Certified Public Accountant
CFO Services & Tax Planning
Providing CFO services and helping clients to better manage their businesses while helping them save money on their taxes, goes along with one of the founding ideas of this firm – managing your accounting and finances doesn’t have to be that hard and things can always be easier.
In addition to being a CPA, Simon is also a Certified Tax Planner, this means that Simon looks at accounting and taxes differently than most accountants. On a regular basis, new clients meet with Simon and he discovers that their past tax preparer missed multiple opportunities and deductions. However, all is not lost in situations like this! In just one example, by amending past tax returns, Simon helped a client get a $35,000 refund from the IRS.
Simon graduated from California State University, Chico with a double major in Financial Management and International Economics. As an avid traveler he likes learning languages and meeting new people. He is always interested in a good story and a great cup of coffee.
Simon has also started and managed multiple businesses and invested in real estate and knows that having someone else take a second look at your business and investments can mean the difference between success and failure.