Job Title: Client Advisor
My favorite part of being a Client Advisor is: The most rewarding aspect of my work is connecting the dots for clients. Preparing a return is the byproduct of identifying tax opportunities within their personal and professional lives.
Office pseudonym: The Water Boy. The office water cooler is outside of my office. Anytime someone hears the pump running dry on the cooler they say, “Where’s that Water Boy? We are out of water!” Naturally, being a vigorous and strapping man, I kindly oblige and replace the empty water jug with a full one.
On Friday I like to: Spend time with my family. We love to cook and entertain, vacation in Maui, cycle, golf and watch college football. I am the proud “Papa” to five small little people that I love spending time with and spoiling. Happiness is being married to my best friend.
This one time, at Lewis Group…: I discovered Lewis Group has an incredible work culture. The environment engenders hard work, providing a high level of service to clients, continued learning, a focus on the now with a vision of the future, and family. It is a perfect place for me.
Word for the wise: “If an old dog won’t learn new tricks, he’s simply not trying hard enough.”
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.