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

"Simons Bitzer has been a true ally in the financial health and management of our firm. Simon's brings controls, accountability, fairness and compliance to our books and peace of mind to our owners."

–Eddie Pillow, Pillow Express Delivery

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