Business Details
Your Trusted Partner for Accounting and Tax Solutions
At Lewis & Cone, we are dedicated to providing comprehensive accounting and tax services grounded in Christian values. With over 45 years of combined experience, our team of certified public accountants serves individuals, families, businesses, estates, and trusts. We prioritize professionalism, responsiveness, and quality, ensuring personalized attention to every client. Our expertise spans tax planning, business accounting, payroll services, and QuickBooks support, tailored to help clients achieve financial success.We are committed to continuous education, technological innovation, and maintaining the highest standards of service. Our firm values long-term client relationships, built on trust, transparency, and a deep understanding of local and multi-state financial landscapes. By combining the resources of a larger firm with the personal touch of a local practice, we deliver insightful, reliable solutions to complex financial challenges.
Services
Tax Planning
Business Accounting
Payroll Services
QuickBooks Support
Estate Planning
Succession Planning
New Business Formation
Tax Problem Resolution
QuickBooks Training
Tax Return Preparation
Highlights and features
- We combine over 45 years of accounting expertise with personalized service.
- Our 14-layer secure client portal protects your sensitive financial data.
- We serve local communities including Mooresville, Charlotte, and Lake Norman.
- Approved IRS e-file provider with multi-state tax preparation experience.
- Hands-on approach to resolving complex tax and business accounting challenges.
Services
Tax Planning
Our tax planning services help individuals and businesses legally minimize tax liability through proactive strategies. We analyze your financial situation to identify deductions, credits, and compliance opportunities tailored to your goals. With expertise in multi-state tax regulations, we ensure your plan maximizes refunds while protecting assets.
Business Accounting
We provide full-service accounting solutions for small to mid-sized businesses, including financial reporting, payroll management, and entity selection consulting. Our team handles day-to-day financial operations so you can focus on growth. Services include compilations, reviews, and customized financial statements to support informed decision-making.
QuickBooks Support
From setup to ongoing support, we optimize QuickBooks for your business needs. Our services include software configuration, employee training, and troubleshooting to ensure accurate financial tracking. We also offer QuickTune-up sessions to resolve discrepancies and improve system efficiency for tax preparation or financial reviews.
Estate Planning
Our estate planning guidance simplifies complex processes for individuals and families. We assist with wills, trusts, and gift tax strategies to ensure smooth asset transfer while minimizing tax burdens. Services address probate avoidance, guardianship designations, and long-term financial security for beneficiaries.
Tax Problem Resolution
We resolve tax disputes and compliance issues with the IRS and state agencies. Our team negotiates payment plans, penalty abatements, and audit representation to reduce financial stress. With discreet, efficient service, we address liens, levies, and back-tax obligations while maintaining client confidentiality.
People
R. Frank Lewis
CPA
With over 40 years of experience, R. Frank Lewis provides expert accounting and tax advisory services. Licensed in North Carolina, he specializes in individual and business tax planning, leveraging deep local market knowledge to deliver client-focused solutions.
David J. Cone
CPA
David J. Cone brings extensive expertise in business accounting and QuickBooks optimization. As a licensed CPA, he focuses on helping small businesses streamline financial operations through tailored bookkeeping, payroll solutions, and technology integration.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and QuickBooks support tailored to small business needs.
Do you handle multi-state tax returns?
Yes, we prepare and file tax returns for individuals and businesses across multiple states.
How can you help with tax debt issues?
We negotiate payment plans, penalty abatements, and IRS dispute resolutions to reduce tax liabilities.
What security measures protect client data?
Our client portal uses 14 layers of encryption to safeguard sensitive financial information.
Are you available for year-round tax planning?
Yes, we offer ongoing tax strategy consultations to optimize savings throughout the year.
Do you serve clients outside North Carolina?
We welcome out-of-state clients and provide remote accounting and tax services nationwide.
