Tax planning is an essential strategy with considerations and decisions that must be done BEFORE year-end.  

Download our 
7 Critical Tax Considerations Checklist to make sure you are not going into tax season under prepared. 

"LEGACY! LEGACY! After having my initial consultation with Raven and she SHOWED me how much I could potentially save by working with her - it was a no brainer. My legacy needed me to make the decision and fast! I haven't looked back. Raven changed my life - I mean I save THOUSANDS or more every single year. The savings more than pays for her invoice. "

~ Sai Lee C- Suite High Earner

Why Simon Accounting Services?

Simon Accounting Services guides clients through tax planning, money management, and risk reduction strategies that support short and long term goals.   Our strategies include: tax planning, succession planning, tax projections, charitable planning and more.
Our professionals provide more than just tax planning or access to financial software.   We provide full-service year-round accounting and bookkeeping for individuals and businesses.   We don't just discuss your decisons at the end of the year, we are readily available to guide you through them.
When you work with Simon Accounting Services you are working with trusted professionals.   We pride ourselves in our dedication to staying abreast of changes in economic events, tax codes, investment vehicles and client goals to ensure we can pivot proactively.
Simon Accounting Services provides accurate and timely tax planning for individuals and businesses.   We work with our clients to make sure they are able to take advantage of all available deductions, credits and allowances.  We view Tax Filing as just one component of a comprehensive annual plan.


I’m not like other CPAs who only send reports or simply file your tax returns at year end. My team & I work year-round to save you THOUSANDS of dollars in taxes. The legal way. 

The strategies we use for clients not only save them money in the current year but EVERY year thereafter. As our clients grow, their tax savings are even bigger! 

We’ve partnered with huge corporations such as General Electric and Duke Energy as well as small business owners who desire to keep more of their hard earned profits in their pockets!

Tax filing season is too late to make decisions to optimize your taxes. That time is now..

  • Review eligible allowance, deductions and credits
  • ​Maximize tax-sheltered investing
  • ​Opt-in to tax-favored benefits during open enrollment
  • ​Determine gifting and charitable allowances

There is still time to plan for 2020

  • Schedule Consultation: Talk to one of our experts to ensure we are a good match.
  • ​Assess Needs: We will work together to determine needs, opportunties, goals and boundaries.  ​
  • Create Strategic Plan: ​Based on your unique needs, we will create your custom, comprehensive tax planning strategy.
  • ​​Review: We will review and revise your plan as often as needed to remain proactive, compliant and efficient.
"The breadth and depth of knowledge that Raven has when it comes to breaking down the tax law blows my mind everytime I get on a call with her. She saved me SO much money on taxes and she's placed me in a better position in business."
~McWhitter, Business Owner

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