CHICAGO – ORBA Director Steven H. Lewis, CPA has been named a 2015 Five Star Certified Public Accountant by Five Star Professional. This is the second consecutive year Mr. Lewis has been named for this prestigious award.
Five Star Professional conducts research to help consumers select professional services assistance. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals and other service professionals in more than 45 markets in the U.S. and Canada. The Five Star award recognizes service professionals who provide exceptional and quality services to their clients.
“My clients’ trust is my top priority,” said Mr. Lewis. “I always work diligently to advocate in their best interests, now and in the future.”
Steve specializes in serving high income and high net worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs. As a registered investment advisor and a CPA, Steve counsels his clients to find the answers they need to successfully reach their personal financial milestones. He provides proactive tax planning advice to minimize taxes, create financial plans that maximize savings and retirement planning that ensures easier living in the future. His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.
Steve was named a Five Star Certified Public Accountant by Chicago magazine in 2014. He is an active member of the American Institute of Certified Public Accountants and the Illinois CPA Society. Steve is the former Chairman of the Board of Directors of Opportunity, Inc., a former member of the Board of Directors of Chicago Commons, the American Civil Liberties Union (ACLU) and the Cancer Wellness Center.
A practicing CPA since 1970, Steve joined the firm in February 2006 and became a Director in June 2007. He has been a registered investment advisor since 1988. Steve received his B.S. degree in Business Administration from the University of Wisconsin.
Five Star Professional’s Methodology
Five Star Professional partners with Chicago magazine to conduct research to identify certified public accountants who provide their clients with exceptional services. The program accepts nominations from clients, peers and firms; self-nominations are not accepted. Nominations are compiled and candidates are evaluated using ten objective criteria. To be eligible for the award, the individual must be a credentialed Certified Public Accountant (CPA); be actively employed in the accounting services industry for a minimum of five years; have a favorable regulatory and complaint history review; be accepting new clients; and spend more than 50% of his or her time on taxation or other accounting services. The considered evaluation criteria includes the candidate’s one-year client retention rate; five-year client retention rate; number of clients served total; one-year billing realization rate; and educational and professional designations/certifications. For a full explanation of the program and its research methodology, see the Five Star Professional website.
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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. For more information, visit www.orba.com, subscribe to our blog www.orbablog.com or connect with us on LinkedIn.