# Susan S. Lewis, Ltd. > Full-service certified public accounting (CPA) firm in Naperville, Illinois, operating as Lewis.cpa. Serves individuals, closely held businesses, and not-for-profit organizations with tax preparation and planning, bookkeeping, payroll, audit, and CFO advisory services. > Founded in 1986 by Susan S. Lewis, CPA. Based in the greater Chicago area with remote service across all 50 U.S. states and territories. The firm handles both an owner's individual return and their business's accounting under one roof. Free initial consultation; fees are quoted per engagement. ## Services - [Income Tax Planning](https://www.lewis.cpa/income-tax-planning): Year-round planning to reduce liability and optimize deductions. - [Income Tax Preparation](https://www.lewis.cpa/income-tax-preparation): Federal and state returns for individuals and businesses. - [Multistate Tax Preparation](https://www.lewis.cpa/income-tax-preparation/multistate-tax-services-in-chicago-il): Returns and nexus analysis for multi-state taxpayers. - [Estate & Trust Tax Preparation](https://www.lewis.cpa/estate-trust-tax): Fiduciary, estate, and trust returns and planning. - [Tax & Estate Planning for Closely Held Businesses](https://www.lewis.cpa/estate-trust-tax-closely-held-businesses): Succession and transfer planning for owner-operated businesses. - [IRS Representation](https://www.lewis.cpa/irs-representation): Representation in audits, notices, and appeals before the IRS and state agencies. - [State & Local Tax (SALT)](https://www.lewis.cpa/state-and-local-tax): State and local tax compliance and planning. - [Business Restructuring & Turnaround](https://www.lewis.cpa/business-turnaround-restructuring-services): Corporate turnaround, liquidation, and reorganization. - [Mergers & Acquisitions](https://www.lewis.cpa/mergers-acquisitions): Financial and tax support for buying, selling, and merging businesses. - [International & Global Tax Services](https://www.lewis.cpa/international-tax-services): Cross-border tax compliance and planning. - [US Expat Tax Preparation](https://www.lewis.cpa/expat-tax): Returns for U.S. citizens and residents abroad. - [Foreign Bank Account Reporting (FBAR)](https://www.lewis.cpa/foreign-bank-account-reporting): FBAR and foreign financial asset reporting. - [Innocent Spouse Relief](https://www.lewis.cpa/innocent-spouse-relief): Relief filings for taxpayers not liable for a spouse's tax debt. - [Offer in Compromise](https://www.lewis.cpa/offer-in-compromise-cpa): Settlement of IRS tax debt for less than the amount owed. - [Tax Controversy](https://www.lewis.cpa/tax-controversy): Resolution of disputes with taxing authorities. - [Tax Structuring](https://www.lewis.cpa/tax-structuring): Entity and transaction structuring for tax efficiency. - [R&D Tax Credit Services](https://www.lewis.cpa/research-and-development-tax-credit-services): Research and development credit identification and documentation. - [IC-DISC Export Tax Incentive](https://www.lewis.cpa/ic-disc-export-tax-incentive): Export tax incentive setup for qualifying exporters. - [Due Diligence Engagements](https://www.lewis.cpa/due-diligence): Financial due diligence for transactions and real estate. - [Bookkeeping](https://www.lewis.cpa/bookkeeping): Transaction recording and financial record maintenance. - [Payroll](https://www.lewis.cpa/payroll): Payroll processing, filings, and compliance. - [Audit & Assurance](https://www.lewis.cpa/audit): Financial statement audits, including not-for-profit audits. - [Financial Statement Preparation](https://www.lewis.cpa/financial-statement-preparation): Compiled and reviewed financial statements. - [Outsourced Accounting](https://www.lewis.cpa/outsourced-accounting): Full outsourced accounting function for businesses. - [Cash Flow Management](https://www.lewis.cpa/cash-flow-management): Cash flow forecasting and management. - [Bank Reconciliation](https://www.lewis.cpa/bank-reconciliation): Account reconciliation and clean-up. - [Outsourced CFO](https://www.lewis.cpa/cfo): Part-time CFO-level financial oversight and strategy. - [Accounting Software Setup](https://www.lewis.cpa/software-setup): Implementation and support for accounting platforms. - [QuickBooks Setup](https://www.lewis.cpa/software-setup/quickbooks-accounting): QuickBooks implementation and support. - [Xero Setup](https://www.lewis.cpa/software-setup/xero-accounting): Xero implementation and support. - [NetSuite Setup](https://www.lewis.cpa/software-setup/netsuite-accounting): NetSuite implementation and support. - [FreshBooks Setup](https://www.lewis.cpa/software-setup/freshbooks-accounting): FreshBooks implementation and support. - [Financial Planning](https://www.lewis.cpa/financial-planning): Estate, retirement, college savings, business succession, employee benefits, and budgeting/forecasting planning. ## Industries - [Small & Medium Business](https://www.lewis.cpa/industries/small-medium-business): Tax and accounting for small and midsize businesses. - [Not-for-Profit](https://www.lewis.cpa/industries/not-for-profit): Audits, consulting, and accounting for nonprofits. - [High Net-Worth Individuals](https://www.lewis.cpa/industries/high-net-worth-individuals): Complex and multistate individual tax and planning. - [Law Firms](https://www.lewis.cpa/industries/law-firms): Accounting for legal practices. - [Real Estate](https://www.lewis.cpa/industries/real-estate): Accounting and tax for real estate businesses. - [Construction](https://www.lewis.cpa/industries/construction): Job costing and construction accounting. - [Healthcare](https://www.lewis.cpa/industries/healthcare): Accounting for medical and healthcare groups. - [Retail](https://www.lewis.cpa/industries/retailers): Accounting for retail businesses. - [Restaurants](https://www.lewis.cpa/industries/restaurant-accounting): Restaurant accounting and tax. - [Hospitality](https://www.lewis.cpa/industries/hospitality): Hotel and hospitality accounting and tax compliance. - [Franchise](https://www.lewis.cpa/industries/franchise): Franchise accounting and profitability analysis. - [Startups](https://www.lewis.cpa/industries/startups): Accounting and tax setup for new companies. - [Technology](https://www.lewis.cpa/industries/technology): Accounting for technology companies. - [Veterinary](https://www.lewis.cpa/industries/veterinary): Accounting for veterinary practices. - [Insurance](https://www.lewis.cpa/industries/insurance): Accounting for insurance agencies and brokerages. - [Education](https://www.lewis.cpa/industries/education): Accounting for schools and educational organizations. - [Travel & Tourism](https://www.lewis.cpa/industries/travel-and-tourism): Accounting for travel and tourism businesses. - [Transportation & Logistics](https://www.lewis.cpa/industries/transportation-and-logistics): Accounting for transportation and logistics firms. - [Sports, Arts & Entertainment](https://www.lewis.cpa/industries/sports-arts-and-entertainment): Accounting for athletes, artists, and entertainment businesses. - [Naperville CPA Services](https://www.lewis.cpa/industries/expert-tax-and-accounting-services-in-naperville-il): Tax and accounting for Naperville-area clients. ## About - [About the Firm](https://www.lewis.cpa/about): History since 1986, mission, and team bios and credentials. - [All Tax Services](https://www.lewis.cpa/tax-services): Overview of every tax service offered. - [All Accounting Services](https://www.lewis.cpa/accounting-services): Overview of every accounting and advisory service. - [All Industries](https://www.lewis.cpa/industries): Full list of industries served. ## Results & Reviews - [Client Testimonials](https://www.lewis.cpa/about): Verified client reviews on the firm's About page. ## Contact - [Contact Us](https://www.lewis.cpa/contact-us): Naperville office, phone, hours, and intake form. - [Secure Document Upload](https://www.lewis.cpa/doc-upload): Client portal for uploading tax and accounting documents. ## Social Profiles - [Google Business Profile](https://goo.gl/maps/6Gq6vYanxD3FRBH97): Naperville location — address, hours, directions, and reviews. - [LinkedIn](https://www.linkedin.com/company/susan-s-lewis-ltd-/): Company page — firm updates and team. - [Facebook](https://www.facebook.com/Susan.Lewis.Ltd/): Firm page — community updates and reviews. ## Optional - [Blog / Insights](https://www.lewis.cpa/blog): Articles on tax, accounting, and small business topics. - [FAQ](https://www.lewis.cpa/faq): Common questions about the firm's services. - [Guides](https://www.lewis.cpa/guides): In-depth tax and accounting guides. - [Useful Resources](https://www.lewis.cpa/useful-resources): Client resources and reference links. - [Tax Calculators](https://www.lewis.cpa/chicago-sales-tax-calculator): Sales tax, S-corp, property tax, business valuation, break-even, and cash flow calculators. - [Areas We Serve](https://www.lewis.cpa/locations): Illinois service-area location pages. --- Language: en Updated: 2026-07-24