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1064 104th St
Naperville, Illinois 60564
Review of Susan Lewis, LLC What a difference a year makes. Last year, this company was phenomenal. I met with Susan for the first time pre tax season and was very impressed and hired her. My taxes were done with amazing speed and I was very happy with my service. This year, in early March, I followed the protocol and mailed in my many page document with all the information, along with all my attachments. On her disclaimer, there was a statement that mentioned she had partnered with another company and t
I don't know if I just caught this business at a bad time or what, but this was a really, really bad experience. I'm a small business owner with limited understanding of financials/taxes/etc. so I was seeking a company to help work with me not just on the numbers but on understanding the process. I had a wonderful first call with Susan, who explained everything in plain English and seemed genuinely interested in helping me with my taxes and accounting. Everything after that has been a nightmare, unfortuna
My family has been going to Sue since I was a child. Now I use her as well and will continue until she decides to close her doors. Best accountant around!!!
If I could give zero stars I would (and I have never written a negative review before). Susan talked on the phone to my husband and made it seem like she is available to ask questions, would walk us through our taxes, and it would be no issue getting taxes in on time. Flash forward to taxes being due- we never heard from her or her team despite reaching out on multiple occasions. They said our taxes needed to be filed late and we needed to calculate how much WE thought we would owe to send in. They refuse
I had called and left a message with Susan's assistant, to which she followed up with a call back pretty quickly. Seemed like a very nice person. During our conversation, she mentioned that she would have someone call me again to make an appointment for a face to face at a later date. I waited for 3 days with no such call. I called and left a message which was never returned. Then one more time I left a message with a live person who said that the person who made the appointments was out, but again, no cal
What a great team to work with. Even during busy tax season, we received quick responses to our questions along with excellent guidance and advice. We had hired Susan's team for tax season but enjoyed our experience so much we are working with them year round now.
Unfortunately, my experience with this company has been extremely negative. My entire family's identities were stolen, and despite the clear breach (which I believe was due to hacking rather than intentional wrongdoing), they refused to take responsibility or provide any guidance on how to protect our information or contact the IRS. In addition to this, they missed several tax filing deadlines without properly requesting extensions, causing significant delays and stress. Even after terminating their servic
New company inquiry started pretty well with Susan Lewis responding within the day. However, they booked a physical meeting and then did not follow up on repeated messages. Felt completely ghosted. Very disappointing and wasteful of time. I had high hopes after the first interaction. Giving this two stars because Susan did call initially, else the staff interactions are definitely 1 star.
I have been working with Susan and her team for 15 years tomanage my small business accounting needs. They are always accurate, timely, and able to address all my concerns. I highly recommend this group.
We have been doing business with Susan Lewis since 2005 and are very happy with the accounting and tax services. I had a business in the Chicago suburbs which Susan's office supported while we were getting started and running the business. We ran into some sales tax audit issues which Sue and staff handled very professionally for us. We continued to use Susan Lewis after selling the business and moving out of state. They helped us navigate the sale of the business. They have also provided good refere
I have been a client of Susan S. Lewis Ltd, for the past 25 years. From practically the inception of her business. Throughout those years Susan and her team have been an excellent provider of tax and consulting services for my family and me. This includes your typical tax returns, trust tax returns, corporate tax returns, retirement planning/discussions, and estate planning. Susan is insightful, intelligent, a communicator, and a good listener which helps getting to the correct solution. In summary, her a
Susan and her colleagues have completed my taxes for the past decade. The team really makes you feel comfortable and takes the time to thoroughly explain the process. They ask questions and offer suggestions. I started to bring my wife along the past few years and they make sure we both have a strong understanding. They are also very professional, but you feel like you are visiting with friends, very painless visit. I have recently referred Susan's team to my colleague at work and told him he will not b
I have been using Sue Lewis for my business and personal taxes for years and have had a great experience. Sue and everyone at her office are great. They are all very knowledgeable and ready to help. From handling payroll to yearly tax reporting they handle everything without much needed from me. They make my life easy!
An exceptional working relationship. I have been working with Susan Lewis, CPA for more than 20 years. She has provided excellent business and personal tax services, as well as small business advice. She and her staff are professional, knowledgeable, and responsive, and over the years, Susan's advice has been invaluable. I have given her name to clients, friends, and family members, all of whom report a high degree of satisfaction with her work. Without hesitation, I would give her the highest rating.
Susan S Lewis, Ltd. has done our taxes for the last 12+ years. Sue and all on her staff are attentive, prudent, and efficient. The advice and guidance are well informed and gear for your personal and professional needs. Susan S Lewis, Ltd has also provided additional service besides completing our taxes. Her company is a wealth of services to benefit you, her client. If you want a peace of mind that things will be handled with the upmost care, Susan S Lewis, LTD is the business that you can rely on! A
My husband and I have used Susan Lewis for several years. The office is professional, the staff is responsive, and most importantly the work is exceptional. We never feel as though our questions are answered in a rushed manner, nor do we feel that answers to these questions fit a "one size fits all" mold. The depth of Sue's knowledge, and the support of her team are truly unmatched to other CPA's we have worked with over the years.
I believe I may be one of the longest tenured clients of Susan S. Lewis Ltd. We have been working with Sue and her team since 1989 and found them to be professional, courteous, and always willing to take the extra step to meet our needs. The fact we have used their services continuously for nearly 30 years is the best recommendation I could offer regarding Sue and her staff.
Susan Lewis and her assistants are wonderful and do an excellent job! I used several other accounting firms in the past and was never satisfied. When Susan and her team took over my tax prep for both my corporate and personal needs, they not only were able to go back several years to correct past mistakes made by other firms which resulted in additional refunds but made the process moving forward beneficial and easy. I can honestly say that when I leave my tax preparation in thier hands I have a sense of se
Sue and her staff have been our Accountant and Tax Preparer for over twenty years now. We moved to Overland Park, KS in 2004 and still utilize their services because we are so satisfied with them. They are extremely professional and ethical and it is a pleasure to do business with them. When my son and daughter-in-law started their own business, he called me and asked me who to use as an Accountant and Tax Preparer. Without hesitation is sent him to Susan Lewis and they have been extremely satisfied with t
Susan Lewis has been my accountant for the past 10 years. I met her the year I was divorced and she immediately looked over my financial picture to make certain I had the maximum deductions after the dissolution of our marriage. It has been critical to have a seasoned professional on my team both offering advice and monitoring the ever-changing tax laws for small business owners and independent contractors. Susan makes the process of filing taxes as easy and painless as possible; I generally leave with a
I have been working with Susan S. Lewis, CPA for over 17 years. Her dedication and expertise has kept me on track for both my personnel and business tax requirements. She comes prepared for all meetings and offers exceptional professional advice on all tax matters. I have recommended Susan to many friends and colleagues and they all rave about their positive experience working with her. Keep up the exceptional practice.
I have had a fantastic experience with Sue Lewis as well as the other wonderful women in the office. They have helped guide me through my personal and business taxes in addition to corporate debacles that I faced before finding Sue. My friend recommended me to Susan Lewis and I have recommended her to others. Between communication, follow-up, persistence with tax issues and professionalism, you really can't do better.
I do not recommend using Susan Lewis Ltd for your tax filing needs. We have utilized her services and are not satisfied with their customer service or rather, lack there of. I recently called and left a message for a call back as the IRS has sent a letter advising of some issues regarding our return and they NEVER called back. Pretty disappointed considering the amount they charge for their services.
I have used Sue Lewis since for decades (since shortly after graduating). I was introduced to her through my parents, when she would come to my home. After her business increased, and a few moves to larger facilities, I still receive the same personal treatment. She and her amazing staff have have handled my accountancy needs for many years. Always available to answer questions. I wish there were ten stars!!!
Sue and her entire office are great. She has done personal and business taxes for my wife and I for as long as I can remember. Her team is friendly, fast, professional and extremely knowledgeable. I am very particular about giving recommendations and I would highly recommend Susan S. Lewis Ltd.!
I started working with Sue for my personal taxes as I got away from doing my own taxes and have rolled over into using her for my business. Sue and her firm are knowledgeable, friendly, and down to earth. I appreciate her prompt responses and attentiveness to detail. I highly recommend her and her firm!
Susan Lewis and her Team have been doing our taxes for the past 20 years. I would like to confirm that her accounting firm is one of the best. Some friends of mine have told me that don't have have an accountant they can rely on or trust. I sent them to Sue's firm and they cannot believe the exceptional service and how professional they are all. If you are looking for, or considering changing firms, Susan S. Lewis Ltd is your place to go! - Luke
Susan Lewis' firm was excellent, thorough and quick with reasonable rates. Everything you could want in a CPA. I found Susan on a google search on an urgent deadline, and she came through in spades, thank you!
Susan Lewis an her staff have been doing my taxes for over 17 years ever since I opened my own business. You can always count on a friendly, fast an courteous response when it's needed. I wouldn't use anyone else an I've referred them to others who have been happy with there service as well.
I have been a client of Sue for many years. Sue and her entire staff are EXCELLENT! They make themselves available to answer any question, no matter how silly you might think it is. Sue will talk to you about goals and together you figure out the path that works best for you to get there. If you like to learn something new everyday like I do, she will surely challenge you. If you want to just take your information and let them take care of it, they will do that too. I just can't say enough about them
Sue has been a great resource for my personal, small business tax needs. She helped me launch 2 S corps, and sort out the mess that was my personal return. Every step of the way she has been there with great advice and helped guide me to properly record transactions. I would highly recommend her.
Susan and her associates have been doing my taxes since my first job in 1997. There is nothing better than having a longstanding relationship with a financial advisor you can trust and who knows your history. My wife and I have always appreciated the peace of mind knowing our taxes were done accurately and our returns were maximized. We also consider it ?insurance? in case the IRS ever comes knocking at our door. Notably, our tax situation became complicated 5 years ago when we moved out-of-state, but w
Over 20 years now, Susan Lewis & team have performed consistently ?awesome? in terms of professionalism, speediness and quality since I first came to them back in 1998 for help with my tax returns. They have stayed with me and I have stayed with them through many life changes- company acquisitions, business relocations, multi-state returns and such. I remember when I moved to California for ~6 years and asked them if they would still want to support me with dual state returns, the answer was not only yes, b
We have been using Susan's firm for our personal and small business tax preparation since 2002. Excellent service and knowledge for the duration. Highly recommended. Cheers. Bill & Anna Kelly
We have been using Susan for over 20 years, she has provided excellent service and helped us through many of our life changing moments: new homes, college expenses, employment changes and more. We would recommend her for all your financial needs.
Susan has helped my family with our taxes for years. While navigating through the multifaceted aspects for yearly taxes, Susan has been very knowledgeable. I like the peace of mind knowing that I can turn to her when I have questions.
Susan and her team have done my tax work and help set up and support my fast growing company. Very professional and very knowledgeable. They don't give stock answers, they give insight and take on complicated topics with excellent results. Highly recommended.
Spoke to Susan, who was really patient and answered all my initial questions well. I liked that and decided to go with them. I had submitted my documents and spoke to a person named Julie many times. Then as we got closer to filing date I was passed to Diane, who was the assigned one to prepare my taxes. I had emailed them so many times asking for status and after numerous calls with no proper response, on filing day I get an email from Julie asking me questions and to resend some of my documents. I was tru
Changing accountants can be a stressful, confusing experience for many companies. However, through the competence, professionalism, and friendliness, of Susan B. Lewis and her staff, we were able to make positive, economical changes to our accounting and payroll processes. The staff is as approachable as it is organized, supportive, and modern in their approach. Susan Lewis is remarkable in her ability to synthesize financial information and suggest new ways to improve and simplify company or individual
We love going to see Sue every year at tax time and have done so for probably about 20 years now. She is very honest, kind, and incredibly knowledgable! We drive in from where we live now near Rockford each year. Awesome CPA!!
Susan & her entire staff are absolutely wonderful! They are so kind both on the phone and in person. Susan makes a point to have a wide range of appointment times to accommodate everyone. I can't wait to see her again in 2014
We have been working with Susan for many years and we love working with her. She is very attentive, detail oriented, and has her customers best interests in mind. We highly recommend her.
As a business owner I appreciate good customer service and that is why I am taking the time to give a thumbs up review of Susan S Lewis LTD. This firm is outstanding in all aspects of servicing the client. When asked about an accounting or a financial service company I would not hesitate to recommend them highly.
Susan S. Lewis LTD and her entire staff has always guided me with their extensive knowledge and confidence. As a result I don?t worry about taxes, investments, etc. Love working with them.
Had 2 years of horrid experience here. Dropped off paperwork and 2 weeks later got a phone call woth 2 questions. Never went in depth about anything and in the end cost me a TON of money. Later had a different accountant go over same return and they found 2 thousand dollars that I had overpaid because of Susan Lewis firm. To top it off it took them 3 weeks to do such a terrible job. Never again
Been using Susan and staff for over 20 years. Service is prompt and reasonably priced. Very helpful in answering questions for future tax planning. Trust her firm totally.
Been doing my taxes here for years now, they make it really easy, sending a very clear worksheet, easily handle any extra complications and get things done quickly. Always pleasant and professional, I have recommended them to many friends.
I learned about Susan from some co-workers and after hearing all their positive remarks, I made an appointment with her. BEST financial/tax decision I have ever made!
I recently started a new business; Sue Lewis and her staff were incredibly helpful through every step of the process. I would highly recommend Susan S. Lewis, Ltd.
Susan and her entire staff are, simply, perfect. They know exactly what they're doing, everything runs smoothly, and they treat customers like old friends. I would recommend them to anyone.
Relocated to the Naperville, IL area and dropped of our tax return mid-March 2017. Approximately 4 months later taxes are still not finalized. Calls to the office are not returned and if they are it is to review information that has already been provided. In no way did I expect, due to my late drop off, my tax information would not be filed by the April 15th deadline...but 4 months and still not finalized is unacceptable!
Very unprofessional firm. It's been more than 2 weeks since I submitted all my papers, and they still haven't finalized my returns. They kept pushing the completion date back. There was no communication from their end and I had to always follow up on my end to know the status. Worst experience dealing with a CPA firm!!
Susan has been completing my tax return since the beginning. Allows quick and accurate service.
Best accounting firm around! Everyone there is very nice and helpful. When ever I call with a question the either know the answer or find out and get back to me fast. I would strongly recommend them if you are in the need for a great accountant and a place that treats you like family.
Susan S Lewis CPA is the best firm I have ever worked with. They are very helpful, honest, knowledgeable and always very kind.
Always a great experience! Makes you look forward to tax season. Sue goes above and beyond, and really makes you feel like family!
Susan and her team are the absolute best! Their work is exceptional and the service is unmatched! I would highly recommend them
Working with Sue Lewis and her amazing Team is always a pleasure . Very efficient, great advice and prompt service .
Always friendly, personable and most important, knowledgeable. Always willing to take questions and explain. Public office areas redone for distancing/partitions and touchless.
Sue and her staff are professional and provide exceptional service. I have been a client for almost 20 years.
Very pleased with the service Susan Lewis office provides!! This is my fifth year with them as a client.
would trust this group with anything.. have had a long relationship with them and most recently had some life changing events. the entire office treated me as family and guided me through the financial maze.
They lost one of our forms containing confidential information, never found it, and charged us $305. We never plan to return.
Susan and her staff are professional knowledgeable and proficient!! I highly recommend the company.
Complete accounting services. Professional, friendly, and trustworthy. I would recommend them.
Just don?t. Stay far away.
very professional, prompt ad well informed. Outstanding!
Willing and able to talk me through my endless questions.
Amazing people who are always happy to help.
Professional, expert services from people who care about their clients.
Unprofessional! Do not recommend
Warning! Absolute disaster experiences. Nice person but she probably got too big too quickly and couldn?t handle all her clients. They actually have HR Block do some of their work because they can?t keep up. Even if you turn your papers in by February or earlier. This was found out after one client got information that the firm needed to file for an extension because they were so far behind. We left her firm. However, our latest experience after we had already switched firms because of problems) was getting
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.