Financial Planning Advisors and Investment and Asset Management Planners in Lewisburg, West Virginia.


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Financial Planning Advisors in Lewisburg, West Virginia

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Financial Planning Advisors in Lewisburg, West Virginia.

Our commitment is to be there when the client needs us, and to perform whatever functions are required, from limited to comprehensive.



Referrals from our satisfied customers have kept us in business for seventeen years. We have individual and corporate clients engaged in a variety in service, manufacturing,
electronics, food service, construction, excavation, and non-profit sectors. Our growth has been the result of the testimony of our clients.

Fees

We bill some jobs on an hourly basis. Other services are best handled with a contract arrangement. Call 304-645-4428 or jel@jelewiscpa.com for free consultation and rate
quote.

Tax Planning
We provide year around tax planning and can assist you in handling every tax transaction to your benefit. The IRS (Internal Revenue Service) now assesses penalties for
underpayment of taxes, and may penalize you for not prepaying tax on transactions such as stock and mutual fund sales. Good tax planning makes you safe, not sorry.
Call 304-645-4428 or e-mail jel@jelewiscpa.com for free consultation.



Financial Services
At JE Lewis, we help you prepare for future expenses and major life changes with retirement planning, and estate planning.
We can assist you in selecting the best options by reviewing your present situation, and evaluating your goals. We will fully explain all options and tax implications to help
you maximize your wealth. Call 304-645-4428 or e-mail jel@jelewiscpa.com for free consultation.

Tax Preparation
Correctly prepared tax returns play an important role in both tax and financial services. The more of your money you keep, the more you have to invest. What you save in
taxes by having returns done right will normally cover the cost.

We provide individual tax preparation starting at $100.00. The fee is based on the forms we file, and the amount of information needed to complete them. We will quote every
return at your request. Call 304-645-4428 or jel@jelewiscpa.com for free consultation.

Office News

Welcome to our website. We have tried to put together information that is helpful to our current clients as well as information about us and our services for potential clients.
With our first attempt there may be a few bugs to work out, so let us know if you find any problems. Please give us some feedback on the good, bad, or to just let us know
you were here. e-mail.

Please check out our tax, business, and financial tips. The tips change weekly for tax, and monthly for business and financial. There are also some interesting links that we
have automated for you to get important dates on the tax calendar, tax forms, and information.



JE Lewis, CPA
RR 02 Box 161
Lewisburg, WV 24901
(304) 645-4428, fax 4459

jel@jelewiscpa.com

West Virginia : Financial Advisor in Bridgeport : Financial Advisor in Charleston : Financial Advisor in Lewisburg

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    Investment and Asset Management Planners in Lewisburg, West Virginia.