Markwell & Lewis LLP

Specialties

Tax Advisory

Income Tax Preparation

Audit and Attest

Entity Planning and Formation

Due Diligence

Estate Planning and Succession

History

Established in 2007.

Markwell & Lewis LLP is a public accounting firm based in Edina, Minnesota and is dedicated to promoting small business growth through out of the box thinking and constant compliance. We are a member of the 13 Below Network with an accounting and IT service offering. In today’s accounting environment transaction processing is no longer done longhand and on infamous «green-​bar» paper, but rather electronically and through intricate software platforms. Therefore, both niches are a great compliment to one another and we are better suited for today’s business client with remote workplace options and time saving software tools

Meet the Business Owner

Brian M.

Business Owner

Brian comes to you with 12 years of public accounting experience specializing in manufacturing and distribution, general commercial, and overall corporate and personal taxation. Brian’s experience ranges from one person to multi-​tier organizations residing in numerous industries, countries, and publicly traded markets (international and domestic).

The ability to think outside of the box and maintain technical expertise is fundamental in being a valued financial advisor. With Brian’s experience and exceptional client service skills, you will soon come to realize the impact he is able to make for your specific situation.

Specific Experience

* Individual, business, and multi-​state taxation

* Tax credits

* Complex ownership structures and formation for owners (FLP, Trust, etc.)

* Phantom stock ownership plans, ESOP’s & Exec comp

* Employee benefit implementation & consulting

* Agreed upon procedure engagements

* Seller and buyer due diligence, including purchase price negotiation