CHICAGO – Steven H. Lewis, CPA, has been named a 2014 Five Star Certified Public Accountant by Five Star Professional. Mr. Lewis is among an elite group of award winners who are featured in the November issue of Chicago magazine.
“I’m honored to be named a recipient of this award and continue to be committed to pursuing exceptional service for my clients,” said Mr. Lewis, a Director at Ostrow Reisin Berk & Abrams, Ltd in Chicago.
Mr. Lewis specializes in serving high net worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs. As a registered investment advisor and a CPA, Mr. Lewis helps clients find the answers they need to successfully reach their personal financial milestones, including proactive tax planning advice in order to minimize taxes, creating financial plans that maximize savings and retirement planning that ensures meeting retirement goals in the future. His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.
A practicing CPA since 1970, Steve Lewis joined ORBA in February 2006 and has been a member of the firm’s Wealth Management, Health Care and Restaurant Groups. Mr. Lewis also dedicates his time to charitable organizations and sits on the Board of Directors at Cancer Wellness Center, American Civil Liberties Union, Chicago Commons and is the Board Chairman at Opportunity, Inc. He is also an avid golfer and tennis player. Mr. Lewis received his B.S. in Business Administration from University of Wisconsin.
Five Star Professional’s Methodology
Five Star Professional partnered with Chicago magazine to conduct research to identify certified public accountants who provide their clients with exceptional services. The program sought nominations from clients, peers and firms; self-nominations were not accepted. Nominations were compiled and candidates were evaluated using ten objective criteria. To be eligible for the award, the individual must (1) be a credentialed Certified Public Accountant (CPA), (2) be actively employed in the accounting services industry for a minimum of five years, (3) have a favorable regulatory and complaint history review, (4) be accepting new clients and (5) spend more than 50% of his or her time on taxation or other accounting services. The considered evaluation criteria included the candidate’s (6) one-year client retention rate, (7) five-year client retention rate, (8) number of clients served total, (9) one-year billing realization rate and (10) educational and professional designations/certifications.
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Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is a full-service accounting, tax and business consulting firm located in downtown Chicago serving privately-held companies, individuals and not-for-profit organizations. ORBA’s Certified Public Accountants have experience with accounting and assurance, business advisory services, financial and estate planning, fraud investigation, tax, litigation, and mergers and acquisitions. With some of the highest levels of direct client involvement in the industry, ORBA is where clients go to build long-standing, meaningful and successful relationships with resourceful, proactive business and tax advisors.
