant, Certified Fund Specialist, Certified Senior Advisor, and Accredited Retirement Advisor. Lynn collaborated with top tax advisors from around the country to publish a book, “The Tax Detective: Uncovering the Mystery of Small Business Planning.” In April 2015, the book made four (4) best-seller lists and hit #1 on three (3) of them.

Lynn believes in educating clients as to their opportunities and works with them to help them experience what they value most in life by making smart choices about their money. How is this done? It begins with strategic tax planning! Lynn performs an in-depth analysis and, then, tax reduction and financial or retirement planning strategies are implemented. Lynn’s motto? “You are the captain of your ship; let Lynn be your navigator”. She utilizes tested strategies (right from the IRS rules and regulations) that have helped business owners and taxpayers save thousands of tax dollars every year.  Tax dollars saved today can provide added leverage for your financial future!

Professional Designations

EA- Enrolled Agent
CTC – Certified Tax Coach
CFS- Certified Fund Specialist
CSA- Certified Senior Advisor
ARA - Accredited Retirement Advisor
FNTPI - Fellow National Tax Practice Institute

Affiliations

ACAT - Accreditation Council for Accountancy and Taxation
SCSA- Society of Certified Senior Advisors
AICTP – American Institute of Certified Tax Planners
FUBA – Florida United Business Association
NAEA- National Association of Enrolled Agents (1997-2015)
NSA- National Society of Accountants (1994-2015)
PASBA - Professional Association of Small Business Accountants (2011-2018)
FSA- Florida Society of Accountants (1994-2015)
FSEA- Florida Society of Enrolled Agents (1997-2015)

Lynn can be reached at (863) 295-9895 or at [email protected]

FL Department of Insurance License #A299967.

View Lynn A Schmidt's profile at https://licenseesearch.fldfs.com/ and insert License #A299967.


Specialties: Enrolled Agent, Certified Tax Coach, Certified Fund Specialist, Certified Senior Advisor, Accredited Retirement Advisor, Fellow - National Tax Practice Institute

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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