Anna Bozek
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, with a balanced background that includes 10 years in industry accounting and another 10 years in public accounting at small, regional, and large firms.
Anna is passionate about helping clients navigate the complexities of the tax world and takes pride in making tax matters more understandable and approachable.
She lives in Plano, Texas with her husband, son, two cats, and two dogs. Outside of work, Anna enjoys staying active and spending time in nature.
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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.