Joseph Lewis, CPA, JDPartner

Joseph is a partner at Isler and has a broad background as an attorney and CPA. His public accounting experience dates back to 2000 when he worked for KPMG as a corporate tax intern. His experience also includes accounting senior at Deloitte, financial reporting for Fortune 500 companies Nextel and Danaher, and tax partner at Wooten Mischel & Lewis. He is an Oregon native and a graduate of Thurston Elementary, Thurston Middle, and Thurston High School. He is raising his family with his wife, Leslie (from Alaska) in Creswell.

Education

  • Bachelor of Arts in accounting from Brigham Young University.
  • Juris Doctorate of Law from Pepperdine University School of Law in 2010, where he emphasized in tax law and estate planning.
  • Spanish fluency

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Oregon Society of CPAs
  • Lane County Bar Association
  • Eugene Chamber of Commerce
  • Eugene-Springfield Tax Association
  • McKenzie Professional Connections (BNI) mentoring chair
  • Eugene Estate Planning Council.

Community Involvement

  • Founder of the annual Creswell Beautification Project
  • Member of Eugene Delta Rotary serving on both the Owen Rose Garden maintenance committee, and the Invocation committee
  • Boy Scouts of America, Friends of Scouting Greenwood District chair
  • President of the BYU Marriott School Alumni Association Eugene chapter.
  • Named one of Eugene-Springfield’s 20 under 40 rising stars for his leadership in business and the community.

Ask Me About

  • The 6 keys to audit-proofing your business from an IRS audit
  • The best ways to develop and implement your business succession planning
  • How to setup your estate plan to eliminate taxes and probate and maximize inheritance benefits and charitable giving.
  • The most common deductions business clients are missing
  • Why I love raising my seven children in Creswell
  • My morning routine after I get up at 5:30am, but don’t get to the office until 8:30am.

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