Insights
Simon Lever’s trusted advisors offer industry news, firm updates, and actionable tips to maximize your success.
Are Donor-Advised Funds Fulfilling Their Purpose?
Donor-advised funds (often referred to as DAFs) have become an increasingly popular vehicle for charitable giving. The number of DAFs […]
Celebrating 70 Years of Maximizing the Success of Those We Partner With
Simon Lever was founded in 1951, when the average cost of a new home was $9,000 and the average annual […]
PA Resource Enhancement and Protection Act (PA REAP)
Attention, PA farmers and business owners. Each year the state budget designates dollars through a state tax credit to encourage […]
Take the LEAP!
We invite you to apply for LEAP Day! Our Accounting Externship program is ideal for students going into their second or […]
Simon Lever Promotes Kim Lyons and Rebecca Walck to Partner
Simon Lever, a financial advantage and trusted advisor firm, named one of the Best Places to Work in Pennsylvania, announces […]
Announcing Our New Capital Region Office in Mechanicsburg
Simon Lever is pleased to announce the official relocation of our Capital Region office. We recently combined our existing Wormleysburg […]
New Annual Reporting Requirement for Pennsylvania
Starting this year, all businesses and nonprofits registered in Pennsylvania must submit an annual report to the Department of State. […]
Our Trusted Advisors
We give close, personal attention to each client through a Lead Advisor Model. Our advisors are committed to delivering customized advice and advocating for your business’s best interests.