Adriana Lewis
Tax Managing Director - Private Client Services at BDO USA
- Role
- Tax Managing Director - Private Client Services at BDO USA
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Adriana Lewis
Adriana has over 20 years of tax experience including management at a Big Four accounting firm and working with a variety of industries and entity types. As a Tax Managing Director specializing in Private Client Services she is responsible for overseeing all phases of private client engagements to ensure that quality service is provided in a timely and efficient manner.Adriana’s expertise encompasses tax compliance, planning and research for high net worth individuals and their related entities. She consults individuals and private companies regarding income tax strategies, including tax planning and compliance, minimizing federal and state tax liabilities, income tax projections, analyzing alternatives, and researching complex tax issues. Adriana is also successfully representing clients engaged in controversy with the IRS and state tax authorities. She also has experience with foreign bank account reporting requirements including PFIC calculations, foreign tax credit utilization, and FBAR filings. Adriana also specializes in tax planning and compliance for US individuals with international tax issues and non-resident aliens. She has also successfully advised clients in the IRS Offshore Voluntary Disclosure Initiative.
Experience
Tax Managing Director - Private Client Services
Jan 2020 — Present · San Francisco, CA, US
Education
California State University-Sacramento
Master of Science (MS), Accounting
University of Bucharest
Master of Science (MS), Applied Mathematics
Skills
- Estate Tax Planning
- State Tax
- Tax Accounting
- Tax
- High Net Worth Individuals
- Income Tax
- Accounting
- Tax Preparation
- Trust Taxation
- Corporate Tax
- International Tax
- Tax Research
- Cpa
- Partnership Taxation
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