A manager in Gunnip’s tax department, Lynn has a reputation for excellent attention to detail, strong organizational and management skills and dedicated relationships with her clients. Lynn is involved in all areas of taxation including strategic planning, research, analysis and review of returns for the firm’s clients, including individuals, estates, trusts, small and large privately-held companies, public corporations and nonprofit organizations.
Lynn brings more than 25 years of diverse experience, primarily in the Wilmington area. She initially chose a career in public accounting because of the diverse opportunities for challenging work, and now values the relationships she has developed. “I really enjoy meeting with my clients to learn what their aspirations are and what concerns they have, then working with the client and their other advisors to develop a plan to help them meet their goals. It’s incredibly rewarding to be a part of their success.”
While she enjoys all aspects of taxation, Lynn is partial to widows and widowers. Helping them navigate the estate administration and tax compliance issues they face is something she takes very seriously. These clients are already dealing with grief and loss, they need an advisor they can rely on who has been through the process, and can help guide them through a difficult process.
Following are examples of Lynn’s recent accomplishments:
- Reviewed prior year returns for new clients and amended the returns resulting in tax savings for the client.
- Identified assets that were overstated on estate tax returns and worked with attorneys to amend the returns resulting in significant tax savings for clients.
- Identified assets that were not reported on estate tax returns and worked with the executors to track the assets down during the estate administration process.
Outside of work, Lynn enjoys spending time with her husband and three children, as well as gardening, reading and traveling.
Experience is the Difference®