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Partner Profiles

Neal Lewis, CPA

Chairman/CEO

Responsible for overall client relations and developing and implementing the firm's strategic plan.

Experience

  • Specializes in closely-held entities, the real estate industry, restaurant management, agribusiness, and the construction industry.
  • Serves a wide array of audit clients that include governmental entities, non-profit organizations, and closely-held entities.
  • Has 30 years of experience in forensic accounting and fraud auditing.
  • Extensive experience serving clients that are subject to the Single Audit Act requirements.
  • Provides tax consulting service for closely-held businesses and high net-worth individuals.
  • Experienced in tax issues involving corporations, partnerships, non-profit entities, and individuals.
  • Represents clients before the Internal Revenue Service for tax audits, Private Letter rulings, and not-for-profit determination.
  • Specializes in tax consulting engagements for mergers and acquisitions, and sale of businesses.

Education

  • Bachelor of Arts degree in accounting, Saint Leo University
  • AICPA Certificate of Educational Achievement in Government Auditing and Accounting as recognition of successful completion of an integrated program in Governmental Accounting and Auditing

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
    • Past President of the North Central Chapter
    • Past member of the Continuing Education Committee
  • Association of Certified Fraud Examiners

Civic

  • Milton Rotary Club
  • Planned Giving Council, Evangelical Community Hospital
  • Business Advisory Board, College of Business, Pennsylvania College of Technology

Contact Info

Toll-free: 866.494.9501

Email: Neal.Lewis@LewisBarlettKlees.com

Available to meet in the office of your choice.

Mail Correspondence to: 41 Broadway, Milton, PA 17847