Lewis Apex Holdings LLC
About
At Lewis Apex Holdings, LLC, we provide strategic tax, accounting, and financial consulting services designed to help individuals and businesses build, protect, and grow their wealth. With over 20 years of experience and a foundation built on expertise from global CPA firms, we deliver tailored solutions that go beyond compliance—focusing on long-term financial success.
Our services include tax preparation, bookkeeping, and advisory support,
for individuals and businesses at every stage. We pride ourselves on being responsive, knowledgeable, and committed to simplifying the financial process for our clients.
At Lewis Apex Holdings, we don’t just manage numbers—we help you move with confidence.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Phone conversation to learn more about the client and I send them a questionnaire and then they can email or scan documents to me. I also offer in person meetings.
What education and/or training do you have that relates to your work?
Masters in Accounting