Job Title: Tax Specialist
My favorite part of being a Tax Specialist is: I appreciate that I do something different every day, and working with a great team.
Office pseudonym: All things AWESOME.
On Friday I like to: I love to travel with my husband. We enjoy going to Hawaii each year. My husband road races motorcycles, so we travel to multiple locations during the summer in our toy hauler.
This one time, at Lewis Group…: I walked out from my back office to the front of the office and a client was standing there, patiently waiting to be served. No one had heard the client enter the building! My husband is a security system specialist, so I called him up and he got our system setup to beep every time someone comes in the front door!
Word for the wise: “Yesterday is history, tomorrow is a mystery, but today is a gift.”
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.