Business Details
50+ Years
experience
Your Trusted Accounting Partner Since 1948
Since 1948, Meisel Tuteur & Lewis has built a legacy of excellence in accounting, audit, and advisory services. Our firm combines 75 years of experience with a personalized approach, delivering tailored solutions to clients across industries including financial services, real estate, and professional services. We prioritize integrity, objectivity, and client relationships, leveraging our deep industry knowledge to provide strategic insights and proactive guidance.Our team of seasoned professionals brings decades of expertise to every engagement, ensuring cost-effective, high-quality service. With a commitment to exceeding expectations, we focus on understanding each client's unique needs to deliver actionable strategies for growth and long-term success.
Services
Accounting & Audit
Business Advisory
Trust & Estate Services
Taxation
Employee Benefit Plan Audits
Details
- Year established: 1948
Highlights and features
- We offer 75 years of proven experience in accounting and advisory services.
- Our team provides industry-specific expertise tailored to financial services and real estate sectors.
- We guarantee personalized, partner-level attention for every client engagement.
- Our professionals maintain continuous education on evolving tax regulations and standards.
- We combine technical skills with strategic business acumen for actionable insights.
Associations and certifications
- AICPA Employee Benefit Plan Audit Quality Center
Services
Accounting & Audit
Our audit and assurance practice delivers personalized financial reporting solutions for privately-owned companies. We combine compliance expertise with industry insights to produce accurate financial statements and regulatory filings. With decades of experience serving financial services and real estate sectors, our team provides proactive guidance on accounting standards, internal controls, and compliance requirements while maintaining a focus on cost-effective engagements.
Business Advisory
We offer tailored business advisory services that extend beyond traditional accounting. Our consultants analyze organizational needs across multiple industries to develop strategic plans for growth, succession, and operational efficiency. By understanding each client's unique challenges, we provide actionable recommendations on budgeting, regulatory compliance, and profit enhancement strategies backed by 75 years of collective industry expertise.
Trust & Estate Services
Our trust and estate specialists provide comprehensive solutions for high-net-worth individuals and family offices. We coordinate with legal and financial professionals to address estate tax planning, fiduciary accounting, and wealth transfer strategies. With a focus on minimizing tax liabilities and ensuring smooth transitions, our team delivers personalized guidance for complex estate planning needs while maintaining strict compliance with evolving regulations.
Taxation
We provide strategic tax planning for corporations, partnerships, and individuals across all business life cycles. Our experts stay current with changing tax laws to optimize compliance and minimize liabilities. From start-up tax structuring to complex corporate tax strategies, we deliver customized solutions that align with business objectives while ensuring accurate filings at federal, state, and local levels.
Employee Benefit Plan Audits
Our accredited team specializes in ERISA-compliant employee benefit plan audits. We help organizations navigate complex DOL and IRS regulations for defined contribution, defined benefit, and health plans. As members of the AICPA Employee Benefit Plan Audit Quality Center, we maintain rigorous quality controls while providing practical solutions for compliance, internal controls, and plan administration challenges.
People
Michael S. Lewis
Co-Managing Partner
With decades of experience in public accounting, Michael S. Lewis provides strategic leadership for Meisel Tuteur & Lewis. He specializes in delivering comprehensive accounting solutions to financial services firms while maintaining the firm's commitment to personalized client service.
Anthony Pentz
Co-Managing Partner
Anthony Pentz brings extensive expertise in real estate and professional services sectors. As Co-Managing Partner, he focuses on expanding the firm's advisory capabilities while maintaining its tradition of excellence established over 75 years.
Scott Awerman
Partner
Scott Awerman specializes in tax compliance and planning for corporate entities. His technical expertise ensures clients receive strategic guidance aligned with evolving tax regulations while maintaining the firm's standards of excellence.
Katie Bewalder
Partner
Katie Bewalder focuses on audit and assurance services for financial institutions. Her industry knowledge and commitment to quality control help clients navigate complex regulatory environments with confidence.
Chase M. Franklin
Partner
As a CPA and CIDA-certified professional, Chase M. Franklin provides specialized expertise in corporate finance and mergers & acquisitions. His analytical approach helps businesses achieve strategic growth objectives through data-driven decision-making.
Questions
What industries does Meisel, Tuteur & Lewis specialize in?
We specialize in serving financial services, real estate, professional services, and closely-held businesses with tailored accounting and advisory solutions.
How does the firm maintain its expertise after 75 years?
Our team participates in continuous professional education and maintains memberships in leading industry organizations like the AICPA.
What sets your employee benefit plan audit services apart?
As members of the AICPA Employee Benefit Plan Audit Quality Center, we combine specialized expertise with rigorous quality controls for ERISA audits.
How do you ensure personalized service for each client?
We assign dedicated professionals to each engagement and maintain a partner-led approach to ensure direct access to senior-level expertise.
What accounting standards do you follow?
We adhere to GAAP standards while providing proactive guidance on evolving regulations affecting financial reporting requirements.
