Lewis Tax Firm Jackson
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Lewis Tax Firm Jackson
Ageras rating star
0 / 5 stars 0 reviews

About

We are a veteran owned (combat wounded), full service accounting firm servicing a wide variety of industries. We specialize in small businesses, and we have a full staff of accountants, attorneys, bookkeepers, customer relations and marketing experts in house. We pave the way to solutions, we save our clients money, we make our clients money. The owner, William Lewis was raised on the banks of the Tennessee River in Savannah, having his roots deeply embedded into West Tennessee. While attending college at the University of North Alabama, earning his Bachelors of Science in Accounting and his Bachelors of Science in Strategic Investments, William was tested and accepted into the Mensa Society, where he is still an active member. William also served his country as a Staff Sergeant in the United States Army. With several deployments, William earned a variety of meritorious medals and awards, and is now a decorated combat veteran. Once his time in active duty ended, he then continued his service in the Army National Guard and was sworn as an Officer in the Jackson Police Department, where he served five years in the patrol division. William has worked as a financial analyst for DM Investments before opening his own investment firm, Southern Royal Investments, where he managed over 90 million dollars in financial securities and assets across the world.



After opening and running several of his own businesses with profound success, William decided to open the Lewis Tax Firm, where he could provide these acute skills to all of the West Tennessee Region. After passing all tests and bars, William was admitted to practice before the Internal Revenue Service as an Enrolled Agent. William is a certified expert in both QuickBooks Online and Desktop, making him a certified ProAdvisor. William also holds several certificates and titles from the New York Institute of Finance: Capital Markets Professional Certificate, Professional Certificate in Corporate Finance, Financial Accounting, Professional Certification, Professional Certification in Derivatives, Advanced Fixed, Income Professional, Advanced Risk Management Professional and Advance Portfolio Management. William is also bilingual and a member of the Exchange Club, Jackson Chamber of Commerce, Knights of Columbus, Veterans of Foreign Wars, Police Benevolent Association and the Mensa Society. Described by his colleagues as an extremely hard worker and a perfectionist, William has built a firm that ensures the success for each of his clients by his overwhelming effort to deliver each of his clients to their goals.
English , Español

FAQs

Interview quote

I've never saw a wild thing sorry for itself. A small bird will fall frozen dead from a bough without ever having felt sorry for itself. -D.H. Lawrence.

Why do customers choose you?

"The difference in Will Lewis and other accountants is that Will works until 11 at night, and he is the first one in the office at 7. He will search all day and all night for answers, he lays awake at night thinking of how to help his clients, he literally loses sleep trying to find solutions for his clients. He is the real deal. He is the best accountant I have ever seen." -Glen Buckley, an actual client, and actual quote.

What do you consider a fantastic customer experience?

A fantastic customer experience is not a single event. A fantastic customer experience is forged when our clients reach new heights, make more money, achieve new goals or survive the worst. While we will deliver nothing but the best customer service, we are also performance oriented. A fantastic customer experience is one in which our client is profoundly successful.

How can you help businesses develop?

Our team takes a variety of approaches for the growth and development of our businesses. From start ups, to long standing corporations, we evaluate each of our clients and suggest new goals and ideas, to grow and reach heights, You tell us your target, we create the path to get there.

Credentials

Enrolled Agent (EA)

Company members

Location

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