Retail
Owning a retail business requires resilience and creativity. Simon Lever will help you navigate tax planning and preparation, helping to stay compliant with various reporting requirements.
Advisors Here to Help
There’s more to running a profitable retail business than closing the sale. You need accurate accounting and sound guidance to help you stay ahead of the competition and maximize profit potential.
Simon Lever’s seasoned team understands the complex and unique challenges that retailers face. Our dedicated advisors work as enthusiastic partners to deliver accurate tax preparation as well as tailored, innovative tax planning that reduces your liability while keeping you compliant.
Whether you need help with accounting or a proactive strategy that grows your business, a Simon Lever advisor will be by your side for every step of the journey.

Services for Retail Businesses
- Tax Preparation, Planning & Compliance
- Succession Planning
- Entity Structuring
- Mergers & Acquisitions
- Business Valuations
- LIFO Valuations
- Internal Cost Reviews
- Employee Benefit Plan Audits
- Outsourced Accounting Services
Meet Our Retail Industry Experts
Learn More About Retail 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.



