Lynne Marcus, CPA, CFP, holds a BA in Accounting from Queens College and an MBA in Finance from St. John's University and a Certified Financial Planner designation from the College for Financial Planning.. Ms. Marcus holds an insurance license. Ms. Marcus began her accounting career with Price Waterhouse and Co., in their Small Business Department. She has worked in both large and small companies including Citibank, Western Union International, and the New York City Board of Education. Her experience includes banking, real estate, service and retail organizations. Lynne is currently president of the Florida chapter of the National Conference of CPA Practitioners and Secretary of their national organization. In her current practice, Ms. Marcus offers computerized accounting and bookkeeping services, tax planning, budgeting, estates, and trusts. Lynne is also a frequent guest speaker and lecturer on these subject areas. She has spoken at the New York State Society of Certified Public Accountants, Citibank, Chase Manhattan Bank, Chemical Bank and Key Bank as well as Fortune 500 Business and Professional Women and other charitable, fraternal and professional organizations. Ms. Marcus held the title of Adjunct Professor at Queensborough Community College, Adelphi University and Nassau Community College where she taught Accounting and Auditing courses. She was on their advisory counsel for the Foundations Program and was the 1992-1994 Chairperson for the NYS Society of CPA's, Nassau Chapter - Personal Financial Planning Committee. Lynne was a Board Member of the Gold Coast Chapter of the Financial Planning Association. Lynne is a member of the major Accounting and Financial Planning professional organizations, The National Honor Society in Economics and The International Who's Who. She has been quoted and has written articles in the "New York Times", "Money Magazine", "Personal Financial Planning Magazine" the "Women's Record" and several local publications. She was listed in "Who's Who in America ", Who's Who in the East" and the International Edition of "Who's Who in Business and Professionals."
Lynne Marcus, CPA, CFP provides financial services to meet all your needs from filing taxes to helping you plan for your retirement. With over 30 years of experience, her clients will tell you that the difference with Lynne is that she will advise you of the tax accounting implications of your decisions.
As a Certified Public Accountant (CPA), licensed in Florida and New York, she takes care of all your accounting needs whether you need a tax accountant, business accountant or corporate accountant.
Lynne started as an accountant which is unique among financial planners. Financial planners who are also accountants are unusual. Lynne's clients benefit from a more comprehensive group of services than most accountants or financial planners. She recognizes that each client's situation is different and therefore takes the time to understand her client's business and/or lifestyle, learning about their present financial fitness as well as their goals, dreams. This understanding helps her to build the best possible solutions. Finally, she feels it is important that clients understand the choices they make. She will educate them on making sound financial decisions. And with the constant changes in the markets, tax laws and other financial considerations, Lynne advises her clients when these changes impact their financial future. Watching over her clients' interests, guiding and explaining options is an ongoing service she provides. With clients across the country and with offices in Florida and New York, Lynne is also current in state tax regulations.
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- Licensed in Florida and New York
- Certified Public Accountant (CPA)
- Masters of Business Administration (MBA)
- president of the Florida chapter of the National Conference of CPA Practitioners
- Certified Financial Planner (CFP)
- The National Honor Society in Economics
- BA in Accounting from Queens College
- The National Honor Society in Economics and The International Who's Who.