Personal Taxes
We offer services for individuals and households with filing annual income tax returns, answering your questions, and providing helpful resources.
Small Business Taxes
We offer services for small businesses with filing annual income tax returns, small business accounting solutions, answering your questions, and providing helpful resources.
Small Business Accounting
We offer accounting services for small businesses that includes bookkeeping, payroll, and tax filings.
With over 37 years in the industry, we are your trusted source for tax preparation and consultation.
With available guidance year-round, we are more than a once-a-year service. Our tax filing services come with a full 365 days of support, to answer the hard questions and help you navigate your tax decisions every day of the year.
"My wife and I are very grateful for the services your firm has given us over the pass seven years. We look forward for your continuous service."
– Kenneth E.
"I was very nervous about taking care of my taxes on my own this year. I met a young man named Ryan and asked him if he could help. He and his father Don drove to meet me, constantly kept in contact, and eventually made me feel completely at ease. I’m glad I made the decision!!"
– Linda M.
"We have used Lewis Financial Service for over 25 years. They have been exceptional. I highly recommend them."
– Cassandra H.
"I have been relying on Lewis Financial for my tax preparation for over 20 years and Don Lewis has been so helpful with my financial planning also. Now I am so pleased with the addition of Ryan Lewis to the business and he did an excellent job with my tax return this year. I predict he will be a valuable asset in the coming years as Lewis Financial continues to serve its clients so well."
– Pammy C.
"Don Lewis was extremely professional, but more importantly, understanding and cooperative in guiding us to help family members who were his clients before he left Kentucky. Due to very special and multiple circumstances, our family members faced many challenges in completing procedures such as tax filing. Don Lewis took the weight off of us with his expertise and kindness. Working through emails, USPS and phone calls, he provided accurate guidance and instructions. I look forward to continuing our business with Ryan Lewis. I shall always be grateful for their services, and I feel very confident in recommending the Lewis Financial Tax Service."
– Fran B.
"Lewis Financial Tax Service has been serving my family for close to 15 years. Customer service (thank you Don and Ryan) is second to none and I can truly say ‘they make me feel like I am their only client’. If you are a consultant, have a business, home office or simply employed full-time they understand how all the tax complexities of each of these situations impact your return. Many years ago, Don assisted me with a community Softball Organization for young ladies to establish it as a 501 (c) 3 organization. We couldn’t have done it without him. Although many miles and a few states separate our addresses, Lewis Financial Tax Service will continue to support our family."
– Kim N.
"The Lewis Financial Tax Service team sat down with us and helped formulate a plan to prepare for tax season all year long, with practical advice, and a full understanding of tax laws and regulations. We are going into this tax season stress free."
– Grace R.
"Don Lewis and staff have been taking care of our financial and tax service needs for the last 18 years. Recently they moved to North Carolina. No problem...they are available by email, mail and phone! We value customer service and Lewis Financial has always made us feel like we are part of the family/team! We are extremely happy with their expertise, service, knowledge, and professional courtesy. We know that we are in good hands. We highly recommend their services and look forward to many years of working with the Lewis Team!"
– Julie G.
Resources & Insights
June 29, 2022
New Mileage Rate…With a Twist
The IRS recently announced that, beginning July 1st, the mileage rates for business travel, as well as deductible medical/moving travel has increased 4 cents to $0.625 and $0.22 per mile…
December 30, 2021
Repayment of RMD Distributions Related to Covid-19
If you received a retirement distribution due to coronavirus-related early distribution in 2020 on account of hardship, you may choose to repay any portion of it within three years of receiving the…
December 30, 2021
2022 Required Minimum Distributions (RMD’s) & Life Expectancy Table
There is a major change in RMD’s for tax year 2022; most notably the new Life Expectancy Table. For individuals receiving RMD’s, your minimum distribution will change, and it will be a smaller…
December 30, 2021
Virtual Currency
As much as we wanted to bury our heads in the sand and act like this trend was a flash in the pan, we have realized it is here to stay. So has the IRS, and they are catching on quickly! Both Ryan and…
Look to the Future withFinancial Planning
In addition to tax preparation and business accounting, our
sister company provides financial planning.
Our Location
790 Sunset Blvd N, Suite 3 Sunset Beach, NC 28468