Terms and Conditions​
Services Offered
Lewis Tax and Accounting 2 provides the following professional services: - Tax preparation for individuals and businesses - Corporate formation and entity selection guidance - Mortgage-related accounting services
Services Offered
Lewis Tax and Accounting 2 provides the following professional services: - Tax preparation for individuals and businesses - Corporate formation and entity selection guidance - Mortgage-related accounting services
Governing Laws and Regulations
Our firm adheres to the laws and regulations set forth by the State of New York for the practice of public accountancy, including: - All firm owners must be licensed Certified Public Accountants (CPAs) or Public Accountants (PAs) in New York State. - Compliance with mandatory continuing education requirements. - Proper firm registration and renewal processes with the NY State Education Department.
Client Privacy and Data Protection
We take client privacy seriously and have implemented the following data protection measures: - Collection of only necessary personal information provided by clients with authorization. - Restricted access to client data within the firm on a need-to-know basis. - Physical, electronic, and procedural safeguards to prevent unauthorized access or disclosure. Client information is never shared with third parties except as required by law or with the client's consent.
Professional Liability
Our services are provided with a commitment to professionalism, ethics, and quality. However, any limitations on liability for damages should be discussed and agreed upon in individual client engagement letters.
Dispute Resolution
In the event of any disputes arising from our professional relationship, we aim to resolve them through good-faith negotiation. Unresolved matters may proceed through appropriate legal channels as outlined in client engagement agreements.
Firm Registration Requirements
- Lewis Tax and Accounting 2 is registered as a public accounting firm with the NY State Education Department, as required for firms offering attest services or using the "CPA" title in New York. - Our firm registration includes submitting details on firm ownership, offices, associated CPAs, confirming CPA licensure of owners, and paying applicable fees. - We annually confirm any changes in firm ownership or CPAs associated with the firm to maintain active registration. - As a registered firm, we are subject to the disciplinary authority of the NY Board of Regents for any violations of applicable laws and regulations.
Peer Review Requirements
- Lewis Tax and Accounting 2 complies with New York's mandatory peer review program to ensure our accounting and attest services meet professional standards. Supervision and Competency Requirements - For attest services, our supervising CPAs meet specific competency requirements based on education, experience and continuing professional education. - For compilation services, our supervising CPAs meet defined competency standards.
Consent to Jurisdiction
- Any out-of-state CPAs practicing in NY through mobility/practice privileges have consented to the disciplinary authority of the NY Board of Regents.
