Lewis & Associates

What Lewis & Associates does

Lewis & Associates is a name shared by two distinct professional-services firms, and the available data conflates both. The first is Lewis & Associates LLP, a Canadian immigration-law firm founded by Jacqueline Lewis (BA, LLB, LLM) that specializes in refugee claim processing and 2SLGBTQI+ rights advocacy, reporting operational capacity of over 100 refugee claims per week and a Montreal office, with consideration of a U.S. office. The founder simultaneously serves as President of Egale Canada, and the firm has received international press recognition via TIME, Forbes, and Vanity Fair. Its customer base consists of refugees, asylum seekers, and 2SLGBTQI+ individuals and families across Canada, served through direct legal representation.

The second is Lewis and Associates, PC, a tax and accounting firm headquartered in St. Louis, Missouri, offering tax preparation and planning, accounting and bookkeeping, financial planning, insurance advisory, and life-events financial guidance to individuals and small businesses. Its go-to-market is local professional-services delivery supported by a Thomson Reuters Web Builder CS website, a 256-bit SSL client portal, online financial calculators, and IRS resources.

The business model for both entities is fee-for-service professional services: the immigration-law practice generates revenue from legal representation in refugee claims and immigration matters, while the tax-and-accounting practice generates revenue from tax preparation, advisory, and ongoing financial-planning engagements. No software, subscription, or platform revenue is associated with either entity. Ownership is founder-controlled for the immigration-law firm, with no external investors identified; the tax-and-accounting firm appears similarly owner-operated.

Name

Lewis & Associates

Legal name

Lewis & Associates LLP

Website

https://fredlewiscpa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Lewis & Associates operates as two distinct professional-services firms sharing a name: a Canadian immigration-law firm (Lewis & Associates LLP) processing refugee claims and advocating for 2SLGBTQI+ rights, and a St. Louis tax and accounting firm (Lewis and Associates, PC) providing tax preparation, bookkeeping, and financial planning.

Ownership category

akta.pro rank

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Distribution channels1 record

Marketing channels4 records

Core offering

Lewis & Associates is a professional tax and accounting firm offering tax preparation and planning, accounting and bookkeeping, financial planning, insurance advisory, and life-events financial guidance to individuals and businesses across various industries. The firm supports clients with year-round compliance, planning for the future, and adapting to changing financial and regulatory requirements.

Product overview

Lewis & Associates operates as a service-based professional firm offering two distinct service lines: (1) Lewis & Associates LLP is a Canadian immigration law firm specializing in refugee claims processing and LGBTQ+ advocacy, processing over 100 refugee claims weekly; (2) Lewis and Associates, PC (St. Louis) is a tax and accounting firm providing financial advisory services including tax preparation, accounting/bookkeeping, financial planning, and insurance guidance. Neither entity operates a technology product, software platform, or SaaS offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Planning Services

Quantifiable outcome

• Over 100 refugee claims processed weekly

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Botkeeper: Tech-enabled bookkeeping and accounting service targeting small businesses. Directly comparable to Lewis & Associates' bookkeeping and accounting line, competing on automation and price.
• Bench Accounting: Outsourced bookkeeping and financial reporting service for small businesses. Comparable offering, target customer, and pricing model to Lewis & Associates' bookkeeping and financial statement prep services.
• 1-800Accountant: Virtual accounting, tax, bookkeeping, and payroll service targeting small businesses and entrepreneurs. Closely aligned with Lewis & Associates' service mix and small-business customer segment.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services for small businesses and startups. Competes with Lewis & Associates for the same small-business bookkeeping and financial planning wallet share.

Regional players

• Anders CPAs + Advisors: Mid-sized regional CPA and advisory firm based in the St. Louis / Midwest region offering tax, accounting, financial planning, and wealth advisory. Regionally comparable to Lewis & Associates' St. Louis footprint but at meaningfully greater scale.

Broad incumbents

• BDO USA: Top-tier US accounting and advisory firm serving mid-market and small businesses across tax, bookkeeping, and financial planning. A scaled incumbent Lewis & Associates would compete against for larger or more sophisticated small-business clients.
• Xero: Cloud accounting platform widely used by small businesses and their accountants/bookkeepers. Adjacent enabling technology that Lewis & Associates' clients may use and that could also substitute for traditional bookkeeping services.
• KPMG Spark: Big Four-affiliated online bookkeeping, tax, and advisory service for small businesses. Comparable service mix but with the backing of a global accounting firm, making it a scaled incumbent rather than a direct local peer.
• Intuit (QuickBooks): QuickBooks dominates DIY small-business accounting, tax, and payroll. Major competitive force against Lewis & Associates as both an enabling platform for clients and a substitute for paid bookkeeping/tax services.
• Block Advisors (H&R Block): Small-business tax, bookkeeping, and payroll arm of H&R Block. Competes with Lewis & Associates for the same small-business tax and bookkeeping engagements, but with significantly larger scale and brand reach.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/lewis-and-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Lewis & Associates