Lewis Tax and Financial Group

Lewis Tax and Financial Group

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We are a family business that has over 30 years of experience in the Financial industry.

Some of our services offered are: Asset Preservation, Savings Accumulation, Retirement Planning, Tax Preparation/Planning, Social Security, and much more. Retirement Planning: At Lewis Tax & Financial Group we believe your future shouldn't be put at risk. Thats why risk free investments is all we do at Lewis tax & Financial Group with a chance of earning higher accumulation

07/08/2026

We love our office view! The swans of Lake Morton being right outside our window is truly magical.

05/21/2026

Another great evening of retirement education and conversation! Thank you to everyone who joined us to learn more about retirement income, taxes, Social Security, estate planning, and protecting what matters most.

We love helping people feel more confident about the future and providing free education for our community of retirees!

02/03/2026

Call us for more information! This is a tax-deferred guaranteed rate. Lock in your rate today!

10/31/2025

Happy Halloween! 👻

Don’t let market volatility haunt you this Halloween!

We help take the scare out of your retirement planning with real strategies for safe, steady growth and guaranteed income options. 🎃

07/03/2023

We will be closed tomorrow. Open on the 5th. Have fun be safe.

05/26/2023

Have a safe Memorial Day.
Our office will be closed Monday 29th and open 30th.

04/18/2023
Photos from Lewis Tax and Financial Group's post 02/16/2023

Want to know how you can get access to this super exclusive new Lakeland Cafe??… Get your taxes done with us! 😉
This is one of the complimentary treats we like to offer our clients during Tax Season! Have some tea or coffee with a fresh baked cookie, while we help you with your taxes! Call us at 863-687-3012 to book your appointment today!

02/16/2023

Call us @ 863-687-3012 and schedule your taxes with us this year. No matter how complicated, how many forms you have, you will not pay more than $129 for your personal taxes. We have one of the lowest rates in Central AND no hidden FEES or surprises! Our qualified and certified Tax consultants are ready to sit down with you and personally go over your taxes.

Photos from Lewis Tax and Financial Group's post 11/11/2022

Brittany and Kennedy spent a few days out of the office, attending the Woman Forum hosted by Brokers International in Atlanta, Georgia, at the Hyatt Regency. It was amazing for them to be empowered and inspired by so many amazing women in the industry. So excited for them to come back and implement some of the invaluable information into our own office. Thank you Brokers International and Megastar Advisors, LLC. for inviting us!

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Location

Address


1 Lake Morton Drive
Lakeland, FL
33801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm