ABOUT ME

I believe in the value of relationships. I view every client relationship like a partnership, and truly believe that my success is a result of your success. I take pride in giving you the assurance that the personal assistance you receive comes from my years of working in the financial industry.

I have worked alongside my financial advisor husband for more than 17 years, teaching me the importance of client relationships and how being devoted to giving personal attention helps build trust, understanding, and a stronger connection between individuals, which ultimately results in better service and satisfaction.

I am a CTEC Registered Tax Preparer, on my way to becoming an Enrolled Agent.

I am founder and owner of West Coast Tax Solutions based in Ventura, California

TRAVEL IS GOOD FOR THE SOUL!

When you travel you gain unique insights and experiences that allow you to better understand diverse perspectives and preferences. This newfound awareness helps you tailor your approach to meet your clients’ needs more effectively.

Work-Life balance is an essential part of my life.

Eric and I travel regularly and extensively. We feel that it is important to take time off to physically and mentally recharge.

Prioritizing our professional AND personal life increases both our productivity and motivation and we find that it strengthens our personal and professional relationships. This approach to life is key to long-term success and fulfillment.

West Coast Tax Solutions

670 E. Thompson Blvd. #D, Ventura, CA 93001

(805) 766–7881 call or text

(805) 643–6900 fax

Lynne@westcoasttaxsolutions.com