The CPA. Never underestimate the value.

William R. Lewis, CPA P.C. is a financial services business located in Williamsburg Village, Lincoln, NE.  Being a CPA and CFP practitioner, William Lewis specializes in using his experience to work with clients by implementing a financial plan designed to help clients reduce income taxes while providing financial services to meet our clients' goals and dreams.

Mission Statement

Our mission is to be a financial coach to our clients to help them achieve their financial goals. Being a part of our clients’ team allows us to build long term relationships and consult with our clients on all matters that may impact their taxes and financial future.

Certified Public Accountants are often recognized throughout the nation as their client`s most trusted advisor.

This comment, often seen in newspapers and magazines, expresses the feelings of the business community and individuals toward CPA`s. Many of our clients have told us that they would be more comfortable with a CPA, the professionals who best understand their financial picture, to help manage their investment portfolio and provide insurance advice.

Because of your trust, we now provide professional financial services allowing you to take advantage of investment and insurance planning for your family, your business and employees.

 

We will work with you to establish an investment plan designed to help you reach your goals and then implement this plan for personal investing, college funding, retirement planning, business planning and qualified retirement plans, such as 401(k), profit sharing or money purchase pension plans.

Ethics

CPAs/CFP practitioners must conform to their state’s code of ethics to maintain their professional licenses. This means you receive competent objective advice. In a nutshell, CPAs/CFP practitioners who provide personal financial planning services are able to combine their financial savvy and professional integrity in developing the creative planning strategies for your financial future.