The team around the work

You should know who is working on your financial life.

This is a small Campbell practice, which means the people who answer your questions are the people who know your history.

Warm professional office corner with reference binders and afternoon light

Lynda R. Boman, CPA

Founder

Master’s degree in taxation, B.S. in business management and accounting, and more than twenty years in the profession. She handles individual and small business taxation, nonprofit accounting, and audits or reviews of financial statements.

Read Lynda’s full profile
Photograph to be added

Team member

Role to be confirmed

Reserved for a current team member: real photograph, actual role, relevant experience, credentials, the work they handle, and one approved personal detail. No biography will be published until the individual approves it.

Photograph to be added

Team member

Role to be confirmed

Reserved for a current team member: real photograph, actual role, relevant experience, credentials, the work they handle, and one approved personal detail. No biography will be published until the individual approves it.

How responsibilities move through the firm

  • Who communicates with you

    Your first conversation is with the professional assigned to your situation — not a call queue.

  • Who prepares and reviews

    Preparation and review are separate steps. Lynda reviews tax and nonprofit work directly.

  • Who manages document requests

    Document lists are issued and tracked through TaxCaddy so you always know what is outstanding.

  • Who handles ongoing accounting

    Bookkeeping and accounting support continue between filing seasons, at your facility or at our office.

  • When Lynda becomes involved

    Whenever judgment is required: planning decisions, entity questions, nonprofit reporting, audits and reviews, and prior-year matters.

Want to know who you would be working with?

Ask Lynda