Technology Business Advisors &
Tax Preparation in PA

The technology sector moves blazing fast, sometimes at the speed of a mouse click. If you own a closely held firm in this space, you need technology business advisors with the industry-specific expertise to effectively shift your company through the changing landscape.

At Simon Lever, we do so much more than deal with digits and decimals—we find your financial advantage. Our tech business advisors will develop a 360-degree view of your company and provide actionable solutions, so you can tackle the problems of today and set the foundation for smart growth tomorrow.

Partner with a CPA and advisory firm passionate about making your story a success story.  Simon Lever will be by your side with tailored strategic advice when it matters most.

Key Services
  • Tax Preparation, Planning & Compliance
  • Startup & Entrepreneurial Services
  • Mergers & Acquisition Services
  • Financing Options Analysis
  • Valuation Services
  • Operational Efficiency Reviews
  • Analysis & Benchmarking
  • Sales & Use Nexus Studies
  • ERISA Audits


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

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