What Wilson Lewis does

Wilson Lewis is an Atlanta-based, privately held accounting and advisory firm operating since 1999 under an alternative practice structure, with Wilson Lewis Attestation Services, LLP providing licensed CPA attest services and WL Advisors, LLC providing advisory and non-attest services. The firm delivers a full-service portfolio across five core lines — tax services, accounting, advisory, assurance and audit, and retirement planning — augmented by tiered outsourced accounting from bookkeeping through CFO-level support and estate/trust tax planning.

The firm serves clients across eight specialized industry verticals: construction, independent auto dealers, convention centers and hospitality, technology companies, nonprofit organizations, attorneys and law firms, healthcare, and sports and entertainment. Vertical-specific expertise (e.g., LIFO calculations and cost segregation for auto dealers; job costing and bonding for construction; R&D tax credit and revenue recognition for technology) is positioned as the primary differentiation against generic local CPA competitors. Distribution is direct and relationship-led through four Greater Atlanta offices (Atlanta, Duluth, Alpharetta, Gainesville), with a content-driven marketing engine spanning an industry blog, monthly newsletter, and LinkedIn/Instagram presence.

Revenue is generated entirely through professional service fees under a quote-based engagement model typical of CPA firms; pricing is not publicly disclosed. The firm has no proprietary technology platform — delivery relies on professional staff, supplemented by a basic third-party client portal and online payment system. Growth in 2025 has been driven by inorganic activity, notably the acquisition of Ferraro Tax & Accounting CPA of Alpharetta, combined with expansion of the outsourced accounting product line and ongoing vertical marketing investment.

Name

Wilson Lewis

Legal name

Wilson Lewis Attestation Services, LLP

Website

https://wilsonlewis.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Wilson Lewis is a privately held Atlanta-based CPA and advisory firm delivering tax, accounting, audit, advisory, retirement planning, and outsourced accounting services across eight industry verticals in Greater Atlanta.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services: Full-service accounting firm providing tax services, accounting, advisory, assurance & audit, and retirement planning services. Revenue generated through professional service fees for compliance, advisory, and consulting engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Wilson Lewis is an Atlanta-based, full-service CPA and advisory firm delivering tax planning and compliance, accounting, advisory, assurance and audit, and retirement planning services to business clients across eight specialized industries. Services are delivered by a shared team of professionals rather than individual practitioners, and supported by a client portal and online payment system for client self-service.

Product overview

Wilson Lewis is a full-service CPA and advisory firm offering a unified portfolio of accounting, tax, assurance, and advisory services. The core service offerings include Tax Services, Accounting Services, Advisory Services, Assurance & Audit Services, and Retirement Planning. The firm operates as a traditional accounting practice without a platform-plus-modules software architecture. Specialized services include outsourced accounting (with tiered support from bookkeeping through CFO-level), industry-specific services for construction, technology, auto dealers, and convention centers, and estate tax planning. Services are delivered through professional staff engagement rather than a self-service software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Federal, state and multi-state tax filing, tax planning strategies, R&D tax credit consultation and ongoing tax advisory for business and individual clients.
• Accounting Services Comprehensive accounting services covering outsourced accounting, bookkeeping, payroll processing and financial reporting for business clients.
• Advisory Services Strategic business consulting including financial planning, business valuations, succession planning and operational reviews.
• Assurance & Audit Services Audit, review and compilation of financial statements, employee benefit plan audits and compliance assurance engagements.
• Retirement Planning Retirement planning services including 401(k) audit services, plan compliance consulting and employee benefit plan advisory.
• Construction Industry Services Specialized accounting, tax planning and advisory for construction companies including job costing, bonding preparation and contract analysis.
• Technology Industry Services Accounting and tax services for technology firms including software, hardware, cloud, biotech and IT consulting companies, with R&D tax credit and revenue recognition advisory.
• Auto Dealer Services Accounting, audit and tax services for independent automobile dealerships including LIFO calculations, cost segregation studies and state/local tax compliance.
• Convention Center & Hospitality Services Financial services for convention centers and hospitality venues including partner contract audits, tax planning and operational risk management.

Quantifiable outcome

• Team-based approach provides consistency and continuity
• +1 more outcomes

Named customers2 records

Segments8 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Ferraro Tax & AccountingcoreStrategic or Co-development Partner · 21 July 2025Ferraro Tax & Accounting CPA (FTA) of Alpharetta, GA joined Wilson Lewis. The combination blends two firms with deep local roots and robust service cultures in the Greater Atlanta area. FTA has reputation for quality, personal attention and expertise in problem-solving highly complex tax scenarios.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Habif, Arogeti & Wynne (HA&W): Atlanta-based mid-sized CPA and advisory firm serving middle-market businesses. Comparable regional scale, similar multi-vertical serving model, and overlapping Greater Atlanta footprint make it the closest direct competitor.
• Bennett Thrasher: Atlanta-headquartered CPA firm providing tax, audit, and advisory services to mid-market and family-owned businesses. Direct regional peer with comparable size and full-service CPA model.
• Frazier & Deeter: Top-50 U.S. CPA and advisory firm headquartered in Atlanta with a team-based service model across tax, audit, and advisory. Comparable culture, vertical specialization, and Atlanta market presence; slightly larger in scale.
• Smith & Howard: Atlanta-based CPA firm providing accounting, tax, and advisory services to growth-oriented businesses and high-net-worth individuals. Direct regional peer with comparable service mix.
• Mauldin & Jenkins: Southeast-based CPA firm with Atlanta presence, providing audit, tax, and advisory to construction, government, and nonprofit clients. Comparable vertical depth and regional footprint.
• Windham Brannon: Atlanta-based CPA and advisory firm providing tax, audit, and advisory services with industry focus on construction, real estate, and professional services. Direct regional peer with comparable mid-market positioning.
• Aprio: Atlanta-based Top-50 CPA and advisory firm with strong technology, construction, and nonprofit vertical practices. Direct peer with similar vertical specialization and Atlanta market presence; larger scale.

Broad incumbents

• Cherry Bekaert: Top-25 U.S. CPA and advisory firm with Southeast presence and full-service tax, audit, and consulting offerings. Larger-scale incumbent competing for similar mid-market regional engagements.
• Forvis (formerly Dixon Hughes Goodman): Top-10 U.S. CPA firm formed from the merger of DHG and BKD, with significant Southeast operations. Larger incumbent offering overlapping tax, audit, and advisory services to mid-market clients.
• Wipfli: Top-25 U.S. accounting and advisory firm serving mid-market clients with industry specialization across construction, auto dealers, and nonprofit. Comparable vertical focus but significantly larger national scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• Xx.com/wilsonlewiscpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wilson Lewis