Nate Lewis

Lewis Wealth Management Group

Financial Advisor

Director Of Operations

Iron Bull Financial

Founder

Iron Bull Tax Pros

Co-Founder

1st Gen Entrepreneurs

Member

Research Financial Strategies.

Financial Advisor who likes working with Entrepreneurs/Business Owners.  Also specializes in 401k and 403b advice.

Sales Assistant

Reducing Your Tax Liability | Creating Simple 1-page Financial Plans | Dad x 2

Nate has worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009.   He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.

Nate focuses on assisting sales and marketing professionals simplify their finances.  

Nate has been in marketing and sales basically his whole career.  He's lead both of those roles at Lewis Wealth and Iron Bull and helped them grow into the companies they are today.


https://www.lewiswealthmanagementgroup.com/disclosure

KPMG India

Tax Associate II

Real Estate US Tax(1065,1120) | Partnership Tax (1065)

Tax Associate

dotSolved Systems Inc.

Preparing sales apportionment | Sales tax monthly reconciliation | Variance Analysis | Flux analysis | Handle, manipulate and analyze data and information responsibly | Assisting Tax information team with processing W9 Forms | Work closely with U.S. teams to collect necessary information for tax service requirements.

Account Executive

IRIS KPO Resourcing India Private Limited

•	Troubleshooting Financial Accounts which includes Consolidated Accounts, Management accounts, LLPS, Charities and Academies. 
•	Ensuring accuracy of entries, postings, double entry and journal entries.
•	Statutory Accounts production Creating IXBRL documents, ready for submission to Company House and HMRC.
•	Forming reports periodically - variance analysis, budgeting, forecasting and reconciliation analysis. 
•	Creating and reviewing trial balances, accounts reconciliations, income statements, statement of financial position and cashflow analysis. 
• Creating and manipulating excel sheets -using pivot tables and VLooks up.
•  Preparation of Self-Assessment Tax Return
•  Submission of Tax Return

Uk Taxation Executive

•	Sorted and organized files, spreadsheets and reports
•	Analyzed problems, identified solutions and made decisions. Interacted with customers by phone, email to provide information
•	Assisted with filing the tax return, troubleshooting the exception reports, solving the problems during the peak period

Uk taxation intern

Anandu is a qualified CMA and a dedicated US tax professional primarily focused on serving clients in the Real Estate sector. Majorly focused on Federal Taxation matters.

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Nate Lewis

Anandu Anil

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