Full-service tax preparation backed by dual CPA and Enrolled Agent credentials. From individual returns to complex business filings, get expert solutions that save you time and money.
Year-round tax planning that minimizes your liability. Strategic multi-year projections, entity optimization, and quarterly sessions keep you ahead of obligations while maximizing savings and your time commitments.
Professional financial statement preparation and reporting with a cadence of your choice. We deliver monthly, quarterly, and annual reports, including balance sheets, income statements, and consolidated financial statements, to meet all your needs.
Resolve your IRS and state tax issues with proven, expert representation. As an Enrolled Agent with full representation rights, we handle audits, collections, garnishments, liens, and back-tax negotiations to achieve the best possible outcomes.
Full-service monthly bookkeeping backed by QuickBooks expertise and secure remote access. We handle transaction recording, bank reconciliations, general ledger, and job costing to keep your records accurate, organized, and tax-ready.
Guidance on choosing and forming the right business structure with tax-focused analysis, including S‑Corporation elections and structure reviews, to ensure efficiency and long‑term growth.
With dual credentials as a Certified Public Accountant and an IRS Enrolled Agent, Simon offers clients a rare combination of expertise covering every facet of accounting, strategic tax planning, and direct IRS representation.
His extensive experience across diverse industries enables him to tailor solutions that drive profitability, reduce risk, and support long-term financial stability.
Simon’s approach goes far beyond annual filings-he implements proactive, year-round tax strategies designed to uncover savings opportunities and strengthen financial outcomes.
Guided by a firm commitment to ethics, transparency, and clear communication, he delivers accurate advice and consistent results that clients can rely on.
His boutique, relationship-driven model ensures every client receives dedicated attention and customized guidance, supported by modern accounting technology that enhances precision, efficiency, and real-time visibility.
Known for his professionalism, foresight, and ability to identify issues before they escalate, Simon has built a reputation grounded in trust, measurable impact, and long-standing client relationships.
