We believe that what sets our tax services apart from our competitors is our ability to uncover often overlooked tax savings opportunities that over a long-term relationship will pay for the cost of professional tax preparation and advice many times over. We are in the business of saving you money, not simply filling out tax forms. We do this by continually investing more time than is common in our industry in studying tax law and tax savings strategies and then creatively applying our tax expertise with a focus on identifying tax savings opportunities.
Services
I provide tax and accounting services through Peter J. Simon, CPA, CFP, LLC. My investment advice and management services and my personal financial planning services are provided through PJS Financial Advisory Services, LLC, a registered investment advisory firm. By virtue of the depth, breadth and quality of my tax & financial expertise, I believe I am uniquely qualified in assisting my clients in the areas of tax savings, investment management & financial planning.The greatest point of differentiation between my services and those of my competitors is my focus on and skill at creating ideas and then rendering advice that provides my clients with significant advantages and benefits.
Help you understand how to use your accounting information to increase your business revenue and decrease your business expenses. Provide you with accurate and timely accounting information for you to use in managing your business. Help you obtain the financing you need by preparing financial statements and explaining your business to prospective lenders.
We assist our clients with a wide spectrum of personal financial issues that range from narrow financial questions -- such as whether to cancel a cash-value life insurance policy or how to finance the purchase of a vacation home -- to major financial issues such as preparing a retirement plan, preparing an investment plan designed to make the retirement plan work, and then providing ongoing investment management to implement and monitor the plan and make sure its working with the retirement plan.
The biggest impact we can have on your financial future is showing you how to avoid common investment errors that can be costly. The second biggest impact we can have on your financial future is assisting you achieve a rate of return on your investments that will allow you to achieve your long-term financial goals.
Reviews
Be the first to review Peter Simon.
Write a Review