Winter Haven,
Florida
Local accounting & tax services
Archer Lewis Winter Haven
331 West Central Ave., Suite 247, Winter Haven, Florida, 33884
Phone
888-252-8769Hours
Mon–Fri: 9AM–5PM
Overview
About our office
Ed and John built something unusual, a practice that spans upstate New York and Florida, because that's where their clients are. If you've ever wished your accountant understood your life in two states, this team gets it. From Rochester and Brockport in New York to Orlando, North Palm Beach, and Winter Haven in Florida, they serve clients who move between markets and need advisors who can keep up.
Meet the team
Meet our team
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Ed Thaney
Ed Thaney is a Principal at Thaney & Associates with over 50 years of experience. Ed brings his extensive knowledge in tax, accounting, estate planning, valuations and much more to business owners in all industries with a heavy focus in the auto industry, construction, manufacturing, real estate and much more. Ed views himself as more of a business therapist; helping start and grow businesses in the best and most profitable way for the business and its owners. As a CPA and a Certified Valuation Analyst, Ed enjoys strategizing and having a forward thinking mindset for all clients. Outside of work, Ed enjoys playing golf anytime he can traveling between NY and FL and spending time with his wife, kids and grandkids.
Ed Thaney
Ed Thaney is a Principal at Thaney & Associates with over 50 years of experience. Ed brings his extensive knowledge in tax, accounting, estate planning, valuations and much more to business owners in all industries with a heavy focus in the auto industry, construction, manufacturing, real estate and much more. Ed views himself as more of a business therapist; helping start and grow businesses in the best and most profitable way for the business and its owners. As a CPA and a Certified Valuation Analyst, Ed enjoys strategizing and having a forward thinking mindset for all clients. Outside of work, Ed enjoys playing golf anytime he can traveling between NY and FL and spending time with his wife, kids and grandkids.
ServicesIndustriesJarrard, Nowell & Russell, LLC is a separate entity from Archer Lewis, LLC. Jarrard, Nowell & Russell, LLC provide attest and assurance services. Jarrard, Nowell & Russell, LLC create independent, objective assessments to give stakeholders confidence in financial reporting. Services include non profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financials. These services are performed under professional standards established by the AICPA and require a high level of independence.
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John Gillette
John A. Gillette, Jr. is a principal with Thaney & Associates with over 45 years of tax accounting and financial consulting experience, specializing in clients who operate in the construction, manufacturing, and retail industries. With this experience, John is able to provide expert level strategic tax advice for businesses and their owners to help them grow and expand as needed. Outside of work, John enjoys spending time on the golf course in Rochester and with his family and grandkids.
John Gillette
John A. Gillette, Jr. is a principal with Thaney & Associates with over 45 years of tax accounting and financial consulting experience, specializing in clients who operate in the construction, manufacturing, and retail industries. With this experience, John is able to provide expert level strategic tax advice for businesses and their owners to help them grow and expand as needed. Outside of work, John enjoys spending time on the golf course in Rochester and with his family and grandkids.
ServicesIndustriesJarrard, Nowell & Russell, LLC is a separate entity from Archer Lewis, LLC. Jarrard, Nowell & Russell, LLC provide attest and assurance services. Jarrard, Nowell & Russell, LLC create independent, objective assessments to give stakeholders confidence in financial reporting. Services include non profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financials. These services are performed under professional standards established by the AICPA and require a high level of independence.
What we offer
Our services
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01
Tax
Tax planning works best as a year-round conversation, not a once-a-year filing. Archer Lewis advisors stay engaged with your business throughout the year, backed by 600+ specialists nationwide.
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02
Estate, Trust, & Gift
What you've built deserves a plan for what happens to it. Archer Lewis handles estate, trust, and gift tax work for business owners and families who want control over how their wealth transfers, and to whom.
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03
Federal, State & Local Tax
Federal, state, and local tax obligations don't slow down, and neither do we. Archer Lewis handles accurate, on-time filing across every jurisdiction where your business operates.
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04
Nonprofit Tax
Nonprofits aren't exempt from tax complexity. They're just subject to different rules. Archer Lewis handles Form 990, UBIT, and compliance for organizations that can't afford to get it wrong.
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05
Tax Planning
Filing accurately is the baseline. Tax planning is what actually reduces what you owe: year-round strategy that shapes decisions before the tax consequences are locked in.
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06
Accounting
Accurate financials are the foundation for every decision a business makes. Archer Lewis keeps your books clean and current, giving you numbers you can rely on well beyond tax season.
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07
Bookkeeping
Accurate books aren't optional. They're the foundation of every good business decision. Archer Lewis handles your bookkeeping so your numbers are always current, clean, and useful.
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08
Payroll
Payroll has to be right every time: employees expect it, the IRS requires it, and mistakes are expensive to fix. Archer Lewis handles payroll accurately and on time so you never have to think about it.
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09
Advisory
Selling a business, planning an exit, restructuring, or preparing for growth are among the most consequential decisions an owner will make. Archer Lewis brings financial expertise and strategic clarity to these moments.
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10
Business Valuation
Most business owners don't know what their business is actually worth until they need to. Archer Lewis provides defensible, credible valuations for sales, succession, disputes, and planning, before the moment forces the question.
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11
Forensic & Litigation Support
Financial disputes, fraud investigations, and litigation support require a different kind of accountant. Archer Lewis brings forensic expertise and expert witness capability to matters where the numbers have to be right and defensible.
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12
Transaction Advisory
Buying or selling a business is one of the most consequential financial decisions you'll make. Archer Lewis provides the financial due diligence and deal support to make sure you go in with your eyes open.
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13
Assurance
When lenders, investors, or regulators need confidence in your numbers, Archer Lewis provides the independent verification to support it, through audits, reviews, and compilations handled by specialists who understand what's at stake.
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14
Audit
An audit is the highest level of financial assurance available, and the one lenders, investors, and regulators trust most. Archer Lewis conducts audits that are thorough, accurate, and delivered on time.
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15
Compilations
When you need professionally prepared financial statements but don't require independent verification: a compilation delivers exactly that. Accurate, professionally formatted, and appropriate for the situation.
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16
Review
A review provides meaningful independent assurance without the full scope of an audit, the right choice when your stakeholders need more than a compilation but an audit would be more than the situation requires.
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17
Private Client Services
High-net-worth individuals and families face financial complexity that extends well beyond an annual tax return. Archer Lewis brings together estate planning, family office services, and succession strategy to help preserve and direct your wealth according to your intentions.
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Estate, Trust, & Gift Planning
What you've built deserves a plan for what happens to it. Archer Lewis structures estate, trust, and gift strategies that keep more with the people you intend, and less with the IRS.
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CFO Services
Growing businesses often need strategic financial leadership before they're ready for a full-time executive. Archer Lewis provides fractional CFO services for companies that want an experienced advisor thinking ahead about their financial future.
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Industries we serve
Industries our Winter Haven office serves
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01
Manufacturing
Manufacturing businesses deal with inventory accounting, cost of goods, equipment depreciation, and R&D credits that generalist firms consistently miss. Archer Lewis works with manufacturers who need advisors that understand the industry.
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02
Professional Services
Law firms, consultancies, engineering firms, and other professional service businesses have their own financial complexity. Archer Lewis works with professional service firms that need advisors who understand how they operate.
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03
Real Estate
Real estate tax is its own discipline. Archer Lewis works with property owners, investors, and developers who need specialists in depreciation, 1031 exchanges, cost segregation, and real estate tax strategy.
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Small Business
Most small business owners handle their finances longer than they should. Archer Lewis takes it off your plate: bookkeeping, tax, payroll, and planning handled by a local team that knows your business.
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Winter Haven, Florida
70 years of trusted advice. One conversation away.
Address
331 West Central Ave., Suite 247, Winter Haven, Florida, 33884
Ready when you are
Sit down with an advisor who knows your business and stays with you all year — not just at tax time.
Also available
Other services at our Winter Haven office
- Business Brokering
- Merchant Services
- Personal Goal Setting
- Management Consulting
- New Business Venture Planning
- QuickBooks Training/Hosting