Tax Planning & Compliance

At Lewis, Hooper & Dick, LLC, our tax planning, research and compliance staff continuously monitor federal and state regulatory environments for two key reasons: to help our clients comply with necessary tax requirements and to identify potential opportunities to minimize client tax burden.

We maintain close, personal relationships with our clients by offering year-round assistance and tax planning guidance. In addition, our team uses leading-edge technology to expedite our tax preparation process. Our team has earned its reputation as a trusted, reliable resource for business and personal tax needs.

The Lewis, Hooper & Dick, LLC team’s commitment to ongoing education and training is what defines us as proactive taxation experts.

In the tax services area, we offer a variety of business and personal tax solutions including:

  • Business and Personal Tax Planning
  • Tax Return Preparation
  • Estate Planning and Wealth Transfer Planning
  • Family Business-Succession Planning
  • Gift Planning
  • Audit Support and Defense
  • Mergers, Acquisition, and Corporate Structuring Guidance
  • Payroll Tax Filing
  • Sales Tax Process Development and Compliance

Regardless of the type of service you require, we feel year-round preparation is the key to a successful tax engagement. In order for us to better meet your needs, we feel it is important to build a relationship that involves interaction 12 months out of the year.

For more information, please contact

Steven D. Josserand, CPA, CGMA