Job Title: Chief Visionary Officer
My favorite part of being a CVO is: Helping. Whether it is helping our staff grow professionally or helping clients grow their business, I get the most satisfaction from helping others succeed.
Office pseudonym: Head Honcho
On Friday I like to: During the school year Fridays are reserved for a date day with my wife Teresa. When the kids are out of school, we usually spend our Fridays by the pool or camping.
This one time, at Lewis Group..: I pitched the idea to only work 4 days a week after tax season. At first, this new idea was met with some skepticism. Once the idea was implemented, not only did our staff love having 3-day weekends for 8 months of the year, but we actually grew more that year than any year that we have been in business!
Word for the wise: “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” – Ferris Bueller
Lewis Group CPAs, P.C. is committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more.
Our success is directly related to the success of our clients. By providing careful, client-focused service to our clients, we are able to help each one achieve and exceed their monetary goals and financial objectives in tax preparation. In many cases, this simply means establishing some goals to begin with.
The history of Lewis Group CPAs, P.C. is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms.
Thanks to Loowit Brewing Company for the beer and Purta Studios Photography for the video. We love giving away beer each year to our amazing clients as a way to say thank you for your business!
Congress has recently passed significant changes to retirement savings law that will affect individuals, small businesses and employees, and could have a major impact on estate planning.
Oregon has implemented a new business tax effective 1/1/2020. This new tax is associated with doing business in Oregon and is unrelated to your annual income taxes.