• Services You Rely On

    From individuals and families to estates and trusts, we offer a broad range of services to help achieve your goals throughout the events of your life.
  • Services Businesses Rely on

    New Business start-up or established, we offer a broad range of services to help your business get started, stay on track and achieve its goals.
  • Reliable and Accurate Support

    We are here when you need us, experienced, hands on approach, technological infrastructure, and personalized service. We take your call.
  • Security You Can Trust

    Your data is safe with us. Our client portal protects you with 14 layers of security.

Lewis & Cone PLLC, Mooresville, NC

Lewis & Cone PLLC, Certified Public Accountants is one of the areas most trusted CPA firms. Lewis & Cone are meeting the financial and tax needs of Individuals, New Business, Established Businesses, Estates and Trusts; by providing timely, accurate and reliable services. Lewis & Cone combine well over 45 years of experience to guide our clients through complex issues. We are accessible and take the time to listen to our clients, their needs and value the relationships we build. Locally serving Mooresville, Charlotte, China Grove, Concord, Cornelius, Davidson, Kannapolis, Lake Norman, Salisbury, Statesville, Troutman, and welcoming out of state clients as well.

Services for Individuals

Tax Planning and Tax Return Preparation for Individuals, Families, Sole Proprietors, Rental Property Owners, Estates and Trusts. Multi-state tax returns are welcome. We are committed to providing excellent service and awareness of tax law changes to keep you compliant, always with an eye on reducing tax liability, maximizing refunds, and protecting your personal assets.

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Business Services

Are you running your business or is your business running you? We provide New Business Start-Up and Entity Selection Consulting, Full Service or As Needed; Accounting, Bookkeeping, Business Consulting, Financial Reporting, Compilations & Reviews, Payroll & Payroll Reporting, Tax Planning and Preparation services. Let us help, so you can focus on running and growing the business.

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Tax Services

Tax Planning and Tax Return Preparation services for Individuals, Partnerships, LLLP's, LLC's, C-Corporations, S-Corporations, Estates and Trusts. Multi-state experience. Don’t pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance and preparations services.

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QuickBooks and Software Services

QuickBooks is the number one business accounting software. Let us help you get started and be a resource for your QuickBooks questions. We also work with many other accounting software packages. If you own a business and don't have accounting software, we can help you choose one or run your business through our software.

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R. Frank Lewis, CPA and David J. Cone, CPA hold license numbers 6812 & 24682 respectively from the North Carolina State Board of Certified Public Accountant Examiners and are members of the following organizations:

North Carolina Association of
Certified Public Accountants

American Institute of Certified Public

Chamber of Commerce

Approved IRS e-file Provider

Tax Due Dates