Jeff Gold
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 experience and is the go-to person in the office for QuickBooks.
Prior to joining the firm in 2018 he worked for various CPA firms for over 28 years and spent 9 years working in the accounting and tax departments of various companies.
Jeff was born in New York and came to Dallas in 1972 as a result of his parents wanting to raise their children in Texas.
Jeff and his wife Sandi have resided in Plano for the past 30 years and have one daughter, Rebecca, who earned her Engineering Physics degree from Embry Riddle Aeronautical University. She lives in Austin and works as a Data Analyst for an International Company.
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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.