> Lynn Henley

Lynn Henley

  • Advisor Type: CPA
  • Firm: Tandem LLP
  • Location: Pacifica, CA
  • Years of Industry Experience: 22
 

Description

Extensive experience providing tax compliance and consulting to high-net worth individuals, small businesses and tax-exempt organizations. Experienced with the utilization of charitable vehicles to minimize income and estate taxes. Committed to client service and to providing a quality product at a fair price.

Areas of Expertise

  • IRAs/401k
  • Small Business Planning
  • Tax Planning and Preparation
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Fee-only planning
 
 
 

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

Not currently registered

Not currently registered

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