Lewis & Associates Tax Planning, Inc.

(630) 845-9664
Hours of Operation
Monday - Friday:
9:00 a.m. - 5:30 p.m.

About Us

Tax Support & Resolution

For tax support when you need it most, reach out to the professionals at Lewis & Associates Tax Planning, Inc. for service. At our local tax preparation company in St. Charles, Illinois, we are proud to be the tax team that you can rely on. Our experienced staff offers tax resolution services for clients located throughout the area. From freelancers to major corporations, you can count on us to provide top service to individuals and companies. Our goal is to deliver results that help you through any type of financial situation.

Tax Services for Every Situation

Owning a business involves more than just developing a marketable service or product and providing it to your clients. Many financial issues must be resolved to keep your corporation in full compliance. With the tax services from our company, you will keep your finances in check with ease.

Whether you are a small business owner, a manager at a mid-sized company, or a self-employed freelance professional, our professionals have the right solution for your situation. Our experienced team has the expertise needed to tackle each of your concerns. We have seen and done it all, and we are prepared to assist you with any need.

We Work with All Clients

As a business owner, you have enough to stress over without trying to manage your finances. When your budget does not fit a full-time accountant for your staff, you can count on us to assist you. We proudly deliver a wide range of different services to help you resolve your financial troubles. From bookkeeping to tax preparation, trust us to handle every task.

Meet Our Team

Get the local tax service support you need when you reach out to our team of professionals. Our focus is on delivering clients the right answers to their questions. Whether you have a minor or complex issue, you can count on our advisors to provide you with a custom plan to fit your specific situation.

The consultants at Lewis & Associates have backgrounds in providing tax services to corporations, partnerships, limited liability companies, and sole proprietors. These skilled professionals bring proven track records of finding practical business solutions to complex tax issues. Our consultants have been offering hands-on support to business owners for more than 20 years. Schedule a consultation with us today to discover how we can assist you.

E. Pete Lewis, MBA, CPA, EA

Mr. Lewis is the founder and President of Lewis & Associates Tax Planning, Inc (LATP). After spending 30 years working in tax management positions for Chicago area public accounting firms, law firms, and corporations Mr. Lewis formed LATP in 2008.

Mr. Lewis has held such positions as Director of Taxation, Vice President of Finance, Tax Manager, Controller, and Accounting Manager for Chicago several Chicago area firms. Additionally, Mr. Lewis is an Adjunct Professor of accounting, tax, and finance for DePaul University's School of New Learning and the University of Phoenix Business School , both located in Chicago,Illinois.

Mr. Lewis holds an MBA in finance is a Certified Public Accountant in Illinois. He is also an Enrolled Agent Admitted to Practice before the IRS, which is a federally licensed tax professional who has unlimited rights to represent taxpayers before the IRS. Enrolled Agents can operate in all 50 states.

Edna Shered, CPA

Mrs. Shered is Senior Manager with more than 15 years of experience handling tax and reporting for real estate owners and developers, as well as complex trusts, partnerships and high net worth individuals. She is a licensed CPA in Illinois and Gerorgia and earned her Bachelors degree in business at DeVry Institute.

Barbara Lewis, MS, PHR

Mrs. Lewis is the Director of Human Resources and marketing development. She brings more than 25 years of talent management, employee development and marketing experience to LATP. She earned her Master's degree at DePaul University and sits on the board of several nonprofit organizations.

Pete LaSalle

Pete LaSalle

Mr. LaSalle is a QuickBooks Pro Advisor with more than 10 years of experience. He works with corporations, partnerships and nonprofit organizations to assist with management information services and preparation of financial statements.

Mr. Sean C. Rhodes

Sean C. Rhodes

Mr. Sean C. Rhodes has more than 25 years of experience in the financial services industry. He has worked with Wells Fargo, Morgan Stanley, Smith Barney, and Merrill Lynch. He is licensed to sell securities and life Insurance.

Your Partner

We know that partnering with clients is essential to finding the right tax solution. We work closely with owners to help develop tax plans tailored to their businesses, and our IRS debt resolution clients rely on us to provide speedy release of garnishments and levies. We strive to understand your business, your tax issues and your goals.

Why Choose Us?

  • More Than 25 Years of Experience
  • Enrolled Agents
  • Attention to Detail
  • Dedicated to Client Satisfaction
  • Tax Seminars Available
  • Member of Illinois CPA Society
  • Member of St. Charles Chamber of Commerce