Lynette holds a BS in accounting, and is an Enrolled Agent, enrolled to practice before the Internal Revenue Service. Over the last 3 decades, Lynette has focused on business accounting and taxation. She has worked with many clients in different industries including money management firms, medical, transportation, restaurants, real estate, and many other service industries. Her primary planning strategy for clients is legal tax savings and wealth preservation. Lynette was born and raised in the San Francisco Bay area. In her free time, she enjoys traveling, gardening, painting, and spending time with her family.