Job Title: Payroll Maestro and Tax Preparation Guru
My favorite part of being a payroll and tax professional is: My stubbornness is an asset. I just cannot seem to let go of a project until it’s done to my satisfaction. That is true whether it is a recipe from my kitchen, the next level of Mahjong or a pile of tax returns just waiting for me to start on them. Of course, my stubbornness has also gotten me into trouble a few times but I’ll never admit that out loud.
Office pseudonym: Her Royal Highness, Queen Nancy
On Friday I like to: Play with my grandkids, work in the garden, and spend time with my husband and family. The grandkids range from teens to babes and are a lot of fun. We like to play outside, water the garden (and each other) and have sleepovers. My hubby and I like to take short road trips on the long weekends and have driven as far as San Jose, CA just to visit my Auntie for a weekend. My gardens have produced more food than our family and neighbors could eat. I guess I will need to scale back some for next year or find more hungry neighbors. If only I could grow candy…that would make the kids happy.
This one time, at Lewis Group…: A few years ago, I ran into a snag during tax season. I have had back problems most of my life, but there was that one day that I could not stand up. The pain was excruciating. I had never felt it hurt that bad. The short story is that I ended up in the hospital 4 days and needed surgery badly. They released me on pain killers, muscle relaxers and steroids because it was only the middle of March and I told the surgeon he would have to get me through the rest of tax season before I had the surgery. We scheduled it for the third week of April and everything went well. I tried to get back to work the next week but had to take 2 whole weeks off before I could even sit at my desk. They all thought I was nuts making them wait for April 15th to be past...imagine!
Word for the wise: “No legacy is so rich as honesty.” – William Shakespeare
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.