Firm Profile

"The difference between death & taxes is death doesn't get worse every time Congress meets." — Will Rogers

We believe in the value of relationships. We view every client relationship like a partnership, & truly believe that our success is a result of your success.

Dollars & Sense, LLC, has been providing Personalized Financial Management for You & Your Business since 1995. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, & financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, & extensive business relationships, is indicative of our commitment to excellence.

Rita Lewis established Dollars & Sense, LLC, in 1995 to work with her bookkeeping & consulting clients. She earned an MBA in Finance & is an Enrolled Agent, a federally licensed tax practitioner empowered to represent her clients before the IRS. Now in her 15th tax season, Rita specializes in complicated & comprehensive individual tax returns & all types of business returns. She believes one of her most important attributes is that she is always there for her clients.

Rita belongs to NAEA, National Association of Enrolled Agents, & its CT chapter CtSEA, NATP, National Association of Tax Professionals, & NY/CT-ATP, New York/Connecticut Association of Tax Professionals, & earns dozens of hours of continuing education each year. See Rita's full profile on our Contact Info page: click FIRM CONTACTS, & then click on "Rita Lewis." 

Enrolled Agents Perform Tax CPR:  Consultation, Preparation, & Representation