Empowering You to Achieve Your Financial Goals
Lewis & Cone PLLC, Certified Public Accountants, is one of the most trusted CPA firms in Mooresville, NC. With well over 45 years of combined experience, our team is dedicated to providing timely, accurate, and reliable services to individuals, businesses, and estates and trusts.
Our Mission
Our mission is to provide exceptional service, guidance, and support to our clients, empowering them to achieve their financial goals and aspirations. We take pride in building strong, personal relationships with our clients, understanding their unique needs and priorities. Our team is committed to staying up-to-date with the latest tax laws, regulations, and industry developments to ensure our clients receive the best possible advice and solutions.
Services We Offer
We offer a broad range of services to cater to the diverse needs of our clients. For individuals, we provide tax planning and preparation, financial reporting, and estate and trust services. Our business services include new business start-up consulting, accounting, bookkeeping, financial reporting, payroll services, and tax planning and preparation. We also specialize in QuickBooks services, including setup, training, and support.
Why Choose Us
At Lewis & Cone PLLC, we understand the importance of building trust and confidence with our clients. Our team is dedicated to providing personalized service, taking the time to listen to our clients' needs and concerns. We are accessible, reliable, and committed to delivering high-quality services that meet the highest standards of professionalism and integrity.
Security and Technology
We take the security and confidentiality of our clients' data seriously. Our client portal is protected by 14 layers of security, ensuring that all sensitive information is safe and secure. We also invest in the latest technological infrastructure to ensure efficient and effective communication and data management.
Get to Know Us
We invite you to explore our website, learn more about our services, and get to know our team. We are committed to providing exceptional service, guidance, and support to help our clients achieve their financial goals and aspirations.
Satisfied Clients
Professionalism and Expertise
The reviewers praised the accountant, David Cone, for his professionalism and expertise in handling their taxes. He is described as "a wealth of knowledge" who has helped one client run their small business successfully.
Personal Touch
David Cone's personable nature was also highlighted as a key aspect of his service. Clients appreciated his friendly and approachable demeanor, making the tax preparation process more comfortable and stress-free.
Recommendations
The accountants were highly recommended by a family who had been clients for decades, which speaks to their reliability and consistency in providing quality service.
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