Tax Preparation
Tax preparation is the process of preparing income tax returns. This service consists of the Filing of Federal, State, and Local Tax Forms. We provide this service to both Individuals and Businesses!
Corporate Formation and Entity Selection
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Lewis Tax and Accounting 2 can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Mortgages
If you are interested in purchasing a home or refinancing an existing mortgage, reach out to us today! It would be a pleasure to assist you with all your mortgage needs! This includes first time home buyers, and existing homeowners! We look forward to helping you get the best rates available at this time!
Lewis Tax and Accounting now offers comprehensive Estate Tax services to help individuals, families, and executors minimize tax liabilities and ensure a smooth transfer of wealth.
Our expert team provides:
Strategic estate and gift tax planning
Preparation of federal and state estate tax returns (Form 706)
Fiduciary income tax returns for estates and trusts (Form 1041)
Gift tax filings and postmortem planning
We collaborate closely with your estate attorney to leverage the current federal estate tax exemption—$15 million per individual (or $30 million for married couples) in 2026—and implement personalized strategies that protect your legacy.
Business Consulting & Advisory Services
Hourly Rate
New Business Starter Consultation
• Entity Selection (e.g., LLC vs. Corporation vs. S-Corp) based on goals and liability needs
• Step-by-step guidance on state registration filings and organizational documents
• Overview of required permits, licenses, and initial compliance requirements
• Basic financial setup advice (business banking, bookkeeping systems, chart of accounts)
• Early-stage risk assessment and tax strategy planning
Hourly Rate
Existing Business Consultation
• In-depth analysis of current financial statements and key business metrics
• Strategies to streamline operations, reduce costs, or boost revenue
• Recommendations on the best state to incorporate (considering taxes, fees, and liability)
• Tax optimization recommendations leveraging 12+ years of expertise
• Guidance on business expansion (new markets, hiring, scaling)
• Concise written report with findings and actionable recommendations
• Optional follow-up session to refine or implement the plan.
