Trusted Tax Preparation & Advisory in Wilmington, NC.
At David C. Lewis CPA PC, our operating philosophy has always been that a CPA should work tirelessly for their clients. We provide personal tax returns, business accounting, estate planning, and financial guidance for families and small businesses throughout Southeastern North Carolina.
Existing Clients: Easy File Upload & Document Access
Upload your W-2s, 1099s, and tax documents safely anytime through Canopy.
Areas of Expertise
Comprehensive accounting and tax solutions tailored to your unique personal and business circumstances.
Personal Tax Returns
Federal and multi-state income tax returns for individuals and families. Expert guidance for retirees relocating to southeastern North Carolina, investment owners, and wage earners.
Business Tax Returns
Accurate and strategic corporate filings for S-Corporations (1120-S), Partnerships (1065), LLCs, and C-Corporations to minimize liabilities and ensure IRS compliance.
Small Business Services
Comprehensive bookkeeping, financial statements, payroll management, and ongoing accounting support to keep your operations organized and audit-ready year-round.
Business Consulting
Practical, high-level financial guidance for expanding ventures, cash-flow structuring, entity formation, and long-term profitability analysis.
Estate Tax Returns
Sensitive and meticulous preparation of estate and trust returns (Form 1041 / 706), preserving generational wealth and honoring estate planning mandates.
Financial Planning
Collaborative wealth and retirement planning led by our Certified Financial Planner (CFP) to align your personal tax strategies with long-term financial security.
The Team
Dedicated, highly credentialed accounting and financial professionals working seamlessly on your behalf.
David C. Lewis, CPA
“A CPA should work tirelessly for their clients.”
Practicing CPA in Wilmington, NC for over 30 years specializing in serving small businesses and family estates.
Stephen Lewis, CFP
Graduated from Fuqua School of Business at Duke University (Master of Management Studies, 2010; BA 2009). Served in the Peace Corps (2014–2016) and fluent Spanish speaker.
William D. Lewis, CPA
Graduated from the University of North Carolina – Chapel Hill with a degree in Economics (2018) and from UNCW with a Masters of Accounting in 2020.
Micah Lewis
Graduated from UNC – Chapel Hill in 2019 and from UNCW with a Masters of Accounting in 2023. Micah is our full-time bookkeeper and payroll manager.
Testimonials
What local homeowners, retirees, and small business owners have to say about working with David and our team.
“I have been self-employed for 15 years as a real estate broker. I have engaged with several accountants over the years. I have finally landed in the right hands. I have been working with David for the past four years. What I really appreciate about David is his excellent communication, level of understanding a client's business, ability to explain in simple terms, knowledge of tax laws, and consulting on the client's business finances. He gives incredible advice that has helped me immensely. I have recommended David to other professionals and have had many thanks. He gets it. I am so glad I've found him and most importantly… my wife (who keeps the books) really likes him!”
“In retiring to southeastern North Carolina from Maryland, one of the first professionals we needed to find was a knowledgeable accountant familiar with our financial and tax needs. David Lewis was just the man. He was well versed with transplanted retirees needing Federal and multiple state tax filings. His thorough knowledge and calming personality helped make our filings our first year in North Carolina pain free with a great return from each filing. We could not recommend a more competent CPA than David. And everyone we have referred to David has voiced the same opinion!”
“Mr. David Lewis, CPA, is the ultimate professional. He is extremely knowledgeable, well organized, a great communicator and a true gentleman. He has certainly earned my trust and respect.”
Brunswick Forest
“Dave brings sophisticated large accounting firm experience that has served us well for 15 years. It's always nice to have the smartest guy in the room on your side! He is exceptionally talented and treats confidentiality as paramount and to boot he is a heck of a nice guy!”
Wilmington
“Dave Lewis makes every aspect of our financial needs a positive experience. His knowledge of accounting, business and the market is unsurpassed, but more importantly, his ability to really listen to our needs, coupled with his honest and straightforward suggestions, counsel and advice, gives us confidence we are in the best hands possible.”
Castle Hayne
Contact Us
Reach out directly for a consultation regarding your tax preparation, small business accounting, or advisory needs.