The consultants at Lewis & Associates have backgrounds in providing tax services to corporations, partnerships, limited liability companies and sole proprietors. They are skilled technicians with proven track records of finding practical business solutions to complex tax issues. Our consultants have been introducing hands-on leadership to business owners for more than 20 years.
E. Pete Lewis, MBA, CPA
Enrolled Agent Admitted
To Practice Before the IRS
Mr. Lewis, owner and principal of Lewis & Associates Tax Planning, Inc (LATP) has more than 25 years of experience working with small business owners, nonprofit organizations, trusts and estates. He has worked in public accounting, legal, manufacturing, wholesale distribution and retail environments. Prior to forming LATP, Mr. Lewis held such positions as Director of Tax, Vice President of Finance, Tax Manager, Controller and Accounting Manager for Chicago area businesses. Additionally, Mr. Lewis has been an Adjunct Professor of accounting, tax and finance for more than 15 years. He currently teaches at DePaul University, Chicago, IL and University of Phoenix, Schaumburg, IL.
Mr. Lewis holds an MBA in finance from Dominican University in River Forest, IL. He is a Certified Public Accountant and an Enrolled Agent Admitted to Practice before the IRS. An "Enrolled Agent" (EA) is a tax professional who has passed an IRS test covering all aspects of taxation, plus passed an IRS background check. Enrolled Agents have passed a two-day, 8-hour examination covering all aspects of federal tax law, including the taxation of individuals, corporations, partnerships, and various regulations governing IRS collections and audit procedures. Like CPAs and tax attorneys, EAs can handle any type of tax matter and represent their client's interests before the IRS. Unlike CPAs and tax attorneys, Enrolled Agents are tested directly by the IRS, and focus exclusively on tax accounting. Enrolled Agents can operate in all 50 states.
Edna Shered, CPA
Mrs. Shered, an Associate at LATP, is also a principal in Focus Group, Accounting & Tax Services, Inc. She has more than ten years of experience providing bookkeeping and tax preparation services for small business owners. Her firm partners with Lewis & Associates to offer a full range of services to clients in need of accurate financial statements.
Mrs. Shered is an accounting graduate of DeVry Institute and she is a Certified Public Accountant in Illinois.