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
Tax Services
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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.
Fiduciary Services
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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.
Business
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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.
Financial
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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.
Due Dates
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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.
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