Introduction: Don Lewis formed Lewis Financial Tax Service in 1982 in the Chicago suburbs & relocated the business to Kentucky in 1990 for an additional 30 years. Don once again looks to establish himself, this time in Sunset Beach with his son Ryan.
Ryan carries the AFSP designation, a Congressional mandate, and the first step toward representing clients before the IRS. This designation requires preparers to stay current with tax law and ethics topics and includes a yearly competency exam. Don is an Enrolled Agent, enrolled to practice in front of the IRS and a CFP practitioner.
Lewis Financial Tax Service specializes in personal and small business returns as well as small business accounting. We have worked with horse farms and trainers, realtors, dog groomers, daycares, retailers, restaurants, trades people, as well as middle to upper management. We are available to our clients year-round for any tax, accounting or personal finance questions.