BBB Accredited Business since 10/13/2003
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A BBB Accredited Business since 10/13/2003
BBB has determined that Lewis Tax and Financial Group, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised Lewis Tax and Financial Group, Inc.'s rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Lewis Tax and Financial Group, Inc.
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Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:Department of Financial Services (FL)
200 E Gaines St
Tallahassee, FL 32399-6502
Polk County Business Tax Receipt
P.O. Box 1189
Bartow, FL 33831-1189
BBB records show a license number of A154710 for this company, issued by Department of Financial Services (FL). Their web address is http://www.myfloridacfo.com.Type: Office of Insurance Regulation
BBB records show a license number of 155220 for this company, issued by Polk County Business Tax Receipt. Their web address is http://www.polktaxes.com.Type: Business Tax Receipt
BBB records show a license number of R003946 for this company, issued by Department of Financial Services (FL). Their web address is http://www.myfloridacfo.com.Type: FL Office of Financial Regulation
Type of Entity
Incorporated: April 1998, FL
Contact InformationPrincipal: Mr. Carl Lewis (President)Mr. Aubrey Harrison (VP Operations)Ms. Paulette Scott (Executive Marketing Director)
Retirement Planning Service, Taxes - Consultants & Representatives
Products & Services
This company offers retirement planning services including Wealth Transfer Planning, Inheritance Tax Planning, Charitable Planning, Retirement Income Planning, IRA & 401(k) Exit Planning, Current Insurance Policy Analysis, Premium Finance, IRA & 401(k) Rollovers, Asset Protection & Wealth Preservation, Life Insurance, Medicare Advantage and Medicare Supplement Plans.