Katherine LewisIntuit TurboTax Verified Pro
TAX ACES LLC

Katherine Lewis

Accepting new clients

  • Verified Pro with 30 years of experience
  • FL
    Leesburg, FL

As your trusted tax advisor, let me take the tax load off your shoulders. I am here for you through thick & thin!

Expertise

S Corporation (Business Tax Expertise)
Retirement Income
Rental Property Income
C Corporation (Business Tax Expertise)
Schedule K-1
ISO Exercise
Partnership (Business Tax Expertise)
Employee Stock Purchase Plan
Self-Employment Income
Business Tax Returns
Multi-State Taxes

Experience

  • Verified Pro with 30 years of experience
  • Experienced with FL tax code
  • Meet online or in person
  • FL
    Leesburg, FL

How we’ll work together

Intro call

Schedule an intro call and we’ll meet to go over your tax situation.

Upload your documents

I’ll help you understand what documents you need to upload.

Review and file

After you review, I’ll file your taxes for you. And you’re done!

About me

Katherine Lewis

Nice to meet you 👋

Kate is dual licensed as a CPA and Lawyer in both designations by Minnesota and Florida and has more than 30 years of tax and business experience. She is an IRS credentialed agent and Tax Attorney representing clients in all tax matters before the IRS and US Tax Court. For over 20 years, Kate was employed by a Fortune 500 company & recognized as a top 1% leader of its sales & business executives due to her business acumen. Kate also worked at a Community Bank as a Vice President & Trust Officer with over 100 clients and assets of $200M+ and is also a Certified Trust & Fiduciary Advisor (CTFA) which requires extensive training, experience and continuing education.  She is a volunteer puppy raiser/trainer for Southeastern Guide Dogs for the Blind (www.guidedogs.org), runs 5K/10K/Half-Marathons for Charity, and a NASCAR fan. Credentials (License info available upon request): Bachelor of Science (BS), cum laude Business/Accounting, University of Minnesota  Juris Doctorate (JD), cum laude, William Mitchell College of Law (MN) Master of Business (MBA), summa cum laude, International Business, Florida Atlantic University Certified Trust & Fiduciary Advisor (CTFA), American Bankers Association CPA License: MN & FL Attorney License: MN & FL US Tax Court Certified Attorney for IRS Tax Resolution TAX ACES LLC

This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See here for Intuit's Pro verification program.

What my clients say

Map showing location of the tax pro
TAX ACES LLC

Katherine Lewis

33741 Overton Drive, Leesburg, FL 34788

Hours

Monday
9:00am - 5:00pm
Tuesday
9:00am - 5:00pm
Wednesday
9:00am - 5:00pm
Thursday
9:00am - 5:00pm
Friday
9:00am - 5:00pm
Saturday
9:00am - 5:00pm
Sunday
9:00am - 5:00pm

Languages

English

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