about JEREMY LEWALLEN, CPA, MBA

Jeremy’s professional foundation is his tax practice and his many years of practical experience. His common sense approach to advising individuals and businesses is a strength that guides his successes in his work with clients. 


Jeremy worked in accounting at a Fortune 500 company and acted as the controller for a large, multi-state business. He helped a computer startup implement their IT solutions across the United States and has started multiple companies. Now that he is settled into his tax practice, he is able to focus on what he really enjoys: helping his clients take their passions and turn them into a livelihood and execute a profitable succession plan, while appropriately minimizing their tax liability along the way.


Jeremy holds a degree in Business with an option in Accounting and Information Systems, as well as an MBA from Oregon State University. He spent his growing-up years in the Portland area, where he pursued his business and accounting career, but has returned to Central Oregon where his family was originally rooted. When he is not providing support to his clients, he enjoys spending time with family and friends, cycling and mountain biking, hiking, camping, and smoking meats.