At Simon Associates we are committed to treat all our clients with the highest respect, understanding, and acknowledgment toward establishing mutual trust. We focus on building close client relationships that add long-term value. We will listen. As a small company we can be flexible and add the human element in creating solutions that work for you.
No matter how large or small your issue we will find best solution working with you. Simon Associates provides personalized services customized to meet each of our clients' individual needs.
No matter how large or small your issue we will find best solution working with you. Simon Associates provides personalized services customized to meet each of our clients' individual needs.
Services
Simon Associates provides a wide range of services to individuals and businesses in a variety of industries. At Simon Associates, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
At Simon Associates, we guide our clients through a full range of individual and small business tax planning and preparation decisions with strategies that minimize your tax liabilities maximize your cash flow and keep you on track.Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities found in existing as well as recently altered tax laws.
At Simon Associates, we guide our clients through a full range of individual and small business tax planning and preparation decisions with strategies that minimize your tax liabilities maximize your cash flow and keep you on track.Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities found in existing as well as recently altered tax laws.
Simon Associates provides a wide range of services to individuals and businesses in a variety of industries. At Simon Associates, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. There are many different types of Trusts.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
It's possible there could be additional extensions, so check with your tax advisor for the latest information. Individuals must pay the third installment of 2021 estimated taxes, if not paying income tax through withholding (Form 1040-ES). Calendar-year corporations need to pay the third installment of 2021 estimated income taxes.
Reviews (3)
John H.
May 29, 2019
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Finding the right fiduciary/enrolled agent can take time but save you a lot.
Barbara Simon has provided amazing insight and follow through for our family's trust since 2017.
It was clear upon our consultation that Barbara is a font of knowledge regarding all aspects of one's fiduciary responsibilities complemented with an equally high skill set as an enrolled agent. Within that first meeting Barbara made recommendations that initially seemed outside the box but were within the legal rights of the trustee. Hindsight being 20/20, Barbara's initial assessment saved a lot of unnecessary
Barbara Simon has provided amazing insight and follow through for our family's trust since 2017.
It was clear upon our consultation that Barbara is a font of knowledge regarding all aspects of one's fiduciary responsibilities complemented with an equally high skill set as an enrolled agent. Within that first meeting Barbara made recommendations that initially seemed outside the box but were within the legal rights of the trustee. Hindsight being 20/20, Barbara's initial assessment saved a lot of unnecessary
Joanne D.
Aug 16, 2015
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AVOID!!! My husband and I trusted Ms. Simon when she said she could do our tax return and avoid a problem that was showing up via TurboTax when we did it ourselves. She said she needed all our paperwork by March 22 and she had it. In May she told us she had filed an extension because she was busy. She finally filed in OCTOBER! She sent us a bill for more than twice her estimate (our income is quite modest but we paid her over $2000 to do our return and file it late!!). That was bad enough but we then found out that because of her errors we were hit with a new tax bill and PENALTIES!! We let her
Florence M.
May 09, 2015
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Barbara Simon, of Simon Associates, is the most knowledgable, caring and conscientious fiduciary for the Elderly that I have ever met. She has worked many years in all capacities of senior needs; Trusts, Conservatorships, Home Care, Tax Services, Financial Planning, and organizing the needs of her clients. She is extremely honest and holds very high standards of care and integrity. I would not send any of my elderly clients needing assistance to anyone else but Simon Associates. I trust her skills completely!
