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    Lewis Group CPAs, PC

    3.0 (2 reviews)
    Open 8:00 am - 5:00 pm

    Services - Lewis Group CPAs, PC

    Bookkeepers

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    Paul Montague Tax Preparation - Paul N. Montague III, EA

    Paul Montague Tax Preparation

    (5 reviews)

    I've been using TurboTax for as long as I can remember. This year I had a unique financial…read moresituation, so I decided to hire somebody who could lessen the degree to which I got screwed on my taxes. Paul was perfect for me. I did not want to drive up to Vancouver. So we did everything by phone/zoom & electronically. Here is his process: I called Paul at a designated time, and we chatted for a bit. He then asked me some questions, and directed me to his online platform. Paul's tax prep "organizer" is awesome. Many of the same questions from our phone call were reiterated and then documentation for my answers requested immediately below. It made the process easy to understand and I could do it in bite-sized chunks. There is also a spot just to the right where you can see the full array of everything you've loaded so you don't have to scroll and peck to discover if you remembered to load a particular document. After I finished, I notified him and he came back with information that enabled me to save more on my return. Actually, that one piece of info ended up saving me a lot. Our wrap up zoom conversation was instructive and pleasant. Paul has the heart of a teacher, and he took me through the process step by step so I could see how all the calculations panned out. He also gave me information that will help for next year. I totally loved working with him and will absolutely recommend him to my friends.

    I can not speak highly enough about the work Paul did for me this year…read more This was my first time working with Paul. Normally I do my own taxes, but It was a very complicated return for us. Paul was extremely informative about the tax codes associated to our needs and helped us navigate our returns very smoothly. He was an absolute pleasure to work with regarding our return. very professional , yet very personable as well. Thank You Paul! Highly Recommend.....

    Nationwide Virtual Accounting & Tax

    Nationwide Virtual Accounting & Tax

    (24 reviews)

    My tax prep contact officially retired and closed shop after 30 plus years of service. I had to…read moreleave town unexpectedly for several weeks. The tax prep person where I am currently located gave a projection of owing a ton of money to uncle sam. I decided to search on Yelp for someone more credible and found these awesome people/company to work with. Highlights are: 1. Very responsive, lightning fast reply's 2. Reachable via email, phone 3. Quick to review documents 4. Quick to set up a final appointment 5. All done virtually through a secure system that is user friendly 6. I did not pay as much as originally stated by the first person I reached out to 7. Outstanding zoom call that was quick and painless 5 out of 5 stars!

    So this is the first year I owned a business (LLC) and was looking to get help and hopefully find…read morean accountant for the future. Now I'll be the first to say, I'm pretty lost with profit/losses and book keeping, as I said it's my first time. For the past 8 years I've just used TurboTax for personal, but as I said, first time with a business. Initially you talk with someone over a chat, they ask you questions and you answer them and send them forms. They said they could do my profit/losses for me for about $75 extra, I was fine with it, figured it was worth learning how to do it. Took about a month but finally had my appointment to talk over video (30min). They were 6min late and obviously very tired. I truly felt bad for Yuliya as she seemed so exhausted. We spent the first 18min looking at the Dept. of Washington tax site and she was showing me how to fix my prior quarterly tax filings because she felt I had labeled my business incorrectly. After I showed her what I was doing, she changed her mind and said "I think you're actually fine and doing it right". So that left us 6 minutes to rush through my tax return before her next appointment. In the end I spent $350 to save $3 (the difference in number between what I got in TurboTax vs. having it done by Nationwide). For me, if I would have learned something about better tax reporting for the LLC, it would have been worth it. But it just felt very rushed, very impersonal and honestly I'd rather just go back to doing it myself.

    Lewis Group CPAs, PC - taxservices - Updated May 2026

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