Our Services:
Return Preparation and Compliance Functions:
The firm provides quality return preparation and various other compliance services regarding both federal and state matters. This includes preparation of individual income tax returns, corporate, partnership, gift and estate returns.
Income Tax Planning:
The firm provides advice in structuring business transactions, including mergers and acquisitions as well as every day operating business transactions to minimize the tax burdens on the business.
Estate Tax Planning:
We strive to provide our clients with competent estate and gift tax planning, so they may preserve the assets they have accumulated during their lifetime and eliminate financial problems for their heirs. This is accomplished through a very close working relationship with both the client and the attorney. By putting together a complete and comprehensive estate plan to provide for the wishes of the client, we can minimize the tax burdens on the estate and heirs.
W.H. Simon & Company, P.A.  can provide a full range of representation before the Internal Revenue Service in all areas such as audits, appeals, collection and criminal investigation matters. Because of the IRS experience levels of the principals of the firm, they can provide the client with an understanding of how the IRS functions administratively and how it relates to a client`s particular problem. The members of the firm have managed all of the functions of the Internal Revenue Service and therefore are well versed in how to most effectively represent their clients in areas such as:
Examination of Tax Returns
Innocent Spouse Claims
Appeal of Proposed Assessments
IRS Notices
Abatement of Penalties
Release of Levies and Liens
Offers in Compromise
Appeal of Collection Matters
Trust Fund Recovery Penalties
Employment Tax Examinations
Criminal Fraud Investigations
Civil and Criminal Expert Witness
Reconstruction of Books and Records
Preparation of Delinquent Tax Returns

See also related Categories: