Helping you achieve your financial goals, one tax return at a time.
Welcome to Lewis & Cone PLLC, a trusted Certified Public Accountants (CPA) firm located in Mooresville, NC. We are a dedicated team of experienced and knowledgeable professionals who provide a broad range of services to help individuals, businesses, and estates achieve their financial goals. Our firm places a high value on building strong relationships with our clients, using a hands-on approach and the latest technologies to deliver reliable, accurate, and secure support.
At Lewis & Cone PLLC, we understand the importance of security in today's digital age. Your data is safe with us; our client portal protects you with 14 layers of security to ensure that your financial information remains confidential and accessible only to you and our team members.
Services for Individuals
Whether you are an individual or family, a sole proprietor, or a rental property owner, we provide comprehensive tax planning, preparation, and compliance services tailored to your unique needs. Our goal is to help you stay compliant with the latest tax laws while minimizing your tax liability, maximizing refunds, and protecting your personal assets. We offer the following services and more for individuals and families:
- Tax Planning and Return Preparation
- Estate and Trust Tax Services
- Multi-state tax returns
- Tax law change awareness and updates
Business Services
At Lewis & Cone PLLC, we offer a full suite of business services for new businesses and established enterprises. Our business services are designed to help you build a strong financial foundation, streamline operations, and stay on track to achieve your goals. Our services include:
- New Business Start-Up Consulting and Entity Selection
- Accounting, Bookkeeping, and Financial Reporting
- Full-Service or As-Needed Accounting Solutions
- Business Consulting and Financial Analysis
- Compilations and Reviews
- Payroll and Payroll Tax Reporting
- Tax Planning and Preparation
Tax Services
Our tax professionals are experienced in providing tax planning and preparation services for businesses and individuals. Our tax services include:
- Tax Planning and Return Preparation for Individuals, Partnerships, LLPs, LLCs, C-Corporations, S-Corporations, Estates, and Trusts
- Multi-state experience
- Compliance and Preparation Services
- Deduction and Credit Maximization
- Audit Representation
QuickBooks Services
Leverage the power of QuickBooks, the number one business accounting software in the market, and benefit from our expertise as a resource for your QuickBooks questions. If you own a business and don't have accounting software, we can help you choose and implement a suitable software solution. Our QuickBooks services include:
- QuickBooks Setup
- QuickBooks Training
- QuickBooks Ongoing Assistance and Support
Lewis & Cone PLLC proudly serves businesses and individuals in Mooresville, Charlotte, China Grove, Concord, Cornelius, Davidson, Kannapolis, Lake Norman, Salisbury, Statesville, Troutman, and out-of-state clients. Contact us today to learn more about our wide range of services and how we can help you achieve your financial goals.
Professional and Personable Tax Services
Readers of this review section have consistently praised the expertise and courtesy of David Cone, who has been handling personal and business taxes for years. With a professional approach and vast knowledge in tax-related matters, David has made a significant impact on his clients' businesses. His personable nature has also contributed to a friendly and approachable atmosphere, making clients feel at ease during the complex tax preparation process.
As an example, Gloria P. commended David Cone for his exceptional services, praising his professionalism, personability, and exceptional knowledge that has significantly helped her run her small business successfully. Similarly, Logan Keck, another satisfied client, raved about the exceptional service provided by these accountants, who have been consistently recommended by word-of-mouth for over three decades.
