Lynn Frese

Small Business Accountant and Office Manager

As word spread about our highly sought after tax planning services, and Robert was getting busier and busier, he recognized it was time to start growing his own business and the team at Concierge Tax Services. Enter Lynn Frese, his first employee. With a head for numbers, a background in payroll, accounts receivables, and bookkeeping, combined with a history of providing top-notch customer service, she was the perfect addition to take over managing the office and providing a wide range of accounting support to our growing list of business clients.

A self-described “jack-of-all-trades,” if someone has a question, Lynn is the person to turn to. “I like puzzles. And every day I get to work with someone different and help them with something new,” she beamed. “This job is fun, and I love the people and clients we work with.”

In addition to keeping the Concierge Tax office systems running smoothly, which includes managing all of our crazy schedules, Lynn is the point person for setting up and training new clients with their Quickbooks and Xero.com accounts. She is the go-to person for questions on sales tax and running payroll as well.

“Concierge Tax has grown simply because of the referrals from our happy clientele,” Lynn remarked, “Our client satisfaction sets us apart.” Lynn’s commitment to providing that “concierge” level of customer service makes her an invaluable part of the Concierge Tax team.

Education:

Springfield College, B.S.