Additional Links

• website https://pros.turbotax.intuit.com/local-tax-experts/tax-aces-llc/katherine-lewis/1295d849128ab9844b2a8907889697c303b

Hours of Operation

• M-Su 9am-5pm

Specialties

• 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

Languages Spoken

• English

About Katherine Lewis - Intuit TurboTax Verified Pro

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