 George M. Lewellen, CPA, CVA, JD
Academic and Professional Credentials
- United States Marine Corps, honorable discharge 1967
- Bachelor of Science in Accounting, San Jose State University, 1970
- Certified Public Accountant, licensed 1977
- Doctor of Jurisprudence, San Francisco Law School, 1977
- California State Bar, 1977
- U.S. Tax Court, 1979
- U.S. Trustee Panel of Chapter 11, appointed 1992
- Certified Valuation Analyst, National Association of Certified Valuation Analysts
(NACVA), 2001
- Adjunct instructor at Shasta College
- Certified in Financial Forensics, American Institute of Certified Public Accountants
(AICPA), 2008
Experience
George M. Lewellen, CPA, Inc. Principal and sole owner since 2000. During the past 30
years worked with several outstanding CPA firms in Redding performing audits; consulting;
forensic accounting and litigation services; business valuations; income tax planning and
preparation; accounting, including court appointments. Qualified as expert in business
valuations and forensic accounting matters in the Superior Courts of Shasta, Trinity,
Humboldt, Siskiyou, Tehama, Butte, and Sacramento counties.
George has been deposed and testified as expert, and as rebuttal witness in matters
concerning:
| Lost sales revenue |
 |
Business valuations |
| Family Law matters |
|
Court appointments |
| Tracing assets |
|
Retirement plan interests |
| Lost income from business |
|
Hidden assets |
| Lost earnings and wages |
|
Business/Professional goodwill |
Damages, valuation and accounting issues typically arise in: accident/injury,
breach of contract, business interruption, wrongful termination, wrongful death, and
issues involving family law matters.
Internal Revenue Service (IRS), 1970 to 1976: As a Senior Field Agent in San Francisco
performed audits of large 1040’s, partnerships, and corporations.
US Trustee’s Chapter 11 panel of trustees, 1992
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- National Association of Certified Valuation Analysts
- Shasta County Economic Development Corporation (EDC) as a director and two terms as
president between 1991-1996.
- Redding Rodeo Association Drill Team, 1979-1984
- Asphalt Cowboys of Redding, 1984-1988
- Private Industry Council and Shasta County Development Task Force, 1988
- Master Mason Reading Lodge #254 F&AM, Redding Commandery #50 Knights Templar, Shasta
Chapter #9, Royal Arch Masons, Nor Cal Shrine Club, and Red Bluff York Rite Shasta Council
#6
- Northern California Drag Racing Association, past president and current member
- NHRA (National Hot Rod Association), competition license to 7.50
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