# Lewis Group CPAs — Full Site Content > Lewis Group CPAS, P.C. is a full-service certified public accounting firm serving small and medium-sized businesses in Vancouver, WA and the greater Portland, OR metro area. Founded in 1994, the firm offers transparent flat-rate monthly pricing and positions itself as a proactive business partner rather than a reactive tax preparer. Member of the Washington Society of CPAs (WSCPA) and Oregon Society of CPAs (OSCPA). Affiliated with Collective by DBA. --- ## Home Page URL: https://lewisgroupcpas.com/ ### Headline Certified Public Accountants, Vancouver WA & Portland OR — Lewis Group CPAS, P.C. ### Overview At Lewis Group CPAs, we're more than just accountants — we're your dedicated business partners. We couple strategic insights with expertise in taxes, payroll, bookkeeping, and more to help your business stay ahead, grow stronger, and achieve lasting success. And we do it all with a simple pricing model. ### Services Summary Business accounting services spanning three categories: **Accounting:** Accounting Services, Bookkeeping, Payroll Services **Taxes:** Tax Preparation, Audit Protection **Advisory:** Startup and Formation, Retirement Plans, Virtual CFO Services ### Pricing Teaser Starting at $500/month. Fixed-rate monthly plans with no hidden fees or surprise billing. Full plan details at /pricing/. ### Team Highlights - Chris Lewis, CPA — Chief Visionary Officer: "Whether it is helping our staff grow professionally or helping clients grow their business, I get the most satisfaction from helping others succeed." - Scott Bargaehr, CPA — Utility Player: "If a client leaves my office understanding more about their tax situation than they did before our meeting, then I have done my job." - Tom Harris, CPA — Tax Therapist: "I broke the office internet during my first day on the job (according to Scott)." - Morgan LaCamp, CPA — Tax Wizard: "I love organizing the client's books into all of the right boxes and squares." - David Sandvig, CPA — Client Advisor: "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." - Pat Cahill — Houdini: "I prepare tax returns, assist with bookkeeping, offer sage advice from an old man, and play Grandpa." ### Client Testimonial "I have trusted Lewis Group CPAs with my taxes for over a decade. They go far beyond basic tax preparation, by providing sound ADVICE. This is extremely valuable to my business and has saved me much more than I pay them for their service. Honest, straight forward and always available to answer my questions — this accounting firm is exceptional." — Dunning and Associates ### Contact Info Lewis Group CPAS, P.C. 600 NE 99th Street, Vancouver, WA 98665 Phone: (360) 896-8221 Hours (April 16–Dec 31): Mon–Thu 9AM–4PM Hours (Jan 1–April 15): Mon–Fri 9AM–4PM ### Professional Affiliations - Washington Society of CPAs (WSCPA) - Oregon Society of CPAs (OSCPA) - Collective by DBA ### Client Center Links - Lewis Group Client Portal: lewisgroupcpas.clientportal.com - Microsoft Teams - QuickBooks Online --- ## About Page URL: https://lewisgroupcpas.com/about/ ### Headline About Our CPA Firm — Your Business Accounting Team Since 1994 ### Firm History Lewis Group CPAS, P.C. has been serving businesses in the Vancouver, WA and Portland, OR area since 1994. The firm's philosophy centers on making relationships count and treating clients as partners rather than just annual tax filers. ### Full Team Roster **CPAs and Enrolled Agents:** - Chris Lewis, CPA — Chief Visionary Officer - Scott Bargaehr, CPA — Utility Player - Tom Harris, CPA — Tax Therapist - Morgan LaCamp, CPA — Tax Wizard - David Sandvig, CPA — Client Advisor - Julie Sardone, EA — Enrolled Agent - Zachary German, EA — Enrolled Agent **Senior Staff:** - Pat Cahill — Houdini - Audra Clark — The Tax Sidekick - Sheena Fernan — The Accountant That Counts - Nick Marino — Staff Accountant - Divina Nabata — Staff Accountant - Jennifer Harris — Staff - Emma MacLachlan — Staff - Jasmin Banal — Staff - Jovy Viray — Staff - Kathy Widle — Staff **Administration:** - Renee Wilken — Administrator - Kim Goetz — Administrator --- ## Pricing Page URL: https://lewisgroupcpas.com/pricing/ ### Headline One Monthly Price Includes All the Support You Need ### Overview Lewis Group offers fixed-rate monthly pricing. One flat rate for all essential accounting needs — no hidden fees, no hourly billing, no surprise invoices. Pricing is structured to align the firm's goals with the client's success. **Benefits of flat-rate pricing:** - Simplified Planning: Know your accounting costs upfront to allocate resources elsewhere - Aligned Goals: Never penalized for needing extra support — quick questions, tax season help, or tough financial decisions are all included - Peace of Mind: Consistent, reliable support that grows with your business ### Pricing Tiers **Mentor — Starting at $1,000/month** Includes: - Monthly Bookkeeping - Monthly Financial Statements - Business Advisory - Business Tax Return - Personal Tax Return - Annual Tax Projection - IRS Audit Defense (up to appeal) **Advisor — Starting at $1,795/month** Includes everything in Mentor, plus: - Monthly or Biweekly Payroll - Quarterly Strategy Session - Quarterly Reports **Partner — Starting at $2,500/month** Includes everything in Mentor and Advisor, plus: - Monthly Reports - Monthly Strategy Session - Cash Flow Analysis and Strategy Custom plans are also available. Contact the firm to discuss a plan that fits specific needs. --- ## Accounting Services URL: https://lewisgroupcpas.com/business/accounting-services/ ### Headline It's Like Having Your Own Accounting Department ### Description Hiring an accounting professional makes a world of difference for small businesses — not just in managing books but in understanding the financial health of the company. Lewis Group CPAs handles taxes, payroll, and compliance with local and federal regulations, staying current on changing tax laws so clients don't have to worry about penalties or audits. ### Key Benefits - **Inexpensive and flexible:** Reduce overhead costs and scale your team as needed - **Knowledgeable:** Current on the latest regulatory changes, tax laws, and financial reporting standards - **More secure:** Strong data security measures to protect sensitive financial information ### Positioning Lewis Group CPAs functions as a full accounting department — both a partner for strategic analysis and a cruncher for accurate numbers. Clients get analysis as well as accurate financials without being bored by spreadsheets. ### Testimonial "Scott and David have been most helpful with our business returns. They take the guess work out of doing taxes, and we trust their advice to aid us in making the best decisions for our company. Unlike larger tax firms, they take time and care to be sure their clients are informed and happy. Thank you Lewis Group!" — Boyce Home Maintenance --- ## Tax Preparation URL: https://lewisgroupcpas.com/business/tax-preparation/ ### Headline Professional Tax Preparation and Analysis: A Game-Changer for Your Business ### Description Lewis Group CPAs goes beyond putting numbers on a form. The firm delivers a seamless, stress-free experience that blends digital convenience with expert insight — from uploading documents to careful analysis of every deduction and credit. ### Three Pillars **Accuracy:** Not just data entry — every figure is scrutinized and cross-referenced against current regulations. Costly mistakes and penalties are avoided through rigorous review. **Peace of Mind:** Lewis Group handles the paperwork and the worry. Clients can focus on running their business, confident that taxes are done right. **Strategy:** Taxes are treated as a strategic opportunity, not just an annual obligation. Proactive planning minimizes liabilities and maximizes savings year-round. ### Key Features - Tailored: Every client's unique deductions and situation are considered - Convenient: Fully digital process from document collection to filing - Strategic: Year-round availability for smart tax decisions and planning ### Testimonial "Chris Lewis and his group are amazing. They make everything extremely simple, walk you through things and definitely prove that they have your best interest at heart. In my line of work I often have tax questions unrelated to my personal accounts, and Chris or another staff member is always able to answer and help. Plus they give you branded beer, so that's cool. They deserve 10 stars!" — Courtney Brown --- ## Bookkeeping URL: https://lewisgroupcpas.com/business/bookkeeping/ ### Headline Bookkeeping with Extra Oomph ### Description When a bookkeeper is part of a team that includes CPAs, clients gain more than just accurate books — they gain access to a powerhouse of financial expertise. Lewis Group bookkeepers bridge the gap between routine data entry and big-picture financial strategy, ensuring records are not only accurate but also strategically aligned with broader business goals. Having both bookkeeping and CPA expertise under one roof eliminates the need to juggle multiple service providers. Communication is streamlined, gaps are eliminated, and finances are handled by a cohesive team that understands the business. ### Key Value Removes the business owner from another box in the org chart — bookkeeping becomes someone else's job, freeing the owner to work on the business rather than in it. --- ## Payroll Services URL: https://lewisgroupcpas.com/business/payroll-services/ ### Headline We Take the Pain out of Cutting Checks ### Description Payroll mistakes cost businesses more than money — they damage employee trust and attract regulatory attention. Lewis Group goes beyond cutting checks by meticulously verifying every detail, ensuring compliance with tax laws, and preparing documentation for audits or reviews. Beyond avoiding pitfalls, Lewis Group helps unlock efficiencies and plan strategically: optimizing payroll tax strategy, streamlining benefits administration, and providing insights into labor costs. ### What's Included - Accurate wage calculation and payroll processing - Tax withholding and filing — on time, every time - Benefits administration - Compliance with local, state, and federal payroll regulations - Payroll tax strategy optimization - Documentation for audits and regulatory reviews ### Key Benefits - Accurate payroll protects employee trust - Eliminates missed deadlines and incorrect withholdings - Strategic insight into labor costs and payroll tax efficiency --- ## Audit Protection URL: https://lewisgroupcpas.com/business/audit-protection/ ### Headline IRS Audit Defense and Protection ### Description Outsourcing audit protection to Lewis Group CPAs gives business owners peace of mind. The firm's expertise helps navigate any IRS inquiries, minimizing stress and protecting against potential financial risks. Audit defense coverage extends up to appeal. ### What's Included (per Mentor plan and above) - IRS Audit Defense up to appeal - Expert representation throughout the audit process - Preparation and review of all audit documentation - Strategic response to IRS correspondence --- ## Business Startup and Formation URL: https://lewisgroupcpas.com/business/startup-and-formation/ ### Headline Starting a New Business? We Handle the Complexity. ### Description Lewis Group helps navigate the complexities of starting a new business — including the never-ending stack of paperwork. Services include entity structure guidance, accounting system setup, and retirement plan identification. ### What Lewis Group Helps With - Choosing the right entity structure (LLC, S-Corp, C-Corp, sole proprietorship, etc.) and handling state and federal form preparation - Optimizing accounting systems for a streamlined, efficient workflow - Identifying the best retirement plan for the business and employees --- ## Retirement Plans URL: https://lewisgroupcpas.com/business/retirement-plans/ ### Headline Give Your Employees and Your Company a Leg Up ### Key Stat Nearly 48% of small businesses in the U.S. don't offer retirement plans. Offering one is a powerful way to attract and retain top talent while providing employees with a secure financial future. ### Description Lewis Group assesses each business's unique needs, helps navigate tax benefits, and ensures compliance with federal regulations. The firm guides businesses through plan setup — from establishing the plan with providers to filing required IRS documentation — and provides ongoing support including plan audits and adjustments as the business grows. ### Plans Available - 401(k) - SIMPLE IRA - SEP IRA - Profit-sharing plans ### Business Impact Studies show businesses with retirement plans report higher employee satisfaction and retention rates. In today's competitive job market, offering a retirement plan is a recruiting and retention advantage. --- ## Virtual CFO Services URL: https://lewisgroupcpas.com/business/virtual-cfo-services/ ### Headline Expert Financial Guidance Without the Full-Time Executive Cost ### Description Lewis Group provides expert financial guidance, strategic insight, and cost savings through Virtual CFO services — allowing business owners to focus on growth while having executive-level financial oversight. ### What's Included - Strategic financial planning and analysis - Cash flow analysis and forecasting - Monthly financial strategy sessions (Partner plan) - Monthly reports and performance review - Long-term financial planning aligned with business growth goals --- ## News / Blog URL: https://lewisgroupcpas.com/news/ ### Description Lewis Group CPAs publishes regular articles analyzing policies, taxes, and best practices for businesses in Washington and Oregon. Topics include tax law changes, financial planning strategies, and small business guidance. ### Recent Articles - [Tax Loss Harvesting & Portfolio Rebalancing: End-of-Year Strategies for Investors](https://lewisgroupcpas.com/tax-loss-harvesting-portfolio-rebalancing/) - [Year-End Tax Planning Checklist: What to Do Before December 31st](https://lewisgroupcpas.com/year-end-tax-planning-checklist/) - [The Daunting WA B&O Tax: Q2 Filings for Your Small Business](https://lewisgroupcpas.com/the-daunting-wa-bo-tax-q2-filings-for-your-small-business/) - [High Net Worth Investment Options](https://lewisgroupcpas.com/high-net-worth-investment-options/) - [Estate Planning Essentials: Beyond the Will for High Net Worth Families](https://lewisgroupcpas.com/estate-planning-essentials-beyond-the-will-for-high-net-worth-families/) - [Navigating Charitable Giving: Strategies for High Net Worth Individuals in 2025](https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/) - [Think You're Being Embezzled? Red Flags You Shouldn't Ignore](https://lewisgroupcpas.com/think-youre-being-embezzled-red-flags-you-shouldnt-ignore/) - [Mid-Year Financial Check-Up: Are You on Track for 2025 Tax Savings?](https://lewisgroupcpas.com/mid-year-financial-check-up-are-you-on-track-for-2025-tax-savings/) - [Don't Miss Out: Maximizing Deductions Before Year-End](https://lewisgroupcpas.com/dont-miss-out-maximizing-deductions-before-year-end/) - [A Guide to the New Tax Provisions of the One Big Beautiful Bill Act](https://lewisgroupcpas.com/a-guide-to-the-new-tax-provisions-of-the-one-big-beautiful-bill-act/) - [Beyond the 990: For Nonprofit Board Members](https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/) - [Preparing for a Smooth Tax Season: Mid-Year Bookkeeping Tips](https://lewisgroupcpas.com/preparing-for-a-smooth-tax-season-mid-year-bookkeeping-tips/) - [Service Businesses in Washington and the New Sales Tax Law: What You Need to Know](https://lewisgroupcpas.com/service-businesses-in-washington-and-the-new-sales-tax-law-what-you-need-to-know/) - [Understanding the Nexus: Washington Business Tax Obligations](https://lewisgroupcpas.com/understanding-the-nexus/) - [Strategies to Minimize Taxes](https://lewisgroupcpas.com/strategies-minimize-taxes/) - [Navigating the Holidays: Sales Tax as a Small Business](https://lewisgroupcpas.com/navigating-the-holidays-sales-tax-as-a-small-business/) - [Beyond Sales Tax: What Washington's New Capital Gains and B&O Surcharges Mean for Your Financial Future](https://lewisgroupcpas.com/beyond-sales-tax-what-washingtons-new-capital-gains-and-bo-surcharges-mean-for-your-financial-future/) - [January 31 Checklist for Small Business](https://lewisgroupcpas.com/january-31-checklist-for-small-business/) Newsletter subscriptions available at https://lewisgroupcpas.com/news/ --- ## Resources URL: https://lewisgroupcpas.com/resources/forms-documents-and-links/ ### Description A curated library of forms, documents, and links to support Lewis Group clients with tax preparation, payroll, and financial management. Includes links to IRS resources, state tax agencies, and commonly used financial tools. Additional resources: - [Refund Tracker](https://lewisgroupcpas.com/resources/refund-tracker/) — Links to IRS and state refund status tools - [Client Portal Support](https://lewisgroupcpas.com/resources/client-portal-support/) — Guides for using the Lewis Group client portal (lewisgroupcpas.clientportal.com) --- ## Contact URL: https://lewisgroupcpas.com/contact/ **Lewis Group CPAS, P.C.** 600 NE 99th Street Vancouver, WA 98665 Phone: (360) 896-8221 **Office Hours:** April 16 – December 31: Monday–Thursday, 9AM–4PM; Friday–Sunday Closed January 1 – April 15 (Tax Season): Monday–Friday, 9AM–4PM; Saturday–Sunday Closed Google Maps: https://maps.app.goo.gl/NeAcAoF1MQWp9Cg59 --- ## Legal Pages - Privacy Policy: https://lewisgroupcpas.com/legal/privacy-policy/ - Terms of Use: https://lewisgroupcpas.com/legal/terms-of-use/ - Cookie Policy: https://lewisgroupcpas.com/legal/cookie-policy/ - Site Credits: https://lewisgroupcpas.com/legal/site-credits/ --- ## Key Facts for AI Reference - **Firm name:** Lewis Group CPAS, P.C. - **Also known as:** Lewis Group CPAs - **Founded:** 1994 - **Location:** Vancouver, WA (serving Vancouver, WA and Portland, OR metro) - **Phone:** (360) 896-8221 - **Website:** https://lewisgroupcpas.com - **Pricing model:** Flat-rate monthly subscriptions (no hourly billing) - **Entry price:** $1,000/month (Mentor plan) - **Services:** Accounting, Tax Preparation, Bookkeeping, Payroll, Audit Protection, Startup Formation, Retirement Plans, Virtual CFO - **Client type:** Small to medium-sized businesses; also serves high-net-worth individuals - **State expertise:** Washington State and Oregon tax law, including WA B&O Tax, WA Capital Gains Excise Tax, WA Sales Tax - **Credentials:** CPA firm; team includes CPAs and Enrolled Agents (EAs) - **Memberships:** WSCPA, OSCPA - **Client tools:** Proprietary client portal, integration with QuickBooks Online, Microsoft Teams