Insights

Niche Financial Small-scale advisory with a tight team suggests opportunities to sell comprehensive back-office, compliance, and tax automation solutions tailored to lean operations and rapid onboarding.

Midmarket Benchmark Revenue position of roughly $1M–$10M and a business model similar to large tax firms indicates potential for scalable CRM, client portal, and analytics offerings that support growth without overhauling current systems.

Tech Footprint Current stack (Concrete CMS, jQuery, PHP, Google Analytics) reveals room for modernization, security upgrades, and API-driven integrations with modern tax and financial planning tools.

Growth Signals Location in Lakeland and small employee base imply potential for regional sales expansions, partnerships with local CPA networks, and outsourced service bundles to expand capacity.

Competitive Position Operating alongside large tax players in the market, there is an opportunity to offer niche, personalized advisory services and cost-efficient digital experience to differentiate from incumbents.

Similar companies to Lewis Tax Advisory Group

Lewis Tax Advisory Group Tech Stack

Lewis Tax Advisory Group uses 5 technology products and services including Concrete CMS, Cufon, jQuery, and more. Explore Lewis Tax Advisory Group's tech stack below.

  • Concrete CMS
    Content Management System
  • Cufon
    Font Scripts
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Lewis Tax Advisory Group's Email Address Formats

Lewis Tax Advisory Group uses at least 1 format(s):
Lewis Tax Advisory Group Email FormatsExamplePercentage
FLast@lewistax.usJDoe@lewistax.us
80%
First@lewistax.usJohn@lewistax.us
20%

Frequently Asked Questions

What is Lewis Tax Advisory Group's phone number?

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You can contact Lewis Tax Advisory Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lewis Tax Advisory Group's official website and social media links?

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Lewis Tax Advisory Group's official website is lewistax.us and has social profiles on LinkedIn.

How much revenue does Lewis Tax Advisory Group generate?

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As of August 2026, Lewis Tax Advisory Group's annual revenue is estimated to be $1M - $10M.

What is Lewis Tax Advisory Group's SIC code NAICS code?

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Lewis Tax Advisory Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Lewis Tax Advisory Group have currently?

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As of August 2026, Lewis Tax Advisory Group has approximately 3 employees across 1 continents, including North America. Key team members include Assistant To President: P. S.Tax Consultant: A. H.: M. L.. Explore Lewis Tax Advisory Group's employee directory with LeadIQ.

What industry does Lewis Tax Advisory Group belong to?

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Lewis Tax Advisory Group operates in the Financial Services industry.

What technology does Lewis Tax Advisory Group use?

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Lewis Tax Advisory Group's tech stack includes Concrete CMSCufonjQueryPHPGoogle Analytics.

What is Lewis Tax Advisory Group's email format?

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Lewis Tax Advisory Group's email format typically follows the pattern of FLast@lewistax.us. Find more Lewis Tax Advisory Group email formats with LeadIQ.
Lewis Tax Advisory Group logo

Lewis Tax Advisory Group

Financial ServicesFlorida, United States2-10 Employees

Lewis Tax Advisory Group is a financial services firm based in Lakeland, Florida. The company operates in a specialized area of finance, offering advisory services to clients in need of tax-related support and financial guidance. With a small team, the firm serves the local market from its a dedicated office location, positioning itself to assist individuals and small businesses in navigating tax matters and related financial considerations. The concise footprint and location in Lakeland place the firm within the Florida accounting and tax advisory ecosystem, where it operates alongside other professional services providers. The information available indicates a focus on delivering personalized tax advisory services to a regional client base.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Lewis Tax Advisory Group's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Lewis Tax Advisory Group's revenue is estimated to be in the range of $1M - $10M

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