JAMES M. LEWIS, CPA, PFS, CFP®

GENERAL BACKGROUND

Entered the accounting field in 1981. Jim understands the importance and benefits of interpreting the ever-changing tax laws in order to implement business tax plans that allow clients to use the laws to their best advantages. Jim currently serves on the firm's executive committee.

• Certified Public Accountant, State of Missouri
  
• Certified Financial Planner
  
• Personal Financial Specialist (AICPA)
  
• Bachelor of Science - Accounting, Missouri State University
  

AFFILIATIONS

Professional

• American Institute of Certified Public Accountants
  
• Missouri Society of Certified Public Accountants
  President of Southwest Chapter (1998-1999)
  
• CPA Associates International, Inc.
  Member of Investment Planning Committee
  

Community

• Springfield Business & Development Corporation - Board of Directors
• Glendale High School Football Booster Club - President
• Ozarks Food Harvest - Past President of Board of Directors
• United Way of the Ozarks, Inc. - Past Treasurer
• Leadership Springfield, Inc. - President (1997-1998),
  Kenworthy Award Winner
  
• Children’s Charity Classic Golf Tournament -Past Treasurer
  
  

SPECIALIZATIONS

• Tax Planning
  
• Auto Dealerships
  
• Estate Planning
  
• S-Corporation Taxation
  

MANAGEMENT PHILOSOPHY

"I think it’s important to be flexible and listen to the client, so you can assist them in making the best business decision based on their financial position. These are dynamic times so we need to always be ‘on the lookout’ for changes affecting our clients."