Taking a DIY approach to individual taxes is challenging and time consuming.

At Simon Lever, our dedicated, innovative team delivers accurate individual tax services that eliminate the anxiety and frustration of filing taxes on your own.

But we provide so much more than return preparation. Our expert CPAs can develop an individualized tax strategy for you that reduces liability while decreasing the risk of raising red flags with the IRS. We’ll also integrate tax planning into your overall financial strategy, including estate planning, gifts, and trusts. 

Ultimately, our mission is to build a lasting relationship with you—one that gives us the foundation to walk with you through major life transitions that impact taxes, such as marriage, divorce, or retirement. 

When you need to find an accountant, trust Simon Lever’s expertise to minimize your liability. 

Key Services
  • Federal, State & Local Tax Return Preparation
  • Individual Tax Planning
  • Estate & Gift Tax Planning & Return Preparation 
  • Charitable Giving Planning
  • Education & Retirement Tax Planning
  • Health Care Coverage Tax Reporting 
  • Audit Representation 

How About a Coffee?

We know that everyone has unique challenges and goals.
Let’s chat so we can understand yours.

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