Lynn Wubbels

A Trusted Partner for Your Financial Success

At Wubbels and Duffy, CPAs, RLLP, we believe in empowering individuals and businesses to achieve financial stability and success. We are your trusted partners in navigating the complexities of the financial landscape and achieving your financial goals.

What Sets Us Apart?

Our team of experienced professionals offers a personalized approach to financial planning, tailored to your unique needs and aspirations. We prioritize clear communication, open collaboration, and ongoing transparency throughout the process. We believe in building lasting relationships with our clients, ensuring your financial security and peace of mind.

Our Expertise

Our comprehensive services span across various areas, encompassing the following:

Individual Services

• Personal Financial Planning: Secure your financial future through comprehensive planning that covers budgeting, investments, retirement planning, and estate planning.
• Retirement Planning: Optimize your retirement accounts, maximize contributions, and plan for a comfortable future.
• Estate Planning: Ensure your assets are protected and your wishes are fulfilled through sophisticated estate planning documents.
• Elder Care: Navigate the complexities of elder care planning and ensuring proper care for your loved ones.
• Wealth Management: Build and protect your wealth through strategic portfolio management and risk mitigation.

Business Services

• Small Business Accounting & Tax Services: Streamline your accounting processes, ensure accurate financial reporting, and minimize your tax burden.
• Payroll & Part-Time CFO Services: Gain peace of mind with reliable payroll management and strategic financial guidance.
• Business Valuation & Advisory Services: Make informed decisions about business operations, mergers, and acquisitions.
• Succession Planning: Ensure the smooth transfer of ownership and continuity of your business.

Our Values

Our guiding principles are anchored in:

• Integrity: We adhere to the highest ethical standards and maintain confidentiality.
• Professionalism: We deliver reliable and timely services with meticulous attention to detail.
• Client-Focusedness: We prioritize your needs and actively collaborate with you.
• Innovation: We embrace advancements in technology and financial knowledge to offer you the best solutions.