Our Story, Vision, and Competitive Edge
Founded in 2024 by Lynne T Yu, CPA, our firm was built on a foundation of unwavering dedication to client success—a principle that continues to drive our growth.
We view every client as a long-term partner. Your goals are our goals, and we’ll be with you every step of the way. Our commitment doesn’t end with preparing a tax return—we’re here to truly understand your needs, uncover opportunities, and work side by side with you to achieve lasting success.
We’re continuously striving to bring in talented professionals who share our passion for exceptional client service. Our team goes beyond the numbers to deliver thoughtful, personalized strategies that make a real impact.
We guarantee that all tax return preparation is handled in-house—never outsourced. Every return is prepared by our experienced local team, ensuring the highest level of quality, confidentiality, and personalized service. You can trust that your information stays secure and your needs are understood by professionals who know you and your business.
As a boutique CPA firm, we offer the personalized attention and value you deserve, along with the technical expertise typically found at the nation’s top firms. Your success is our success—and we’re invested in it.
About Founder – Lynne T Yu, CPA, CFP, MST
Lynne is the founder and managing partner of Lyntax Group, where she brings over 13 years of specialized experience in tax compliance and strategic planning for high-net-worth individuals, families, and their closely held entities.
Lynne earned her degree in Accounting and Finance from the D’Amore-McKim School of Business at Northeastern University, and later completed her Master of Science in Taxation to deepen her expertise in the ever-evolving landscape of tax law.
Her career has spanned top regional accounting firms, global accounting firm PricewaterhouseCoopers, and boutique private wealth and family office environments. This breadth of experience has given her a rare perspective on the intricate tax needs of affluent clients, entrepreneurs, and multi-generational families. Known for her precision, strategic thinking, and client-centered approach, Lynne thrives on helping clients navigate complex tax matters with clarity and confidence—whether it’s planning for generational wealth transfer, entity structuring, or charitable giving. To enhance the client experience and increase operational efficiency, Lynne is committed to developing and adopting innovative technologies that streamline service delivery and bring greater transparency and insight to the tax planning process.
Outside of her professional life, Lynne is a passionate advocate for children and animal welfare, supporting charitable organizations close to her heart. Her values of service, compassion, and integrity are at the core of everything she does—both personally and professionally.
At Lyntax Group, all partners and colleagues are committed to building lasting relationships and delivering thoughtful, tailored solutions that empower clients to achieve their financial goals with peace of mind.