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We understand taxes can feel daunting, so we’re committed to making the process less taxing. Together, we’ll find the tax planning model that best suits you, your lifestyle, and your personality…and helps you keep more of what you’ve earned!
Please contact us today and let us show you the J. Marc Lewis & Associates difference.
If you would like more information about our services and would like to be contacted by a member of our team, please email us and someone will contact you within 24-48 business hours.
We collect nonpublic personal information about you that is provided by you or obtained by Marc Lewis & Associates 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. Marc Lewis & Associates 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. Marc Lewis & Associates 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. Marc Lewis & Associates 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.