With almost 30 years of tax preparation, business management and retirement planning experience, I have discovered that
1. in the grand scheme of things, tax season is ALWAYS just around the corner; and
2. most people are NOT fully and properly prepared for retirement, expected or unexpected changes in their lives.
I have also learned that business owners want to do what they do -- serve their clients not necessarily run their business -- so I focus on serving all aspects of their business and financial management needs.
My goal is to educate my clients on how to effectively and efficiently start, build and manage their businesses; amd how to properly and thoroughly prepare for financial upheavals today and tomorrow. Preparing all year long, I can assist with minimizing tax liabilities today and in retirement, as well as maximizing personal and business finances.
I also offer the convenience of a 'mobile' service so that instead of the client coming to me, I travel to the client to serve their tax, financial and business management needs. Even through the pandemic, I continued to offer my clients -- old and new -- personal touch services, while ALWAYS being mindful of social distancing and the realities, threats and potential costs of being wreckless in my service delivery.
Lastly, DISCOUNTS are offered to NEW clients and BONUSES to clients who refer my services to other paying clients.
Service is key. So, let's do business together.
Overview
Hired 78 times
Background checked
1 employee
27 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Venmo, and Zelle.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
2023
2022
Services offered
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Business size
Small (fewer than 10 employees)
Business stage
Mid-stage (2-5 years)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
49 reviews
5
98%
4
2%
3
0%
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0%
1
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Read reviews that mention:
Megan F.
Feb 21, 2026
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Hired on Thumbtack
Lynette was absolutely a pleasure to work with. She charges a little more than I initially wanted to pay, but let me say it’s worth extra amount. She is passionate about what she does, knowledgeable, thorough, and works quickly. I will only be using Lynette moving forward.
Individual Tax Preparation
Bridgett W.
Apr 16, 2025
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Hired on Thumbtack
I am extremely happy with service I received from Lynette. She was amazing. She was so knowledgeable and very helpful in guiding me on all of the things I needed to gather for completing my taxes. I sure will be using them again next tax season.
Individual Tax Preparation
Stephen T.
Apr 17, 2025
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Hired on Thumbtack
It was a pleasure working with KAI Global. Lynette was responsive, communicated effectively and was very knowledgeable about the tax code. As a bonus, she advised me on other ways to protect my assets and mitigate risk. I will definitely be reaching back out to her in the future!
Individual Tax Preparation
Alexis O.
Apr 3, 2025
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Hired on Thumbtack
I had a great experience with Lynette through this tax season. She expertly managed my diverse tax needs, making this whole process stress-free. Lynette was very professional and easy to communicate with, always providing clear guidance. Her attention to detail and deep understanding of tax laws, maximized my return and ensured accuracy. I highly recommend Lynette for anyone in need of a skilled and reliable tax preparer!
Individual Tax Preparation
Sarah M.
Oct 9, 2024
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Hired on Thumbtack
Lynette was very professional. She got the job done in the time she had said she would. She also caught some mistakes that had been made by the person who did my taxes before = saved me money. She was a pleasure to work with. In fact, I am going to continue working with her.
Thank you Lynette and thank you Thumbtack!
Individual Tax Preparation
Credentials
Background Check
Lynette Bryant
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
It is important to know that I will work very diligently to minimize the client's tax liability. I will ask as many questions as is necessary to make sure that the tax picture that is presented to Federal and State agencies are as accurate as possible and considers the client's specific tax situation. The fees that I charge are due and payable prior to releasing or filing final tax documents.
What is your typical process for working with a new customer?
My typical process for working with a new customer is to do an initial consultation to determine the specific needs of the client. Once the needs of the client have been realized, I give the client an estimate of the total cost of their tax preparation services so that they know up-front what to expect to pay. If the client chooses to move forward with me a Client Intake is completed and an appointment is made. During this time of COVID-19, the appointments are typically virtual. Document collection can take different forms. I collect documents by physically picking them up from the client, by mail, via email, or text. It typically depends on what is most comfortable and convenient for the customer.
What education and/or training do you have that relates to your work?
I have an Undergraduate Degree in Economics; a Masters Degree in Business Administration and a second Masters Degree in Science with a concentration in Financial Management. I have been serving the tax community for over 25 years and I have tax, retirement planning and insurance clients across the country.
