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.
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.
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.
When lenders, investors, or regulators need confidence in your numbers, Jarrard, Nowell & Russell, LLC provides the independent verification to support it, through audits and reviews handled by specialists who understand what's at stake. Jarrard, Nowell & Russell can also provide compilations to support your business needs. All audit and assurance services are provided by Jarrard, Nowell & Russell, LLC.
Jarrard, Nowell & Russell, LLC is a separate independent entity from Archer Lewis, LLC and is a licensed CPA firm that provides attest and assurance services. Services include non-profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financial statements. These services are performed under professional standards established by the AICPA.
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.
Solution
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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Industry
Farm and agriculture businesses have unique tax rules, cash basis accounting elections, and equipment decisions that most advisors don't know well. Archer Lewis works with agricultural businesses who need specialists.
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Auto dealerships have floor plan financing, inventory accounting, F&I income, and manufacturer compliance requirements that most advisors don't know. Archer Lewis works with dealership owners who need specialists.
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Construction accounting is different: job costing, percentage of completion, retainage, and contractor tax issues that generalist advisors miss. Archer Lewis works with contractors and developers who need specialists.
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Family offices coordinate financial affairs across investments, tax, estate, and multiple entities. Archer Lewis provides the accounting, tax, and advisory expertise that family offices need, coordinated across the full picture.
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Government entities and public agencies face audit requirements, grant compliance, and financial reporting standards that require specialists in governmental accounting. Archer Lewis serves government clients who need advisors that know the rules.
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Healthcare practices face reimbursement accounting, physician compensation structures, and practice valuations that most generalist firms handle poorly. Archer Lewis works with medical practices and healthcare organizations that need specialists.
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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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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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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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Restaurants operate on thin margins where financial management is the difference between profitable and closed. Archer Lewis works with restaurant owners who need advisors that understand the industry's specific financial challenges.
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Retail businesses deal with inventory management, multi-channel sales tax, and seasonal cash flow that most advisors don't plan for. Archer Lewis works with retailers who need financial management that matches how they actually operate.
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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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Tech companies face accounting and tax complexity that most firms aren't built for: R&D credits, equity compensation, revenue recognition, and rapid scaling. Archer Lewis works with technology businesses from startup through exit.
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Principal of WN Advisory, LLC, an Archer Lewis firm
Member of Jarrard, Nowell & Russell, LLC
OfficeEverett
Steve Tobiason is a principal with WN Advisory, LLC in Mount Vernon Washington. Steve has been providing comprehensive tax and business consulting services to a wide range of businesses and individuals as well as providing audit, review and compilation financial statement services to a wide range of businesses. Steve has over 35 years of experience.
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