Our services
PERSONAL AND CORPORATE TAXATION
In short, we take the stress out of taxes and ensure you keep the most out of every dollar you earn. Our firm offers a wide range of services to individuals and small businesses. Because we are relatively small, clients benefit from incredibly personalized, quality service.
Individual Income & State Tax Return Preparation
Entity Income and State Tax Return Preparation
Tax Estimates & Withholding Modification Analysis
Texas Franchise Report Preparation
Non-Filer Preparation and Related Services
IRS Audit Representation
The above is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Schedule an appointment today!
WHY CHOOSE US
Highly Experienced
Quick Response
Attention To Detail
Enrolled Agents
Certified Public Accountants
Friendly Personalized Service
Our continual investment of time and resources in professional continuing education, state-of-the-art software and extensive business relationships is indicative of our commitment to excellence.
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
Frequently Asked Questions
What is an Enrolled Agent?
What does the term ‘Enrolled Agent’ mean?
‘Enrolled’ means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, Attorneys, and CPAs may represent taxpayers before the IRS.
The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.
How can Enrolled Agent help me?
Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.
Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.
Contact us for a complimentary initial consultation!
Privacy Policy: The privacy of your client information has always been important to Marc Lewis & Associates, 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 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.