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Lynn E. Smith - Enrolled Agent
Lynn@smithofficesolutions.net
Lynn E. Smith has over 20 years of experience serving business and individual tax clients with a personal touch. Lynn passed the examination to become an Enrolled Agent in 1989 and owned a tax and bookkeeping practice in San Jose, CA for 12 years during the 1980s and 1990s. In 1998, she successfully sold the practice to pursue a passion for sailing. Since 2000 until embarking on the creation of SOS, Lynn was a valuable member of a well-known East Bay CPA firm which specializes in construction accounting. She has been a certified trainer for The American Contractor software (www.maxwellsystems.com ) since 2003 and has participated in the Authorized Associate Program for Sage Master Builder (www.lcc-mb.com) since 2005. Lynn's specialties include:
- Individual, business and trust tax preparation, planning and representation
- Construction industry software training, implementation and support;
- General bookkeeping services, including vast knowledge of QuickBooks;
- Temporary or permanent periodic Controller;
- Guidance and clean-up during accounting software conversions;
- In particular, provides special personal service to businesses and individuals with a
keen eye for detail.
Lynn is a member of the California Society of Enrolled Agents (CSEA). www.csea.org

Summer Smith - QuickBooks Pro Advisor
Summer@smithofficesolutions.net
Summer Smith has over seven years of experience with QuickBooks and construction company bookkeeping and office management. Before embarking on her own career, and during her high school years, Summer worked for her mother's (see Lynn's bio above) service company. She successfully learned how to prepare bookkeeping records for small business and was a valuable asset to that organization. When clients asked if she was going to follow into her mother's footsteps, her response would be "Ill never be a bookkeeper." Well, DNA is stronger than teenage rebellion, and Summer found her successful niche in the business world as a bookkeeper and office manager for small construction companies. Summer is now excited about coming full circle and combining her early public service experience with her knowledge of private company business management to provide excellent service to small businesses.

Laurel Smith - Office Manager
Laurel@smithofficesolutions.net
Laurel Smith has approximately eight years experience in the customer service, general office, and desktop publishing fields. She is the most recent addition to the Smith family, as she and Jake married in May of 2007. While she was younger, she also worked as an assistant for her mother who is an Accounts Payable Supervisor in Morgan Hill,California. During her time in that position, she also swore she would never become professionally acquainted with the accounting and tax fields. While testing her skills as a teenager in retail, telemarketing and restaurant services, she finally settled into a general office environment in the past few years. Laurel is enthusiastic to be able to take her combined experiences to the next level to give exceptional and dedicated support to the general public once again.

Jake Smith
Systems Coordinator/Document Services Manager
Jake@smithofficesolutions.net
Jake Smith has over ten years of customer service experience. He is currently a tax preparer, member of the Richmond Chamber of Commerce, member of the Point Richmond Business Association, and manager of the new SOS Document Services division.
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