Stacy E. Lewis — CPA in Belvedere Tiburon, California
SE
Stacy E. Lewis
Certified Public Accountant
|
Licensed in Missouri
Verified
Licensed
35 Monterey Dr., Belvedere Tiburon, California 94920
View on Maps
About Stacy E. Lewis
Based in Belvedere Tiburon, California, Stacy E. Lewis is a certified public accountant (CPA) with over 15 years of experience in financial planning and tax consulting.
Her practice focuses on serving family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs.
Services offered by Lewis include tax planning and consulting, individual and business tax return preparation, and basic accounting services to ensure tax compliance.
With expertise in financial planning and a thorough understanding of tax regulations, Lewis provides guidance to her clients on optimizing their financial strategies.
Services Offered
Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense
Client Types Served
Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants
Specialties
Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)
Industry Expertise
Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals
Languages Spoken
English
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
Reviews
Reviews
No reviews yet. Be the first to write a review!
Similar Certified Public Accountants in Belvedere Tiburon
CE
Clifford E. Donoho
Belvedere Tiburon, California
RG
Richard G. Racich
Belvedere Tiburon, California
WJ
William J. Hackett
Belvedere Tiburon, California
WR
William R. Hartman
Belvedere Tiburon, California
JB
John B. Mc Carthy
Belvedere Tiburon, California
TC
Terrance C. Leahy
Belvedere Tiburon, California