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Judy J. Lewis

Director

Phone: 561-994-5050
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Overview

Judy Lewis is located in the Boca Raton office, where she is a director of CBIZ MHM, LLC. She has more than 30 years of accounting experience. Judy is experienced in all areas of tax compliance, planning and IRS representation, with particular expertise in estate, gift and trust taxation, as well as estate planning, wealth management and fiduciary accounts. Prior to joining CBIZ MHM, LLC, she was a senior manager at a local firm in Pennsylvania.

Education

  • Bachelor of Science, business administration - Kings College, Wilkes Barre, PA

Professional Designations

  • CPA

Community Involvement

  • Greater Boca Raton Estate Planning Council
  • Boca Raton Tax Council

Professional Memberships

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants   
  • Pennsylvania Institute of Certified Public Accountants

Associated Offices

Boca Raton - CBIZ MHM, LLC - Boca Raton 1675 N. Military Trail
5th Floor
Boca RatonFL  33486
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