Joel C. Lewis, CPA offers a wide range of services. Below we have listed the services that we offer to our clients along with a brief description. Please feel free to inquire about a service if you do not see it listed. 
  • Accounting Services
    • Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial recrods ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: 
      • General ledger & financial statement preparation 
      • Bookkeeping (Monthly/Quarterly/Annual)
      • Accounting system setup for new businesses 
      • Computerized payroll services 
      • Business tax return preparation (Sales & Use/Business Property)
  • Bookkeeping
    • Meaningful, well-organized financial records ensure that your business will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
  • Tax Planning & Preparation 
    • Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
  • Tax Preparation 
    • Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
  • Financial Statements
    • We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. 
  • IRS Representation 
    • Our firm ensures that our clients are being properly represented before the various federal and state tax agencies. 
  • Sales Tax Services
    • Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compliation of information and preparation of sales tax returns in an efficient and timely manner. 
  • Estate & Trust Tax Preparation 
    • Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides secrutiy for your surving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.