Karie kaufmann headshot

Lynn Crossman

schedule a free consultation

At Crossman and Company we believe in solutions. Call us so we can schedule an appointment.

credentials

contact

+1(510) 545-7787
lynncrossman@sbcglobal.net

PO Box 10923

Oakland CA 94610

bio

Karie kaufmann headshot

Originally I'm from the midwest, went to school in California and received an undergraduate degree in Accounting. After that, I passed the CPA exam and then the enrolled agent exam. I worked in public accounting for several years before transitioning to my current position. Currently, I teach lower division accounting, taxes, and QuickBooks at Laney College in Oakland. I love teaching and helping my students. For what it's worth, I think I was born a bookkeeper!!

q & a

What characteristics do your favorite clients share?

Organized and prepared clients are the easiest to serve. If you need help let us know so we can help you.

Why should a client hire you?

Each client is special and their situation is unique. We strive to deliver the best results in a reasonable time frame.

Describe a time where you went beyond expectations when working with a client.

During the course of my tax career, I have encountered complicated situations that required advanced research to resolve. In the end, it all works out but not without the additional due diligence.

education

Golden Gate University San Francisco, CA

Bachelor of Accounting

2000

experience

Laney College

Instructor
Oakland, CA

08/2008 - present

associations

Cal CPA / AICPA

Member since

exams

CPA

2003

Enrolled Agent

2005

business info

Crossman and Co., CPA

Let's get the job done!!

Established 2000

We strive to get the best results for what works for each client. Please call and schedule an appointment so we can discuss your situation.

hours of operation

Sunday closed
Monday 09:00 AM - 04:00 PM
Tuesday 09:00 AM - 04:00 PM
Wednesday closed
Thursday 09:00 PM - 04:00 PM
Friday 09:00 AM - 04:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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