Tax Expertise. Strategic Insight.
Personalized tax, financial operations, and strategic advisory services for individuals, businesses, and nonprofit organizations.
Meet Lindsay, MBA, EA
Lindsay is an IRS Enrolled Agent (EA) and experienced finance professional with an MBA and professional experience in both the United States and China.
With former CFO-level experience, she brings a broader perspective to tax work — understanding how financial decisions, business operations, accounting processes, and tax planning work together.
A Broader Approach to Tax
Tax preparation is more than entering numbers into a return. Every individual, family, and business has a different financial situation, set of priorities, and long-term goals.
We take the time to understand the complete picture, carefully evaluate available options, and provide practical guidance tailored to each client’s circumstances.
A Boutique, Client-Focused Practice
Lindsay Tax Consulting and Strategic Advisory was created as a boutique practice focused on thoughtful guidance, direct communication, and personal attention.
Whether working with an individual, a family, or a growing business, we approach each engagement with care, professionalism, and a broader financial and strategic perspective.