Simon Accounting Services

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THE PRIVVI™️ TAX PLANNING PROCESS

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

Schedule a Consultation

Speak with a SAS expert to discuss your business and determine whether we are a good match for your business.

Business Assessment

Work with our team to determine and analyze your business together to determine needs, opportunities, goals, and boundaries.

Strategy Development

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

Accounting Documents

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™️?

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

WEALTH BUILDING

STRATEGIES

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

YEAR-ROUND

SUPPORT

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

TRUSTED

PROFESSIONALS

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

TAX SEASON

PREPARATION

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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!

Accounting, Finance, & Tax Services for Small Businesses & Corporations by Simon Accounting Services

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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.

PAST CLIENTS:

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.

SAS FOUNDER

RAVEN SIMON,CPA

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NOW IS THE TIME TO BEGIN PRIVVI™️  IN ORDER TO

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

Review Eligible Allowance, Deductions, and Credits

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

Maximize

Tax-Sheltered

Investing

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

Opt-In to Tax Favored Benefits During Open Enrollment

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

Determine Gifting & 

Charitable Allowances

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

Consider Changes to Trusts, Payroll, & Additional Structures for Tax Savings

HAVE YOU MADE THESE CRITICAL TAX DECISIONS? JOIN PRIVVY™️ TODAY TO GET STARTED!

DOWNLOAD

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.

7 Critical Tax Considerations for Your Business by Simon Accounting Services
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PRIVVI™️ CLIENT EXPERIENCE

Tax Planning Process for Small Businesses and Corporations by Simon Accounting Services

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

MCWHITTER, ENTREPRENEUR

SAI LEE, C-SUITE HIGHER EARNER