Ramage Lewis

Life Less Taxing.

Ramage Lewis LLC is a private client services firm specializing in tax planning and compliance for high net worth individuals and their related entities. Ramage Lewis serves as the critical tax advisor to not only the individual client, but also their multi-generational families. Our role provides integrated advice, collaborating with attorneys, fiduciaries, and investment advisors to ensure all wealth services are coordinated.

Ramage Lewis provides strategic and personalized counsel to our clients as they navigate business, financial planning, and related tax matters. Through our proactive and customized approach, our clients and their families know that the financial details, complex planning, and appropriate deadlines are covered. Our clients have relied on us across decades for technical, holistic, and timely counsel.

We are here to make life less taxing.

Who We Serve

Ramage Lewis focuses on individuals with complex tax matters. These tax complications may stem from investments, corporate and partnership flow-through entities, trusts, and estates.

Our specialized and dedicated team works to address current and future planning needs of our clients. Our clients include:

• Individuals
• Executives
• Entrepreneurs
• Heirs
• Retirees
• Family Partnerships
• Trusts
• Estates
• Private Foundations
• Family Offices

Additionally, the Ramage Lewis team believes in serving our community. This commitment is enumerated by our involvement and investment with numerous charities including: Community Foundation of Greenville, Meals on Wheels, Greenville Women Giving, Greenville County Museum of Art, and Greenville Zoo.

What We Do

Ramage Lewis fills a current void in accounting firms, by focusing on the individual client and the complex tax issues which radiate from high net worth. Ramage Lewis was one of the first CPA firms to identify and implement the concept of a family office hub 20 years ago. This approach allows for complex planning with multiple family entities and members, along with certainty of continuity for multi-generational families.

Our focus includes both income tax and transfer taxes (estate & gift) for individuals, family businesses, and fiduciaries. Ramage Lewis works proactively with clients to identify custom tax solutions for their unique situation and the ever-changing tax law. Our goal is to provide every client “peace of mind” knowing that their tax planning needs are appropriately addressed.

Specific examples of our services include:

• Individual, trust, and family partnership income tax planning and compliance
• Estate, gift, and generation-skipping tax planning and compliance
• Estate and trust administration
• Trust funding solutions
• Individual, fiduciary, estate and gift IRS/state controversy services
• Family office services: Estate and succession planning, sensitive wealth transfers, family governance services, philanthropic planning, and administrative services
• Independent counsel tax advisory services

Who We Are

Collectively, our CPA and tax professionals have over 60 years of experience in private client services tax and family office matters. Our professionals focus their expertise to serve the changing needs of our clients and their families.

Terri C. Owen, CPA/PFS Close Bio

Tax Director
LinkedIn

Terri C. Owen focuses her practice on tax planning and compliance services for high net worth individuals, executives, and their families.

Prior to joining Ramage Lewis in September 2006, Terri had seven years of tax experience in public accounting and five years’ experience in private industry as an Accountant and Chief Financial Officer. She worked for two years with Brigman, Holcomb, and Weeks, P.A., until the merger with Elliott Davis LLC in July 2000, where she served an additional five years as a Tax Senior, specializing in tax compliance, planning, and consultation for family limited partnerships, individuals, trusts, estates, and corporate entities.

Terri is a member of the Greenville Estate Planning Council and the American Institute of Certified Public Accountants. She serves on the Capacity Building Grants Review Committee of the Community Foundation of Greenville, serving a third term. Additionally, she is serving a fifth term as the Chair of the Stewardship Committee of Glenwood Baptist Church; she has served on Medical Missions Team and the Children’s Council and currently serves on the Fellowship Committee. She has served three times as an international missionary to the Volcano Irazu Region of Costa Rica and the Hogar Casa de Pan orphanage. She served ten terms as the Treasurer of the Easley Business and Professional Women’s Club and has formerly served five years on the Golf Tournament Committee of the Greater Easley Chamber of Commerce. Terri was a nominee for the 2005 Pickens County Career Woman of the Year Award and was the first runner up for the 2011 Pickens County Woman of Accomplishment Award.

Terri received her Bachelor of Science Degree, cum laude, in Accounting from Clemson University. She received the designation of Certified Public Accountant (CPA) in 2000 and designation of Personal Financial Specialist (PFS) in 2014 by the American Institute of Certified Public Accountants.

Meet Martha Louise R. Lewis

Meet Martha Louise R. Lewis Open Bio

Martha Louise R. Lewis LinkedIn

Martha Louise R. Lewis, CPA/PFS Close Bio

Founder & Practice Leader
LinkedIn

Martha Louise R. Lewis has been a trusted advisor for high net worth individuals, executives, and their families for over thirty years. She serves as the leader of the firm in all aspects of client service. In addition to tax planning and compliance services, she has extensive experience with estate and trust administration, trust funding issues, post-mortem planning, and IRS controversy resolution. Martha Louise started her firm in December 1998 when she saw a need to provide quality, hands-on tax and financial planning services that was becoming difficult to provide economically in the Big Four firms. Prior to starting Ramage Lewis, she served as a Senior Manager at KPMG in the Personal Financial Consulting practice in Greenville, SC and Charlotte, NC for two years. Prior to KPMG, she served as a Senior Manager at Ernst & Young in the Personal Financial Planning practice in Greenville, SC for over eleven years.

Martha Louise is a Trustee of the Board and Treasurer of the Southern Federal Tax Institute. She is an active member of the Greenville Estate Planning Council, having previously served on the Board and as President in 2000 and 2001. Martha Louise currently serves on the Board of the Investment/Finance Committee of the Community Foundation of Greenville, after serving on the Board for ten years. Martha Louise is a current member and a part of the inaugural class of Greenville Women Giving. She also serves as the President of the Board of the Greenville Zoo Educational Foundation. Martha Louise has previously served on the Board of the Greenville County Museum of Art. She has previously served as Board President of the Christ Church Endowment Corporation for six years, as a member of the Christ Church Finance Committee for twenty years, including as assistant treasurer and treasurer several terms, on the Board of Meals on Wheels, and also as Chair of the Board of Trustees for the Meals on Wheels Endowment Corporation.

Martha Louise received her Bachelor of Arts Degree, cum laude, in Economics and Finance from Vanderbilt University. She continued her post graduate studies in accounting at the University of South Carolina and Clemson University. She received the designation of Certified Public Accountant (CPA) in 1987 and the designation of Personal Financial Specialist (PFS) in 1989 from the American Institute of Certified Public Accountants.

Meet Terri C. Owen

Meet Terri C. Owen Open Bio

Terri C. Owen LinkedIn

Careers

Ramage Lewis provides excellent service to our clients, and we seek tax and administrative professionals who agree with this philosophy and seek an opportunity with a top tier firm. Our tax niche allows our team to lead complex projects while building personal client relationships in a supportive team environment. We believe in balance and respect the desires of our team members for personal time.

If you wish to advance your career with a firm that values intellectual abilities and rewards hard work, please submit your resume using the link below.

We’re proud of our home. Greenville, South Carolina continually receives accolades as one of America’s best cities to live. Whether you enjoy a hip downtown and culinary scene, outdoor activities, or the cultural arts, Greenville excels in them all! Check out VisitGreenvilleSC to discover more.

Contact Us

864.250.1818   |   info@ramagelewis.com