Tax Compliance & Tax Consulting

We view each tax service engagement as an opportunity to demonstrate our creativity, integrity and expertise in providing value and bottom line results to our clients as trusted business advisors.

We believe that proper tax planning is a dynamic, year-round activity. Our professionals have unrivaled expertise in advising clients on the latest tax laws and strategies to minimize tax and maximize your bottom line results. From our tax planning services to our tax compliance services, Simon Lever has the creativity and expertise to manage all of your tax needs.

Tax Consulting Service Expertise:

  • Federal and State tax examination/audit representation
  • Entity selection analysis
  • Multi-State Nexus analysis and consulting
  • Cost segregation studies and analysis
  • Federal and State Tax credit analysis
  • Estate tax planning
  • Gift tax planning
  • Personal financial planning
  • Federal and State Tax projections
  • Merger and Acquisition Due diligence
  • Research tax credits
  • Keystone Opportunity Zone (KOZ) Credits
  • Fixed asset reviews
  • Keystone Investment Zone (KIZ) Credits
  • Section 199 - Domestic Production Activities Deductions

Tax Compliance Service Expertise:

  • Business tax return preparation (Forms 1120 and 1065)
  • Multi-State tax return preparation
  • Individual tax return preparation (Form 1040)
  • Payroll tax return preparation
  • Form 1099 reporting
  • Estate tax return preparation (Form 1041)
  • Gift tax return preparation (Form 706)
  • Excise tax return preparation
  • Form 5500 preparation
  • Nonprofit Form 990, Form 990PF, Form 990C preparation
  • Nonprofit initial tax exemption applications (Form 1023)
  • Nonprofit State information returns (BCO-10 & BCO-23)
  • Sales & Use tax return preparation
  • Franchise tax return preparation
  • Accounting for income taxes

Tax Consulting and Compliance Service Contacts:

Dennis Weidman, MT, Partner
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Michael Stoltzfus, MT
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Kurtis Groff Principal
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