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
Steven D. Josserand, CPA, CGMA
Sarah J. Bartel, CPA
Senior Manager / Director of Tax Services