THE PRIVVI™️ TAX PLANNING PROCESS
Schedule a Consultation
Speak with a SAS expert to discuss your business and determine whether we are a good match for your business.
Work with our team to determine and analyze your business together to determine needs, opportunities, goals, and boundaries.
We'll create a custom, comprehensive tax planning strategy to structure your business for financial success.
Review the Plan
Our team will proactively review and revise your plan as necessary for growth, compliance, and efficiency
PRIVVI™️ - TAX PLANNING FOR YOUR BUSINESS
PRIVVI™️ guides clients through tax planning, money management, and risk reduction strategies to support short and long term financial goals. Our strategies include tax planning, succession planning, tax projections, charitable planning, and more. Tax planning is a strategy that maximizes the value of your income, capital assets, and investments.
The tax laws can be complex with new forms, publications, schedules, and updates each year. PRIVVI™️ tax planning services begin with timely analysis and decisions based on changing laws, situations, and economic factors that affect your decision-making process.
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. Join PRIVVI™️ today! We Can't Wait To Grow With You!
WHY TRUST PRIVVI™️?
Hi I’m Raven Simon, CPA and owner of Simon Accounting Services (SAS).
I’m not like other CPAs who only send reports or simply file your tax returns at year end. My team and 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 increases.
We’ve partnered with huge corporations such as General Electric and Duke Energy, and small business owners who desire to keep more of their hard-earned profits in their pockets.
NOW IS THE TIME TO BEGIN PRIVVI™️ IN ORDER TO
Review Eligible Allowance, Deductions, and Credits
Opt-In to Tax Favored Benefits During Open Enrollment
Determine Gifting &
Consider Changes to Trusts, Payroll, & Additional Structures for Tax Savings
HAVE YOU MADE THESE CRITICAL TAX DECISIONS? JOIN PRIVVY™️ TODAY TO GET STARTED!
Before you make another decision about your business finances, make sure you've checked these PRIVVI™️ 7 Critical Tax Considerations for Your Business! Access the FREE checklist below.
PRIVVI™️ CLIENT EXPERIENCE
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.
The breadth and depth of knowledge that Raven has when it comes to breaking down the tax law blows my mind every time 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.
I was paying 5 to 6 figures in taxes every year. My old CPA just advised that I make estimated payments and I only spoke with her during the year-end. With Raven, all of that changed. We work together year-round to ensure I make the best tax decisions. I am saving money now while increasing my potential for earning more in the future.
J. WHITE, SURGEON
SAI LEE, C-SUITE HIGHER EARNER