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Lewis, Poe, Moeller, Gunderson & Roberts, LLC
 
 
Overview: 

Services

Tax Preparations & Consulting

Individuals
Limited liability companies
General & limited partnerships
Corporations
Estates & trusts
Not-for-profit entities

Financial Statements

Internal use only statements
Compilations
Reviews
Audited financial statements
Bookkeeping/Quickbooks
Budgeting
     
Management Consulting

Retirement planning
Trustees services
Conservatorship
Payroll preparation/training
Buy/sell arrangements
Expert witness testimony
Fraud investigations
Forecasts/projections


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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