About Us

Our Firm

LINZA means a “lens” and we take it literally: our team looks at YOUR case with a huge lens, to ensure that 1-nothing is missed and 2- that you get the BEST VALUE possible and pay the LEAST tax, legally.

In addition to being CPA-board certified, we are management trained (MBA). We know how a successful business should operate & help you navigate through difficult periods with our robust CFO service packages.We are QuickBooks ProAdvisors and will help you utilize the best accounting software for your business.

Finally, we are completing our certification with American Institute of Certified Tax Planners and are getting our Certified Tax Coach (aka Certified Tax Planner) badge soon, and will be a part of an elite group of CPAs, who utilize the best tax strategies to put tax money back in your pocket.

Essentially, we make you a better YOU.

Our Team

At LINZA We Are Building Lifelong Client Relationships

Our small team of professionals works with businesses, sophisticated individuals and interesting and complex tax and accounting situations. We have great experience working with some of the world’s most amazing CEO’s on cash projections, working capital and financial strategy to make sure that you think about PROFIT FIRST, that you are at the top of YOUR game, all the time. We enjoy engaging on a new project and making it right, any way you twist it.

We value and respect our Team and ask for our clients to do the same. Our high-end systems help us make sure that we provide the best service possible to every Client. While we grow, we recruit top talent whereever they are, since our practice is transitioning into a boutique virtual and almost paperless operation. Certainly, we still meet our clients in person as needed, but the idea is to value your time, and ours, and be productive and efficient, so that everyone can spend more time with their Families. Therefore, we adopted a Communication system, see below.

COMMUNICATION

Our team members are trained to check email and voicemail twice per day – around 10 am & 2 pm – then respond according to the following Chart’s Priority System. Please be sure to use the appropriate ICON (letter) in the Subject Line of your communication with us:

 

Emergency Text Access

For our Unicorn Packages, you are provided with a mobile # for the purpose of communication that can’t wait until 10 am or 2 pm each day. Text “E” Only (or brief non confidential description), then Tatiana or her available team member will respond to you at their earliest.

Phone and Web Meetings

Our team will make every effort to conduct verbal communications via telephone or Web Meeting at designated times as scheduled. Managers will be generally unavailable on the spur-of-the-moment via telephone unless they are working on a designated client project and the client is calling to provide requested information regarding that project. This is done to ensure that all of us are productive, efficient and provide the best quality of service to every client.

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