Mr. Lewis is a Senior Manager in the financial institutions tax group in the Sacramento, CA office of Crowe LLP. He is personally involved with over 30 financial institution, specialty finance, and broker/dealer clients throughout the Western United States. His client base consists of FinTech lenders, large money managers, and banks ranging in size from de-novo Banks to multi-billion dollar publicly traded financial institutions with multiple state filings. He works extensively in the areas of strategic tax planning, mergers and acquisitions, financial accounting for income taxes, uncertain tax positions, and stock-based compensation plans. Additionally, Mr. Lewis serves multiple S-Corporation financial institutions and has written articles on topics important to this subset of the banking industry.
Mr. Lewis is a member of both the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants and is a graduate of California State University, Sacramento.