Making Taxes Less Taxing
J. Marc Lewis and Associates, LLC
Our full-service tax firm is dedicated to providing individuals and small businesses exemplary and affordable tax filings and related services.
We build relationships so our clients feel like friends, and our team feels like family. Consider us your tax advocate.
“With over 95% of our clients being word of mouth referrals from other clients, we have staked our continued existence to a customer service focus that is second to none. Whether your tax needs are simple or immensely complex, rest assured that you have found a comfortable home. We appreciate your business and look forward to serving the DFW community for years to come.”
Dedicated to
Simplifying the tax process
Relieving stress by taking on your tax needs & concerns
Protecting assets and unlocking growth potential
Doing it all with a little (ok, a lot) of heart and humor
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J. Marc Lewis JD, LL.M., EA
Marc is a graduate of Plano East Senior High. He earned a BBA from Southern Methodist University, a JD (Juris Doctor) from Southern Methodist University School of Law, and a LLM (Masters of Law in Taxation) from the University of Miami School of Law. In addition, Marc is enrolled to practice before the IRS by the Department of the Treasury. 2025 commemorates twenty-eight years in practice.
Marc is a sixth-generation resident of Collin County and comes from a long line of self-employed family members including his parents and both sets of grandparents. He and his wife Stephanie currently reside in Murphy with their two daughters, Meredith and Morgan.
Marc has been a Rotarian for over two decades and he has long served as the President of the Board of Directors for Plano Sports Authority. He served as a Board Member for the Plano Balloon Festival for ten years and was his church’s treasurer for a decade.
Marc was the long-time president of the North Texas Collegiate Baseball Umpires Association and served as the National Umpire Advisor to the American Amateur Baseball Congress. In his 40 years of umpiring, Marc worked multiple post-season assignments for the NCAA and NCJAA and has also worked multiple other post-season assignments for other amateur associations. Retiring in 2025, he was a staff member of the Big XII, American Athletic Conference and had served as a staff member of numerous other conferences previously.
While Marc obviously believes that extensive tax knowledge is important, he believes it vital that a tax preparer also has a vast understanding of a client’s business environment, the challenges that are unique to a self-employed person’s life, general investment knowledge and a broad understanding of other non-tax related issues. He often remarks that a tax question, frequently, is a business or investment question wrapped in tax gift paper. Not understanding the other issues often renders the tax advice worthless.
Meet Our Staff
Carmen Massey
Individual Tax Manager and Senior Tax Preparer, EA
Carmen joined the firm in 2018. She enjoys working with people and looks forward to assisting clients with their individual tax needs. Carmen is an Enrolled Agent with the IRS…
Michelle Wright
Private Client Services Manager
Michelle is our Entity Tax Manager and joined us in January 2024. She grew up in Plano and graduated from Plano East Senior High. She received her master’s in accounting from the University of Texas at Dallas and is a Certified Public Accountant. She has over 20 years of experience in accounting and tax. Prior to public accounting, Michelle worked as a senior accountant for a Fortune 500 company and held various roles in the tax and financial reporting departments for a local, publicly traded oil and gas company…
Stephanie Vorndran
Office Manager
Stephanie joined the firm as office manager in 2007 and is the “grease” that keeps the business running smoothly. All who deal with Stephanie can attest to her efficiency and pleasant manner. Prior to this position she worked for Baron and Budd, P.C. in Dallas and The Carpenter Law Firm in Plano …
Kathy Phillips
Chief Operating Officer
Kathy joined the firm in 2011 and keeps the paper moving and the communication flowing within the office as well assisting Marc wherever possible. Her primary duties include filing state Franchise returns, filing extensions and e-filing the tax returns themselves. She is also responsible for both the opening and closing of entities…
Linda Smyder
Senior Tax Preparer, AFSP Completion
Linda is one of our Senior Tax Preparers and is registered with the IRS. Prior to joining our firm in 2016, she worked in the tax preparation industry for over 15 years…
Todd Roberts
Director of Tax Resolution, EA
Todd joined the firm in 2015 as the director of operations and tax preparer. His role has evolved into the lead on all IRS representation issues. In addition, Todd is enrolled to practice before the IRS by the Department of the Treasury. Prior to joining the firm, Todd spent 20 years as a Vice President and Director of Operations for a food and beverage and live music entertainment company…
Jeff Gold
Senior Tax Preparer, CPA
Jeff is one of our Senior Tax Preparers and a licensed CPA. He prepares the Corporate and Partnership returns for the office. He also has extensive bookkeeping and QuickBooks experience…
Marianne Davis
Director of Operations, Admin Manager, New Client Onboarding
Marianne joined our team July 1, 2023, although she is not new to our office! She worked for our office mate since 2014. She will be leading our administrative team and is responsible for all incoming prospective clients. Marianne worked for Suguitan & Associates, PLLC for 10 years as the Director of Operations. Prior to that she worked for Plano Sports Authority as the Customer Service Manager and Electronic Data Systems (EDS) in Marketing …
Layne Roberts
Client Project Coordinator
Dustin Winkler
Senior Tax Preparer, CPA
Lata Ramanathan
Tax Preparer, EA
Lata joined us in August 2023. She is an Enrolled Agent with the IRS and enjoys working with people and looks forward to assisting our clients with their individual tax needs. Lata has worked for…
Linda Roche
Tax Preparer, EA
Linda graduated from the University of Texas at Dallas with a degree in Accounting and Management Information Systems. After exploring careers in public accounting and operational accounting, she realized those didn’t suit her well….
Judy Evans
Senior Bookkeeper
Toby Gilman
Senior Tax Consultant, CPA
Toby joined the firm as a Senior Tax Consultant in early 2025, bringing 34 years of experience in the public accounting arena. He has been a licensed CPA in the State of Texas since 1990…
Jake Schomburg
Tax Preparer
Jake joined our team in mid-January of the 2025 tax season and is an entity tax preparer. His primary duties are with the entity preparation team and preparing individual tax returns as well…
Anna Bozek
Senior Tax Preparer
Anna holds an MBA in Accounting from Dallas Baptist University and is a Certified Public Accountant licensed in the state of Texas. She brings over 20 years of experience in the accounting field…
Noelle Rea
Entity Team Executive Administrator
Noelle Rea joined our team in July 2025, bringing with her extensive experience from roles at three of the Big Four accounting firms. She holds a Bachelor of Business Administration (BBA) from the University of Texas and offers a strong foundation in professional services, operations, and client support…
Jessica Phan
Tax Senior
Jessica is a Tax Senior with over seven years of experience in public accounting. A graduate of Dallas Baptist University with a degree in Accounting, Jessica has worked for a top 25 national public accounting firm, providing high quality service to a diverse range of clients…
Photography by William Bichara Photography
What our Clients have to say
“I am a CPA and had never needed anyone to help me. A life event caused my need for help, and I feel blessed to have found my way to this firm! If I had a firm, I’d be honored to work with the people here! Marc Lewis is my hero; I’d give him, Stephanie and Linda 10 stars if I could!“ – Kit
“I am so grateful to have found J Marc & Associates early January this year. Carmen took the time to listen... We always say it is during the worse time we see people's true colors. Well, with Carmen you have a combination of professionalism, great ethics, and caring!” – Lisa C.
“The most approachable CPA I’ve ever encountered. As a new business owner, I appreciated the “Layman’s terms” on how to best handle my taxes. Marc and team are strategic, humble, honest and tend to make me laugh! HIGHLY recommend.” – Marta
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Privacy Policy: The privacy of your client information has always been important to J. Marc Lewis & Associates, LLC, and we have always been bound by professional standards of confidentiality. However, we are now required by law to formally inform you of our privacy policy.
We collect nonpublic personal information about you that is provided by you or obtained by J. Marc Lewis & Associates, LLC with your authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you. J. Marc Lewis & Associates, LLC does not disclose any nonpublic personal information about their clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client. J. Marc Lewis & Associates, LLC restricts access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you professional services. We retain records relating to the professional services that we provide you in accordance with accounting and government standards. J. Marc Lewis & Associates, LLC employs physical, electronic, and procedural security safeguards to protect your nonpublic personal information.
Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact our office during normal business hours.