Lynn joined the firm in 2016 and has over 30 years of experience in tax planning and preparation for individuals, trusts and closely held businesses. Prior to joining the Firm, she worked for national and local CPA firms.
EDUCATION AND DESIGNATIONS
Lynn received a Bachelor’s Degree and Secondary Teaching Credential from the University of California, Berkeley; an Accounting Certificate from the UC Extension and a Master’s Degree in Taxation from Golden Gate University. She has earned the Personal Financial Specialist (PFS) designation from the AICPA.
ASSOCIATIONS AND COMMUNITY INVOLVEMENT
Lynn is a member of the American Institute of Certified Public Accountants, the California Society of CPAs (board director, East Bay Chapter) and Estate Planning Council of Diablo Valley (past president). She also serves on the John Muir Health Foundation Philanthropic Advisor Council.