Lynne Marcus
Certified Public Accountant
License: AC43994
Who We Work With
Lynne Marcus operates a Certified Public Accountind (CPA) and Certified Financial Planning (CFP) practice based in Boynton Beach, serving individuals, families, and owner-operated businesses across the Palm Beaches - West Palm Beach, Palm Beach, Palm Beach Gardens, North Palm Beach, Jupiter, Wellington, Delray Beach, Boca Raton, and the communities in between. We handle tax preparation and planning, monthly bookkeeping, payroll, and the business questions that come up between filings. Work stays with Lynne year-round: the same CPA prepares your return, answers your July email, and knows your situation before you explain it again.
Most Tax Savings Are Decided Before December 31
By the time your documents arrive in March, the year is closed and the options are gone. The work that actually changes what you owe - entity structure, owner compensation, timing, retirement contributions - happens while there is still time to act on it.
Are You Paying Yourself The Right Way?
If you own an S-corporation, the split between salary and distributions changes your tax bill and your audit exposure. It is worth reviewing annually rather than setting once and forgetting. We look at it every year as part of planning, not at filing time.
Are Your Books Ready To Make Decisions From?
Books kept for the tax return and books kept for running a business are different things. Current, reconciled monthly financials tell you your real margins, your seasonality, and whether you can afford the hire.
Do You Know What You Owe Before It's Due?
Quarterly estimates that are guessed at produce either penalties or an interest-free loan to the government. We calculate them from actual results and adjust as the year goes.
Behind On Filings Or Holding An IRS Notice?
Un-filed returns and IRS letters get more expensive with time, not less, and most have more resolution options than people expect. The first conversation is free and usually clarifies the situation quickly.
How We Help
Year-round work, not just a return in April. Every engagement starts with a conversation about what you actually need.
- Tax Preparation & Planning - Federal and Florida returns for individuals and businesses, with planning conversations before year-end rather than after.
- Bookkeeping & Accounting - Monthly books, reconciliations, and financial statements you can actually read and use to make decisions.
- Business Advisory & Consulting - Entity structure, cash flow, owner compensation, and the questions that come up between filings.
- Payroll Services - Payroll processing, filings, and deposits, kept current so nothing lands as a surprise notice.
- IRS Problem Resolution - Unfiled returns, back taxes, notices, liens, and payment arrangements with the IRS and the Florida Department of Revenue.
- Entity Formation & Startup Accounting - Choosing and forming the right entity, setting up your books, and getting the first year right.
- Audit & Assurance -
Where We Work
Our office is in Boynton Beach, and we work with clients across Palm Beach County: West Palm Beach, Palm Beach, Palm Beach Gardens, North Palm Beach, Juno Beach, Jupiter, Tequesta, Wellington, Royal Palm Beach, Lake Worth Beach, Boynton Beach, Delray Beach, and Boca Raton. In-person meetings are welcome at the office, and most clients use a mix of in-person and remote - secure document upload, video calls, and phone, whichever suits the week.
Industries We Know Well
- Small Business - Owner-operated companies that need books, payroll, and a CPA who answers the phone.
- Real Estate & Property Management - Rental schedules, depreciation, 1031 questions, and entity structure across multiple properties.
- Medical & Dental Practices - Practice purchases, equipment depreciation, and owner compensation planning.
- Restaurants & Hospitality - Tip reporting, sales tax, and margin-level bookkeeping in a thin-margin business.
- Professional Services & Consultants - Entity choice, quarterly estimates, and home-office and travel substantiation.
- Nonprofits - Form 990, restricted fund tracking, and board-ready financials.
Why Clients Choose A Small Firm
You work with Lynne, not a rotating team. The person who prepares your return is the person who answers your questions in August.
Year-round contact, not seasonal. Planning conversations happen before December 31, when they can still change the outcome - not in April, when they can only describe it.
Local, and staying that way. One office in Boynton Beach, 30 years in the county, and clients we have worked with for 30 years. We are not a seasonal storefront and not a national chain's branch.
We tell you when you need someone else. Some work belongs with an attorney or a financial advisor. We say so and coordinate rather than guessing at the edges of our lane.
What Working Together Looks Like
1. Free 30-minute consultation. We talk through your situation, what you need, and whether we're a fit. No charge, no obligation.
2. Documents, securely. You upload through our client portal, or bring them in. We send a checklist so nothing is missed.
3. Preparation and review. We prepare the work, then walk you through it together before anything is filed - including what we'd do differently next year.
4. Filing and forward planning. We file, you get copies, and we set up whatever needs tracking for next year: estimates, bookkeeping cadence, planning dates.
What Clients Say
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Next Deadline
Recent Articles
Frequently Asked Questions
How much does a CPA cost in Palm Beach County?
Fees depend on complexity, not on hours in April. We quote before starting any work, so there are no surprises, and most clients on recurring services pay a flat monthly fee rather than hourly billing.
Do I need a CPA or just a bookkeeper?
A bookkeeper records what happened; a CPA interprets it, files the returns, and can represent you before the IRS. Many small businesses need both, and we often handle the bookkeeping and the tax work together so nothing gets lost in the handoff between two providers.
Does Florida have a state income tax?
Florida has no personal state income tax, which is why many people are surprised by what they do owe. Businesses may still face Florida corporate income tax, sales and use tax, reemployment tax, and tangible personal property tax, plus all federal obligations.
What documents do I need for my tax return?
Generally: last year's return, all income forms (W-2, 1099, K-1), mortgage and property tax statements, charitable receipts, and records of any major purchase or sale. Business owners add year-end financials and payroll reports. We send a checklist tailored to your situation before you start gathering.
Can you help if I haven't filed in a few years?
Yes, and this is more common than people think. Unfiled returns are usually solvable, often for less than clients fear, and there are established options for payment arrangements and penalty relief. The situation typically gets more expensive the longer it waits, not less.
How do I switch accountants mid-year?
Straightforwardly. You request copies of prior returns and your bookkeeping file from your current provider, we review them, and we take over from the current period. There is no need to wait for January, and switching mid-year often means we catch things before the filing deadline rather than after.
Let's Talk Before The Deadline, Not After
A 30-minute conversation is free, and it's usually enough to tell you whether we can help and what it would cost.