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| Lewis & Harrison CPA Group |
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Mission statement:
Our mission at Lewis & Harrison CPA group is to be relentless in delivering the highest quality accounting and tax service in the industry. Our commitment to staying small means we can focus on our clients, both individuals and businesses alike, and deliver individualized service. Our low attrition rate of staff means you can depend on the quality and know that your individual needs are understood and being cared for. We challenge our staff to think about our clients and offer services and suggestions that will benefit their overall financial health and wealth. |
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Profile:
Choosing a CPA is a big decision. Details and specialties can be highly confusing in a very complex industry. That’s why we want our clients to focus on our Values. We are pride ourselves on our dedication to our clients to provide honest and straightforward financial guidance for the future.
Building Trust. There are certain professionals that you seek not to change – your doctor, your dentist, your accountant. Why? Because it can takes years with someone to build a level of trust worthy of your most important assets. At Lewis & Harrison CPA Group, we not only seek to build trust during our first year with a new client, but we are relentless at maintaining and growing that trust over the years that follow. Close to half of our clients have been with us for over a decade. This demonstrates the shared trust and commitment we have to our clients.
Committed to a Shared Vision. At Lewis & Harrison CPA Group, one thing we never take for granted is that we are here to serve and strengthen you. Whether you are a client who has been us for one year or twenty, we continue to ask the simple question of “what’s important to you?” This simple question allows us to tailor our approach and our communication so that we speak the same language. In this climate of consistent change and restructure, planning only for the short-term can end up costing you down the line. It is important for us to know the priorities and goals of our clients – today, tomorrow, and years into the future – so that we can help build a path our clients are confident to walk.
Delivering Value. At Lewis & Harrison CPA Group, we pride ourselves on delivering the highest quality of service and value in the industry. This is a big part of why we are dedicated to providing our clients a broad range of professional services – so you don’t have to piecemeal. We consistently hear from our clients that they chose our firm because of our reputation, but they stay with our firm because of the value they continue to receive. Internally, we have built a climate of ongoing dialogue and discovery amongst our team. This means your needs are understood and consistently being considered when there are changes to tax policy or accounting standards. It is common for our clients to receive tailored, proactive communication with new planning techniques or services that can add value and make a difference in your financial health and wealth. |
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Overview:
SERVICES:
What can we do for you today?
It seems like a straight forward question, but we feel it opens up some of the most meaningful conversations. As accountants, we not only advise on tax, but constantly search for the most efficient ways to manage your personal and business finances. We are in the business of making a difference and we feel that could happen at any moment on any day.
Tax Preparation
Accounting & Payroll Services
Business Consulting
Estate Planning
Financial & Retirement Planning
High Net Worth Individuals
Management Advisory Services
Divorce Planning & Analysis Services |
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Vision:
Our vision at Lewis & Harrison CPA group is that high quality service for our clients is a by-product of a professional staff dedicated to excellence. We pride ourselves on fostering a work environment that cultivates continued learning and self-development. We share in organizational goals and celebrate the successes of our team members. All of our team members have a life and family outside of the office, and we embrace a culture of work-family balance, instead of just talking about one. By committing ourselves to our craft and having fun along the way, we buck the trend of quick burn-out in the industry. Our challenged and energized staff will thus be ready and capable of changing and adapting as your needs continue to change. |
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History:
Diana LJ Harrison started Diana LJ Harrison CPA, P.C. in 1992 after several years in public accounting. While Diana thrived in a larger accounting group, she sought to build a practice that better match her vision and values. Her vision was simple – build an accounting practice that clients saw a true partner, not just in tax planning and preparation, but in building overall financial and health. Additionally, she wanted to surround herself with staff that was focused on individual development and dedication to their craft.
In 2012, Diana brought on her first partner and after twenty years a sole practitioner, changed the name to Lewis & Harrison CPA Group. Kelsey F. Lewis, CPA joined the practice in 2011 after working closely with the firm for many years as a seasonal tax preparer. The addition of Kelsey as partner ushered in a new generation of CPAs, which will allow the firm to continue to grow and serve our clients for many years to come.
At Lewis & Harrison CPA group, our breadth and depth of knowledge, combined with our staff committed to excellence, gives us a distinct advantage over other firms. We receive consistent feedback and praise from our customers on our ability to deliver high quality and high value year after year. By allowing our staff to focus their skills and invest in their continued development, we continue to raise the bar. As our firm continues to grow, our commitment to delivering quality and value has only strengthened.
Now don’t just take our word for it. Our CPAs participate in regular peer review and quality controls programs required for membership in the AICPA and Oregon Society of Certified Public Accountants. These reviews are performed by an independent CPA to provide an objective look at our quality of work. We continue to receive the highest ratings available. Their feedback strengthens our staff and continues to keep us on the forefront of delivering value. |
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