Our Services
Simon Lever provides clients with trusted advisory, tax, and accounting services. For 75 years, our firm’s expert advisors have dedicated themselves to crafting integrated strategies that consider every aspect of your company.
Advisory Services
With a trusted advisor by your side, complex situations become clear. You gain a strategic partner prepared to create an adaptable plan that grows and changes alongside your business.
Outsourced Accounting
Whether you’re a small business owner looking to delegate accounting, a growing company requiring a controller, or an established organization seeking strategic financial advice—Simon Lever delivers full-service support.
Tax Services
We advocate for our clients, delivering reliable advice that enables tax efficiency. Leading with questions and conversation, we create tax strategies customized to your unique needs.
Assurance Services
From internal control reviews and auditing to deciphering financial statements and providing insight on employee benefit plans, Simon Lever will bring clarity to the opportunities and challenges facing your organization.
Industries We Serve
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.
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.