Our Services

Tax Planning, Tax Preparation & Compliance

The Tax Truth

No subject is better served by the principles of ‘Proper Prior Planning’ than that of taxes, but sometimes life happens and you don’t get that luxury. Regardless of your circumstance, our dedicated team will guide you through every stage of tax planning and tax preparation in order to minimize liability and maximize opportunities.

Tax Planning, Tax Preparation & Compliance Services

  • Legal Structure
    • Individual Tax
    • Nonprofit
    • Corporate
    • S-Corp
    • Partnerships & LLCs
  • Research
  • Analysis
  • Projections
  • Compensation Planning for Pass-Through Entities
  • Multi-Level Tax Minimization
  • Real Estate Transactions
  • Merger & Acquisition Structuring
  • Dispute Representation – State and Federal

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Testimonials

"My business relationship with Simons Bitzer began in 2009, and once introduced, Greg and his skilled and talented team were very proactive and professional. They took the time to get to know me and my business. They have become a trusted partner and I appreciate their business savvy approach to problem solving, and their immediate response to any questions. Collectively, the team has a wealth of knowledge, and they are proactive on all my tax and accounting needs, allowing me the freedom to focus on growing my business.

It gives me great security to know there’s always quality advice on hand as my business grows and I have to make decisions. I highly recommend Simons Bitzer to those who are thinking of seeking professional accounting services, or to simply provide a “health check” on your current accounting business."

–Deb Walton, Owner, Indy City Gifts

Ready to connect and learn more about our Tax Planning, Tax Preparation & Compliance service?