Campbell Tax and Accounting Guidance
Lynda doesn’t just prepare the return. She explains it.
Lynda Boman, CPA, and her Campbell team help individuals, families, business owners, and nonprofit leaders understand what the tax rules mean, what needs attention, and what should happen next.
Complex work. Clear explanations. A team that knows your history.
Where the conversation starts
The tax form is usually the last part of the story.
A new job, growing business, property transaction, family change, inheritance, retirement decision, or new responsibility can reshape a tax return long before filing season begins. The right conversation starts with what changed.
Life Became More Complicated
For individuals and families managing income changes, investments, property, retirement, inheritance, or other significant events.
Start hereThe Business Needs Better Support
For owners who need accurate accounting, tax preparation, planning, or a more organized financial process.
Start hereA Nonprofit Has More Responsibility
For nonprofit leaders balancing financial stewardship, reporting requirements, governance, and tax compliance.
Start hereSomething From a Prior Year Needs Attention
For clients with questions about an earlier return, missing information, a notice, or another unresolved tax matter.
Start here
Meet Lynda
Tax knowledge matters most when someone can explain it.
Lynda Boman founded Boman Accounting Group after building deep experience with individuals, small businesses, and nonprofit organizations. She holds a B.S. in business management and accounting and a master’s degree in taxation, and she has worked in accounting for more than twenty years.
Her nonprofit work goes beyond returns — she performs audits and reviews of financial statements to help organizations reach their goals. And she has an outgoing personality that is not always seen in this profession.
Meet Lynda“I believe that accounting is a long-term learning process, mainly accomplished through experience. I love sharing my knowledge with others to help them achieve their goals, and understand the importance of their financial health.”
How the work is done
Understand the issue before choosing the answer.
- i
See the Full Picture
Review the return, records, entities, prior decisions, and current circumstances together — not one page at a time.
- ii
Explain What Matters
Separate the meaningful tax and accounting issues from complexity that does not change your outcome.
- iii
Make the Next Step Clear
Define what is needed, who is responsible for it, and when the work should happen.
Services
The expertise you need—without a maze of service pages.
Individual Tax Preparation and Planning
Tax guidance shaped around the person, family, property, business interests, and life changes behind the return.
Small Business Tax Preparation and Planning
Accurate records, business-return preparation, ongoing accounting support, and planning conversations for owners.
Nonprofit Organizations
Accounting, reporting, tax, and audit or review support for nonprofit organizations.
Estates and Trusts
Support for families and fiduciaries handling estate and trust filings and the decisions around them.
The team around the work
You should know who is working on your financial life.
A small firm means your questions are answered by people who remember last year’s return. Lynda reviews tax and nonprofit matters directly, and stays involved wherever judgment is required.
A modern client experience
Personal service should not require chasing paperwork.
The firm uses TaxCaddy so document collection is organized, secure, and easy to follow from anywhere. Technology organizes the relationship — it does not replace the conversation with the Boman team.
Secure document collection
Returns, records, and statements are uploaded to a protected account rather than sent as email attachments.
Organized tax requests
A clear list of what is needed, so nothing is guessed at and nothing is asked for twice.
Electronic signatures
Sign authorizations without printing, scanning, or a trip to the office.
Mobile document capture
Photograph a form with your phone and it lands in the right place.
Status communication
See where your return stands and what the office is waiting on.
Less email, more clarity
Sensitive documents stay out of inboxes where they do not belong.
How an engagement begins
Four steps, in plain order.
- 1
Tell Us What Changed
Complete a short inquiry describing the tax, accounting, business, or nonprofit situation.
- 2
Meet the Right Person
The team identifies the professional best suited to review the need.
- 3
Share Information Securely
You receive instructions for providing returns and records through TaxCaddy — never the public form.
- 4
Understand the Scope
Review responsibilities, timing, fees, and what should happen next before work begins.
Campbell, California
Clear tax guidance from the heart of Campbell.
The office sits on Union Avenue, in the heart of Santa Clara County. Campbell is part of Silicon Valley without behaving like it — a walkable downtown, long-standing neighbors, and the original home of eBay.
Clients come from Campbell and the surrounding Santa Clara County communities, and the firm is qualified to prepare returns for all fifty states. Accounting work can happen at your facility or at our location.
One-to-one service is what makes this firm different from the large downtown San Jose offices.
Client experiences
Referrals are the cornerstone of this practice.
The firm relies on satisfied clients as its primary source of new business. Referrals are both welcome and sincerely appreciated.
This space is reserved for client experiences the firm has confirmed and approved for publication. No star ratings, review totals, or satisfaction figures will appear here unless they are verified.
You don’t have to arrive knowing the right tax question.
Tell Lynda what changed. The Boman team will help identify what matters, what information is needed, and where the conversation should begin.