19800 Village Office Ct. Suite #100
Bend, OR 97702
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 and an MBA from Oregon State University. He spent his growing-up years in the Portland-Vancouver area, where he pursued his business and accounting career. A descendant of Oregon pioneers and Central Oregon homesteaders, he is now settled on Oregon's High Desert and enjoys all that it has to offer. 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. He regularly participates in endurance sports and has competed in triathlons and duathlons, including the Ironman CDA.