Richard Simon CPA LLC

Specialties

Each client gets personalized attention and first rate quality service from our team. We offer a wide variety of tax preparation and accounting services.

Some of the services we provide are listed below:

Individual Tax preparation

Business Tax Preparation

Estates and Trusts Tax Preparation

Accounting and auditing

Accounting and bookkeeping for small to medium business

Tax Planning

Business Planning

History

Established in 2015.

The owner, Richard Simon, CPA, has over 30 years experience in providing accounting services to individuals, businesses, non-​profits and estates and trusts. He has been a partner in small, medium and regional accounting firms, servicing small business owners to middle market entites, from individuals with modest incomes to those with a high net worth. He is experienced in tax preparation, tax planning, accounting for small businesses and providing accounting and auditing services to larger entities.

Meet the Business Owner

Richard S.

Business Owner

January 2015

Started Richard Simon CPA, LLC, providing accounting, auditing and tax services for small to middle market businesses, individuals, non-​profit organizations, employee benefit plans, and estates and trusts.

2003 — 2013

Partner in a medium size cpa firm in

2003 through 2011, which merged into a regional accounting firm in 2012. Provided tax, accounting and

audit services to small and medium size entities, non-​profit organizations, and estates and trusts. Prepared tax returns for individuals of modest means to those with high net worth.

1993 — 2002

Partner in a modest sized accounting firm providing tax, accounting and audit services to small to medium size businesses.