Thomas Tax & Legal Services
& Consulting
We will guide you through the complexities of tax, legal, and business growth issues with a positive outlook,
ensuring you can confidently move forward.
About Us
We are a boutique tax, legal, and business consulting firm. We specialize in helping individuals, families, and small businesses have their tax and legal issues become part of their past. We help our clients to grow their business, better understand what is involved and provide them with peace of mind.
About Lynn Thomas: She attended Wesleyan University then she worked for Arthur Andersen for almost four years as a tax attorney.
She was a Private Banker and then a Change Agent at Bank of Boston. She left and established her own consulting firm.
After she left Arthur Andersen, she kept current with the tax laws. At heart, she is a tax attorney; she always seeks ways for her clients to pay less taxes.
Lynn has had a small tax practice on the side for the past 40 years, working for family, friends and the people they referred her to. She has helped clients with their tax returns, Wills, Trusts, Health Care Proxies, Durable Powers of Attorney, articles of incorporation for their businesses, tax and estate planning, consulting on the best ways to grow their businesses, and family and business mediation.
She has enjoyed the variety and wants to expand her tax, legal, and business practice.
Our Commitment: We aim to make tax and legal matters more manageable and less daunting for our clients. You can overcome any tax or legal challenge with the right guidance and a positive attitude.
Services We Offer
Tax Consultation & Preparation
We can efficiently, expertly, and promptly complete your tax returns. Whether you're an individual, family, or a small business, we will provide expert advice and strategies to optimize your financial situation. We can also give you investment tax advice and can explain the tax implications of capital gains.
Estate Planning
We can advise and execute your Will, Living Trusts, Health Care Proxy, Personal Wishes Document, Revocable and Irrevocable Trusts, and Power of Attorney.
Tax and Retirement Planning
How much do you need to live after retirement, and how to have it available when needed? We can consult with you on budgeting and provide financial literacy coaching and recommend additional resources.
Business Growth Consulting
We help our clients to maximize their business growth, utilizing trends and tax advantages.We can discuss the advantages and disadvantages of establishing S Corps vs. LLCs, and the tax implications of business incorporation.
IRS Representation
Ms. Thomas will stand with you and be your advocate with the IRS to find the best resolution.
Why Choose Us?
Tax, Legal, and Business Expertise
Lynn M. Thomas, JD has practiced tax law for over 30 years. She has utilized her expertise to give her clients expert advice and peace of mind.
Personalized Service
We understand that every tax and legal situation is unique. That's why we take the time to listen to your specific needs and tailor our solutions to meet your requirements.
Positive Solutions
We approach each case positively and optimistically. We see opportunities where others see obstacles and work tirelessly to find innovative solutions to your tax problems.
Testimonials
Lynn worked with me to complete my estate plan documents. She was extremely supportive, knowledgeable and detail-oriented. Plus, she was simply a pleasure to work with.
~Lisa K
CONTACT US
Ready to resolve your tax, legal, and business issues?
Contact us today to schedule a consultation. Your brighter tomorrow starts here!