Tax Consulting
There’s so much more to tax preparation than juggling numbers. To move your business forward, you need to put those numbers to work for you.
Experts in Tax Consulting
Whether you work in real estate or agriculture, proper accounting helps you stay tax compliant, reduce audit risk, minimize tax liability, and maximize the bottom line.
Simon Lever’s team combines the accurate accounting you need with the fresh insights. Our Lead Advisors work with you to develop a creative strategy that solves today’s tax challenges and strategizes for future growth.
For more than seven decades, our team of tax consulting and preparation experts has guided individuals and businesses through the complexities of planning and reporting.

Key Services
- Cost Segregation
- Entity Selection
- Tax Credits & Incentives
- Tax Savings Analysis & Consulting
- Registration & Applications
- Nexus Review & Determination
- Exemption Verification & Exemption Certificates
Meet Our Tax Consulting Experts
Learn More About Tax Consulting Services
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Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.



