Tax Planning & Compliance
Working with Simon Lever’s trusted Lead Advisors means efficient tax planning and preparation, saving you both time and money.
Experts in Tax Planning & Compliance
Tax planning and excellence in reporting relieve stress on an organization. Simon Lever’s Lead Advisors maximize your bottom line and avoid costly, time-consuming errors with dynamic, year-round tax planning strategies.
When it comes to tax planning, we believe each client deserves a tailored approach that aligns with their definition of success. Our advisors work closely with you to understand your business so we can develop a unique plan that fits the specific needs of your organization. Whether you’re leading a second-generation agribusiness or building a retail shop, proper accounting helps you stay tax compliant, reduce audit risk, minimize tax liability, and maximize the bottom line.
We’ll collaborate with you to develop a creative strategy that solves today’s tax challenges and strategizes for future growth.
Key Services
- Tax Planning, Preparation & Compliance
- Form 1099 Reporting
- Form 5500 Preparation
- Business Entity Structure Analysis
- Multi-State Issues & Nexus Determination
- Franchise Tax Return Preparation
- Payroll Tax Return Preparation
- Tax Credit Research
- Sales & Use Tax Audits
- Audit Representation
Meet Our Tax Planning & Compliance Experts
Learn More About Tax Planning & Compliance
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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.